Let us get your XPM account sorted

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We get practices who have been using XPM for some time and either get to a certain stage where they aren’t confident with their usage of the software, or even the experienced practice that has been on XPM for many years but hasn’t altered their set up in quite some time.

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An XPM review can go a long way to getting a current best practice set up and optimised system.

Common XPM issues we see

These are the some of the common challenges that we see practices grapple with.

  • Inefficient workflow / job set up (taking too long to keep the system up to date)

  • WIP write on/off process (taking too long or becomes too complex)

  • Not enough investment in building custom reports

  • Poor custom templates (tax, quotes, invoices)

  • Disjointed document management process (using mix of server + cloud)

  • Lack of custom field attributes (not able to track everything you need)

  • Not configured properly for use with integrated applications.

  • Overall set up for multi site practices (crucial to get this correct and understand the trade offs)

  • Analytics and custom reporting (not able to view everything you want in XPM or the way you want).

Review Options

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  • XPM Standard Review + 1 hr online session

    $870 (NZD)
    XPM system review with written summary/digital copy. Suggestions and feedback provided in a 1 hr online session with you.

  • XPM Detailed Review + half day workshop (or 2 x 2hr online sessions)
    $1,750 (NZD)
    Our standard XPM systems review service with detailed written report/digital copy, marked up screen shots and analysis. Key staff are invited to attend either a half day working session (or 2 x 2hr sessions) as we tackle various parts of XPM and go through suggestions in the report and any challenges you have in particular.

    Note:
    Included with both options is our Xero Partner Knowledgebase (under ongoing development), common troubleshooting, making sense of Xero partner products, and integration blueprints.

    All prices shown exclusive of GST.
    For practices outside NZ we charge at the equivalent exchange rate in your local currency (AUD, USD, GBP, EUR, CAD). Please follow the link below as we can quote your price before proceeding.