XPM - Recording Time

Enter time in Xero Practice Manager against billable jobs for clients, non-billable internal costs, using global search, on a job or timesheet, or directly against a client. We show you how in this course.

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Course curriculum

1. Welcome to XPM Recording Time
2. In this Course
3. An Overview to Recording Time
1. Three types of time - Overview
2. Defining the three types of time
3. Three Types of Time
4. The three different types of time - Knowledge Check
1. Recording time with Quick Time Entry - Overview
2. About Quick Time Entry
3. How to record time using the timer
4. Enter time already worked
5. Record time with quick time entry - Knowledge Check
1. Entering time against a specific job - Overview
2. Enter your own time using global search
3. Enter staff's time from the Job Manager
4. Entering time against a specific job - Knowledge Check
1. Entering time from the Dashboard - Overview
2. Entering time for a specific day
3. Entering time for a whole week
4. Entering time from the Dashboard - Knowledge Check
1. Entering time using an Ad Hoc Job - Overview
2. Entering time against an ad hoc job
3. Entering time using an Ad Hoc Job - Knowledge Check
1. Entering time on Staff Timesheets - Overview
2. Record time worked
3. Entering time on Staff Timesheets - Knowledge Check
1. How to record Internal time - Overview
2. Internal Time Set Up - XPM Administrator
3. Internal Time - Setting the Capacity Reducing Job
4. Recording Non-billable Time
5. Recording Capacity Reducing time
6. How to record internal time - Knowledge Check
1. How to record a time credit - Overview
2. How to record a time credit
3. How to record a time credit - Knowledge Check
1. Edit or delete a time entry - Overview
2. What you need to know before editing or deleting
3. Edit a time entry
4. Delete a time entry
5. Move time entries between jobs
6. Edit or delete a time entry - Knowledge Check
1. Change how time is entered in Practice Manager - Overview
2. How it works
3. Timesheet Settings Summary
4. Change how time is entered in Practice Manager - Knowledge Check
1. Resolve issues with time entry in Practice Manager - Overview
2. Unable to enter time
3. Job or task isn't listed
4. Time entry error message
5. Incorrect time due to daylight savings
6. Resolve issues with time entry in Practice Manager - Knowledge Check
1. Print, email, or export staff timesheets - Overview
2. How it works
3. Print, email or export timesheets and summaries
4. Print, email, or export staff timesheets - Knowledge Check
1. XPM Recording Time - Summary
2. The Path to Success