Xero Practice Manager
      Back to home
      1. Annature Help Center
      2. Integrations
      3. Xero Practice Manager

      Using the Xero Practice Manager Dashboard

      Navigate and utilise the Xero Practice Manager Dashboard within Annature.

      To access the XPM dashboard, simply click on Xero Practice Manager in the left-hand menu.

      This page provides a live feed of your Xero Practice Manager clients, which is more up-to-date than the address book that syncs with Xero Practice Manager every hour.

      To ensure that your client information is consistent and up to date, we recommend making any changes to your clients directly in Xero Practice Manager. These changes will be synced to Annature automatically.
      ​
      Making changes to your clients in Annature will not be pushed to Xero Practice Manager and may be overwritten by Xero Practice Manager if you make changes there.

      From here, you can easily create envelopes and identity verification for your Xero Practice Manager clients within Annature.

      Creating envelopes and identity verification on the Xero Practice Manager integration page will ensure that they will be properly synced to your Xero Practice Manager account.