Working with Xero Practice Manager and SuiteFiles

Here's how SuiteFiles and the Xero Practice Manager work together

The video

How XPM works

When you’re in the Xero Practice Manager (XPM) and you click on the Documents tab for either a client, a job or a quote the system will interrogate SuiteFiles looking for a client folder with the same name (in the case for a job it looks for a folder structure that is Client Name > Jobs > Job Name; for quotes it is Client Name > Quotes > Quote Name) and then displays the files stored in SuiteFiles in this location.

Manually Selecting the Client Folder

Sometimes the client in XPM doesn’t have a corresponding client folder in SuiteFiles with the same name. You can manually set this by clicking the highlighted link

Then selecting the appropriate folder from the list and clicking Save.

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