Working with Xero Practice Manager and SuiteFiles
With SuiteFiles and Xero Practice Manager integrated you will be able to access your clients documents from SuiteFiles in the XPM Documents tab. If you have our chrome extension installed, you will be able to have a clients, job, and quotes folder automatically created.
- The video
- How XPM works
- New Client Folder
- New Job Folder
- New Quote Folder
- Archiving Clients
- Editing Client Names
- Print reports to SuiteFiles
In this Article
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.
Creating a new Client Folder (Chrome extension feature):
Once you've created a new client in XPM you will get a prompt after a few seconds asking if you would like to create a corresponding folder in SuiteFiles, you also have the ability to use a folder template to do this.
Creating a new Job Folder (Chrome extension feature):
As soon as you hit the save button on a new job you will be asked if you want a folder created under Client/Jobs for this in SuiteFiles.
Creating a new Quotes folder (Chrome extension feature):
When you create a new Quote in XPM and click the next button, you will be prompted to create a folder for that quote under the client in SuiteFiles
Archiving Clients (Chrome extension feature):
When you archive a client in XPM you will be asked if you'd like to also archive the client in SuiteFiles. This will also work when unarchiving the client in XPM.
Editing Client Names (Chrome extension feature):
If you edit a clients name in Xero you will be asked if you would like that clients name in SuiteFiles to also be renamed:
Printing reports to SuiteFiles (Chrome extension feature):
To Print a report from XPM to SuiteFiles you simply need to use the Export PDF to SuiteFiles button on the left side.