Xero Practice Manager handles your job management. Xero handles your accounting. When invoices sync from XPM to Xero, Boxkite backs them up—protecting your client billing history and practice financial records.
A client challenges fees from a job completed last year. They claim the quote was different. You need the original invoice to show what was agreed and billed. Boxkite backups provide this evidence.
You're selling your practice and buyers want historical billing data—revenue by client, job profitability, recurring fees. Incomplete Xero data affects your valuation.
A partner leaves and takes their job knowledge with them. When billing questions arise about their clients, you need historical invoice records to understand what was charged and paid.
Complete invoice records for all practice clients.
Historical invoices for handling fee disputes.
Revenue history for sale or partnership changes.
Billing records for professional body requirements.
