LINK
Workflow and Reporting for Xero Practice Manager β Carousel Generator
Data Inputs
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WIP Performance Report
Drop CSV here or click to browse
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Practice Performance Report
Drop CSV here or click to browse
Firm Name Override (optional)
Subscription History
β 335 firms built in
Subscription periods auto-match from firm name. Use overrides below only if the firm isn't found.
Manual override (if not auto-matched)
PERIOD
START (YYYY-MM)
END (YYYY-MM)
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Upload your WIP and Practice reports,
then hit Generate β subscription periods
are matched automatically.