video1.0<iframe src="https://www.loom.com/embed/60ed4dff61b34c9fb8deb28e1024c90d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/60ed4dff61b34c9fb8deb28e1024c90d-1c4b934a5ad94f08.gif288.758In this video, I walk you through how Practice Connect integrates with Xero Practice Manager to streamline your workflow, particularly focusing on setting up disbursements. We’ll import invoices from Xero, map client names, and review costs, which replaces the tedious manual spreadsheet imports. I also highlight how we can track costs at a client level and manage invoicing through Rechargely. Please take note of the mapping process and the tracking rules, as these are crucial for accurate cost recovery. Your feedback on this process would be greatly appreciated!