Xero Practice Manager
By Georgia and 6 others7 authors14 articles
- Ignition & XPM best practice checklist
- Connecting to and setting up Xero Practice Manager (XPM)
- Setting up Job Templates in XPM and linking to Ignition services
- Setting up XPM Job Categories, Job States & Cost Templates
- Managing group engagements in Ignition
- Manage multiple recurring XPM Jobs for a single Ignition client
- Invoice allocation troubleshooting in Xero Practice Manager
- Allocating invoices to existing XPM jobs
- Managing software subscriptions with Ignition
- Duplicate clients in Xero Practice Manager
- Importing Xero invoices to Xero Practice Manager
- How to map Xero Practice Manager users to Ignition users
- The WIP Washup process with Xero Practice Manager & Ignition
- XPM Client Data Sync & Adding Clients to Proposals