By Pat and 6 others7 authors16 articles
Ignition And Xero Practice Manager (XPM)
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 the New Proposal Editor
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 & XPM
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
Xero Practice Manager (XPM) Authentication Update 2020
XPM Client Data Sync & Adding Clients to Proposals