How Practice Ignition Works with XPM and Xero. 

 

How To Setup And Use Services To Deploy Jobs in XPM

Example:

XPM:
XPM Job Template: Annual Accounts
XPM Tasks (within the job):

Financial Statements
Tax Return
Tax Planning

XPM Job Template: Quarterly Activity Statements
XPM Tasks (within the job):

July to Sept BAS
Oct to Dec BAS
Jan to Mar BAS
April to June BAS

PI Services:
Service Name: Annual Accounts
Workflow Template (linked XPM Job Template):
Annual Accounts

Service Name: Quarterly Activity Statements
Workflow Template (linked XPM Job Template):
Quarterly Activity Statements

PI Proposal:
Job Name:
Annual work
Services:

Annual Accounts
Quarterly Activity Statements

XPM Job Created: Annual work
XPM Job Tasks:

Financial Statements
Tax Return
Tax Planning
July to Sept BAS
Oct to Dec BAS
Jan to Mar BAS
April to June BAS

For a more detailed summary, please see this article

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