Learn how to view, edit, add and deploy workflow, straight from your client's Workflow tab!

Currently only our new and improved Xero Practice Manager integration is displayed in the workflow tab. Please watch out for future additions and improvements!

Table of Contents:


The Workflow Tab

The new Workflow tab appears after the Invoices tab within a client.

In this tab, practices will be able to view workflow, edit workflow, add and deploy workflow as well being able to see a workflow record/audit trail.


View workflow

Examine past and present workflow on the left hand navigation bar.

Click into a particular workflow for a more detailed view!

If you have old workflows, you can toggle the Show inactive workflows toggle to view or hide these inactive workflows.

Click into the secondary tabs within the selected workflow to view the Settings, Schedule and Audit for that particular workflow.


Edit workflow

If you need to edit a workflow, you can click on the blue Edit button to edit the following settings:

  • Job name

  • Job description

  • Category & budget (NEW!)

  • Partner, manager and staff members

  • Billings

Please note we currently do not have functionality to edit recurrence settings for jobs that are already deployed! This is currently under development - we appreciate your patience!

If you need to edit a deployed workflow's recurrence, please follow the workaround below:

WORKAROUND:

  1. Duplicate the existing workflow

  2. Archive the existing workflow (ensure you close the current XPM job if needed)

  3. Create and deploy the new workflow from Practice Ignition

Editing billings

At this point in time, we are able to define and assign billings at either a Client level or a Proposal level.

  • Client level - all the invoices under that particular client will be imported and synced to the nominated job in XPM.

  • Proposal level - invoices on a specific proposal will be imported and synced to a specific job in XPM (meaning you can have multiple billing jobs per client).

    • Please note, you can only change this workflow to a proposal billing job if the proposal's invoices were set to be grouped by proposal in the Automation step.

For more information and a detailed breakdown on how this impacts your billing schedule, Xero invoices and XPM jobs, please read this article here!


Add and deploy workflow

Adding new workflow

Press the Add workflow button to begin setting up new workflow for this client.

Please see this article around adding workflow as this is the same process!

Deploying workflow

Once you have finished setting up workflow and you would like to deploy the XPM job, click into the specific workflow you want to deploy → Schedule → 3 buttons → Create workflow in XPM to deploy this immediately.


Workflow record/audit trail

You can check your current workflow settings or examine errors around workflow deployment by clicking into the specific Workflow → Schedule or Audit tabs.


Workflow guides:

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