Practice Ignition

Xero Practice Manager

Link Reporting

Transform Your Accounting Practice

Step-by-step instructional videos

One-on-one project meetings

Email and chat support whenever you need it

Project Outline

Module 1: Project Plan
   What you will get out of this program
   Create your project plan - see sample video
   Creating your XPM account

Module 2: Industry billing models
   Types of billing models
   Fixed price agreement billing methods
   Selecting a method

Module 3: Revenue streams
   Types of revenue streams
   How to map revenue streams in Xero

Module 4: Xero Integration
   How to configure the integration
   Which fields integrate and when

Module 5: Setting up Xero Practice Manager
   Practice settings
   Setting up staff
   Task settings
   Cost settings
   Client settings
   Job Categories
   Job States
   Job Templates - see sample video
   Billable v Non Non-billable time
   Custom Fields
   Setting up your tax agency
   When to go live with XPM tax

Module 6: Importing your clients
   Overview of contacts in PI, XPM and Xero
   Get your Xero blue contacts perfect
   Import from Xero blue to XPM
   Completing your XPM client records
   Importing custom fields
   Importing contacts
   Importing relationships

Module 7: Invoicing
   Where do I send my invoices from?
   Document design in Xero blue:

Module 8: Setting up engagements
  What is an engagement?
   Advice on engagements
   Overview of types of jobs
   Selecting the client
   Start dates and durations
   Setting up internal jobs
   Signing up clients to fixed price engagements
   Importing general queries jobs

Module 9: Setting up Practice Ignition
   Benefits of Practice Ignition
   What to do with Xero repeating invoices
   Creating your Practice Ignition account
   Navigation in Practice Ignition
    Setting up payments in Practice Ignition
   Checking your client database
   Setting up integrations
   Setting up services
   Editing your engagement letters
   Creating your first proposal - see sample video
   How jobs flow to PI to XPM

Module 10: Creating Annual Engagements
   Loading annual engagements into PI
   Accepting Proposals

Module 11: Workflow Scheduling 
   Introduction to workflow and capacity
   Scheduling jobs
   Monthly Capacity
   Staff workflow

Module 12: Team Training

Module 13: Preparing for go live
   Check all annual jobs are created
   Import jobs in progress
   What to expect when you go live
   Clearing historical WIP

Module 14: Post go live
   Import opening WIP
   How to bill open WIP
   Link Reporting trial - see sample video

 

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