Setting up Engagements with Xero Practice Manager: Allocating Job Managers

This article is an extract from the book 'Everything you need to know about Xero Practice Manager'
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Uranus has 27 moons, and there are just as many ways to bill an engagement using Xero or XPM. This topic is broken down into three sections:

• General guidelines for setting up engagements
• How to set up engagements with XPM
• How to set up engagements with Practice Ignition.

We will start by looking at some general guidelines that are relevant regardless of which system you use to create your engagement. We will then look a closer look at how to set up engagements specifically in XPM and finally, how you can improve your efficiencies by using Practice Ignition.

Allocating job managers

Set up the ‘Job Manager’ as the person who is responsible for delivering the job, and the ‘Account Manager’ is the partner for the client, or the person responsible for the relationship. It is also important to note here that XPM uses the terms ‘Partner’ and ‘Account Manager’ interchangeably throughout the system. These are the same field, but may appear with different headings depending which area of XPM you are in.

Allocating job managers to jobs is super important for reporting. The most common way to run reports is to group them by the job managers, so capturing job managers on the jobs is essential. You can assign job managers and account managers to each client, so when a job is created for them these fields will be auto populated. This can save a lot of time. You can also bulk assign job managers and account managers to jobs by going to the ‘Job Manager > Options > Assign Managers/Account Managers’.

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