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  3. Scheduling and Capacity with Xero Practice Manager

Scheduling and Capacity with Xero Practice Manager

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Chapter 12 looks at scheduling your workflow. Xero Practice Manager (XPM) does not contain scheduling or capacity functionality, but there is a way to achieve this by making use of the custom report builder. Here you will learn the most effective way of scheduling your workflow for each member of your team.

  • Scheduling and Capacity with Xero Practice Manager: Your Scheduling Process
  • Scheduling and Capacity with Xero Practice Manager: Capacity vs Productivity
  • Scheduling and Capacity with Xero Practice Manager: Creating your Staff Workflow Report
  • Scheduling and Capacity with Xero Practice Manager: Creating your Monthly Capacity Report
  • Scheduling and Capacity with Xero Practice Manager: Creating your Scheduling Report
  • Scheduling and Capacity with Xero Practice Manager: Adding estimated times to job templates
  • Scheduling and Capacity with Xero Practice Manager: Job task estimated times
  • Scheduling and Capacity with Xero Practice Manager: 3 Custom Reports for Scheduling
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