Rolling Over Jobs with Xero Practice Manager and Practice Ignition

Chapter 11 looks at rolling over jobs at financial year end. Accounting is unique from most other industries due to the recurring nature of the work. The services we deliver for our clients in one year are likely to be the same, or very similar, the next year. For this reason we can speed up our job creation process by doing a job rollover. This is where we copy all jobs from one year into the next, while updating specific details such as the dates. In this chapter you will learn how to manage your job rollover process in Xero Practice Manager (XPM), and how this can be streamlined when using Practice Ignition.