Create a Job from Xero Practice Manager in NowInfinity

STEP 1: Login to your Xero Practice Manager and create a job using NowInfinity Job Templates

Click on Jobs and select Jobs in the dropdown box.

1.png 

Select New Job

 2.png

Complete the Job Information. NowInfinity job templates are available under Template:

3.png

Select one of the job templates in the dropdown list. They are sorted by alphabetical order.

When you have entered all the required information click on Save, at the bottom of the page.

 

STEP 2) Complete the Tasks.

By scrolling down to Tasks, you will see that multiple tasks have been created.

4.png

To complete those tasks on NowInfinity, click on Go To NowInfinity LIVE available under Job Information.

5.png

You are redirected to NowInfinity where a job has been created with the same tasks as XPM.

Client on the first task to start or click on 'Skip' to skip the first step.

6.png

At any time you can open this job on XPM by clicking on ‘Open in XPM’, and each completed tasks will appear as ticked on XPM

7.png

Click on Complete Job, to mark this job as completed.

Click on Put on Hold, to finish the job later.

 

STEP 3) Copies entities and documents to XPM

3.1 Copy contacts:

Select the entities to copy to XPM

Select whether or not you would like to create a group in XPM

Tick this box if you would like to create relations in XPM

Finally click on Push Clients to XPM

3.2 Copy documents:

Click on Push documents to XPM, to copy the documentation prepared on NowInfinity into XPM. 

The documents will be uploaded to the Job under Documents

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.