How to create BGL Job Template in Xero Practice Manager?

Print Friendly and PDF

1. Go into Business / Settings

Picture1.png

2. Select Job Settings

Picture2.png

3. Select the Job Template tab

Picture3.png

4. Choose from two options below to create BGL template:

 

Option 1 Option 2

Option 1: Update an existing template name to add (BGL) at the end of the name

1. Select the template that you will like to integration with BGL

Picture4.png

2. Enter (BGL) at the end of the existing template name

Picture5.png

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.