Xero Practice Manager (XPM) Jobs

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Important

To switch on this integration your first step will be to email the BGL Integrations Team (Integrations@bglcorp.com.au). BGL will guide you through the prerequisites and help get your firm ready before switching on this integration.

Overview

A job in Xero Practice Manager is a project or any piece of work users complete for a client.

Now with XPM Jobs, when preparing documents in CAS360, users can instantly add the job to their practice management application at a click of a button.

This removes the need for users to go to their practice management application, after preparing documents in CAS 360, and enter in a job for that client and mark it as complete or in progress.

Prerequisites 

Prior to using the XPM Jobs feature for the first time, please ensure that the following tasks have been completed first:

  1. Ensure that the Contacts Integrations is turned on - Refer to BGL and Xero Practice Manager (XPM) Integration.
  2. Create the BGL Job Templates in XPM - Refer to How to create BGL Job Template in Xero Practice Manager?.

Important

Contact BGL Integrations Team Integrations@bglcorp.com.au before activating integration between CAS 360 and Xero.

How does this work?

When in the Document Production screen, toggle Screen_Shot_2019-11-13_at_11.53.13_am.pngbeside 'Add Job to Xero Practice Manager?'

Screen_Shot_2019-11-13_at_11.52.57_am.png

CAS 360 will open a Xero Practice Manager - Job Integration panel

Screen_Shot_2019-11-13_at_11.54.56_am.png

Field Explanation
Client The client's name. The Client field will search your Global Contacts screen for a client name.
Template Select from a list of XPM job templates. These templates will be gathered from your practice manager application.
Description Enter a description for the job
Schedule Information Enter a start and due date for the job,
Staff Select from a list of staff members. This list will be gathered from your practice manager application.

Click Screen_Shot_2019-11-13_at_11.58.11_am.png

Review Costs

Once the user clicks Screen_Shot_2019-11-13_at_11.58.11_am.png and the job is created, users are able to review the costs for the job,

Click Screen_Shot_2019-11-13_at_12.08.31_pm.png

Screen_Shot_2019-11-13_at_12.10.48_pm.png

Icon Explanation
Screen_Shot_2019-11-13_at_12.11.01_pm.png Allows users to edit the Date, Cost Description, Billable, Quantity, Unit Cost and Unit Price details
Screen_Shot_2019-11-13_at_12.11.10_pm.png Allows users to add another line item
Screen_Shot_2019-11-13_at_12.11.22_pm.png Click Confirm to save and confirm the Job costs.

Now when you Download or Send the company documents from the Document Production screen, a new Job will be automatically created in your Practice Manager account.

For more about Jobs in Xero Practice Manager, see About Jobs 

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