Setting up Engagements with Xero Practice Manager: Internal Jobs

Uranus has 27 moons, and there are just as many ways to bill an engagement using Xero or XPM. This topic is broken down into three sections:

• General guidelines for setting up engagements
• How to set up engagements with XPM
• How to set up engagements with Practice Ignition.

We will start by looking at some general guidelines that are relevant regardless of which system you use to create your engagement. We will then look a closer look at how to set up engagements specifically in XPM and finally, how you can improve your efficiencies by using Practice Ignition.