Xero Practice Manager Processes for [Organisation Name]
                  Welcome to XPM.  This process document has been broken down into the following 
                  sections:
                          Getting Started
                          Setting up a New Client (Time and Cost)
                          Setting up a New Client (Fixed Price Agreement)
                          Setting up Billable Jobs
                          Capturing Timesheets and Disbursements
                          Adding Documents and Notes to Jobs
                          Creating New Job templates
                          Invoicing Jobs
                          Invoicing WIP Carried Forward from Old System
                          Archiving clients
                             Getting Started
         How to login to WorkflowMax
             Go to workflowmax.com and Login
             Login with your email address and password
             If the above doesn’t work select ‘Forgot my password’, enter your email address 
              and you’ll receive a fresh password reset link to your inbox.
                  Setting up a New Client (Time and Cost)
         There are two ways of managing the billing relationship with your clients for your annual 
         accounts jobs.  You can either do the work then send an invoice, or you can provide a 
         fixed price for the client and bill monthly during that financial year.
         The first option we call Time and Cost (even if there is a quote for the work), the second 
         option we call Fixed Price Agreement or Contract Billing.  The main difference is when we 
         receive the fees for the work.
         Under the Time and Cost method, we set up a client, then a repeating job with a name 
         that captures last financial year for the annual accounts, and this financial year for any 
         other work such as payroll or GST’s.  For example 2017 Annual Accounts + 2 Monthly 
         GST 2018.  
         It is important to get the job names correct for our reporting
         Creating a New Client
             Create a new client by going to Clients >+New > Client
             Capture all the relevant fields under General, Contact Details, Tax and Company, 
              Billing and Custom Fields.
             Hit Save
         Adding their Annual Recurring Job
             Go to Jobs > Jobs
             Choose the ‘Recurring’ heading
             Hit ‘New Recurring Job
             Add the Reoccurrence
                o Repeat 12 Months
                o Next Date.  This is 1 year after the start of the financial year you will be 
                  working on.
                  Example:  If you are working on the 2017 financial statements for this 
                  client, make the Start Date the start of the 2018 financial year (this is 
                  when you start working on the 2017 accounts).  This is because we setup 
                  the job using [Year-1}.  So in 2018, we want to see 2017 annual accounts. 
                               o No End date
                          Add the job details
                               o Client
                               o Contact
                               o Template: Choose the job template that relates to this client.  
                                    Example: If we are just doing annual accounts, choose the Account 
                                    Accounts template.  If we are doing annual account and their 2 monthly 
                                    GST, choose the Annual Accounts + 2 Monthly GST template.
                                    Note: there may some situations where you need to create a job template 
                                    specific for this client
                                    .
                               o Name.  Name the Job using the naming convention that lines up with your 
                                    scheduling reports.
                                    Example: {Year-1} Annual Accounts + 2 Monthly GST {Year}.  This would
                                    create the job name “2017 Annual Accounts + 2 Monthly GST 2018”.  This 
                                    means we will be working on the 2017 Annual Accounts and the 2018 GST 
                                    in the financial year.
                               o
                               o Description.  Enter the month you plan to do the annual accounts work.  
                                    Enter this with no spaces or any other characters.  Just the month. 
                               o Client Order Number.  This is the client Code.
                               o Budget.  You can leave this blank.
                               o State.  Choose the relevant job state for when the job gets created.  This is
                                    generally ‘Not In’ or something similar.
                               o Duration.  12 Months.
                               o Partner. Enter the partner who manages the relationship with this client.
                               o Manager.  Enter the accountant who will be working on this job.
                               o Staff.  If you know who will be working on this job, tick them in the list.  If 
                                    not, leave it blank.
                               o Hit Save.