Xero Sync, bulk actions & sending questionnaire invites
How to sync with Xero, perform bulk actions on clients, and send or schedule questionnaire invites.
Xero Sync
The Xero connection can also be performed using the Xero Sync option, available as a standalone feature on the Clients screen.
Bulk actions
Use the Bulk Actions menu to update multiple engagements simultaneously, including adding clients to groups for managing related entities as a single unit.
Sending questionnaire invites
- Schedule: Select the date you would like the questionnaire released. The system handles delivery automatically that morning.
- Send manually: Select the required client and click Send Invite.
Responding to the questionnaire is not mandatory. Even if the client does not complete it, the workflow is not blocked — you can continue with Job Setup and automation.
Editing clients
Click the pen icon under the Actions column next to a client to edit. All fields except Client Name can be modified. Click Save to update.