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Clients

Xero Sync, Bulk Actions and Sending Questionnaire Invites

Working with clients once they're synced from Xero, and using the Clients screen grid.

Xero brings in clients; Xero Practice Manager (XPM) is a separate connection required to bring across their jobs. Once connected, imported clients and jobs appear in the Clients screen with a Xero tag.

Bulk actions

Selecting multiple rows in the the Clients screen grid enables the Bulk Actions menu to send questionnaire invites to several clients together.

Sending questionnaire invites

A questionnaire can be sent from a client's own Questionnaire tab, or in bulk from the grid once multiple clients are selected. Receipting Emails is the only required field on the send form.

How to access: Clients, select rows, then Bulk Actions.

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