G-Accon for Xero Practice Manager and WorkflowMax: Manage projects from A to Z and Make More Money This article is
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hat are the WorkflowMax and Xero Practice Manager applications? Xero-owned WorkflowMax and Practice Manager are two powerful project management solutions to help businesses track and make reports about their profitability. Workflow Max and Practice Manager are cloud-based workflow and job management solutions designed to serve small to mid-size service-based businesses. Along with key project management capabilities, these solutions provide quote creation, timesheets, job costing, and other features integral to the project process. They are also comprehensive tools for tracking time, managing workflows, and billing — all while being conveniently located in the Cloud. Let’s discuss the main features of the Xero Practice Manager product and how G-Accon can help accountants and bookkeepers reach their objectives. Xero Practice Manager was designed to be used by accounting and bookkeeping firms in conjunction with their clients’ use of Xero Online Accounting. It is a cloud-based application where users are able to access the application from
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any device at any time. It provides the tools to manage Xero client jobs and workflow efficiently from start to finish, helping you manage your projects from A to Z. In a nutshell, what can Xero Practice Manager do and how will G-Accon help you? • Practice Manager will help you assign work to staff members, look up staff schedules, view the jobs that are scheduled, see who is assigned on the schedule, set task deadlines and milestones, notify staff, mark projects complete, see productivity targets, and view actual billable time on the dashboard. Now all these details can be downloaded from Xero Practice Manager accounts to your Google Sheet by using the G-Accon for Practice Manager add-on. • Practice Manager can push sales invoices to Xero and G-Accon helps you do this in a more efficient way. For example, you can create invoices and upload them to the Practice Manager in bulk and then have them sent to the Xero application. • Practice Manager gets payment confirmations back from Xero. Once an invoice has been reconciled in Xero, it’s marked off as paid in the Xero Practice
@G_AcconServices
Andrey Kustarnikov, CoFounder & CEO, G-Accon Andrey Kustarnikov is the CoFounder & CEO of G-Accon. He has over 20 years of technical expertise in software development, microservices architecture, and cloud integration in the financial and banking sectors. He received an MBA degree and an MS in physics, and using these skills, he was able to build the tool, G-Accon. G-Accon has proved incredibly helpful to clients in solving their various issues, and Andrey is excited to see where G-Accon will go next.
Manager, giving you an accurate picture of profitability on each job. The same information gets automatically downloaded to Google Sheets through G-Accon based on your indicated schedule. • G-Accon can help you create Purchase Orders and import them manually or automatically from Google Sheets in bulk to the Xero Practice Manager, which converts them into Xero account payables. G-Accon will assist you with raising the purchase orders and receipt supplier invoices by importing these objects into the Xero Practice Manager. Once received, the details are automatically pushed to Xero for payment of the invoice. Your job costing is complete without you having to do a thing. • You can easily use G-Accon to build your BI solution in Google Charts, Data Studio, Tableau, Looker, Microsoft Power BI, and other BI products. You can build an invoice dashboard where users can view the whole invoicing process. The dashboard displays information such as money coming in, clients owing the most money, and a list of draft invoices that have not yet been approved. You can also present different types of invoices such as progress and final invoices,
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