How to run a cloud practice with Practice Ignition integrating into Xero and XMP


Date: Jun 3, 2020 - Jun 3, 2020

CPD hours: 2 Hours

Time: 15:00 - 17:00

Event Type: Webinar

Presenter: Will Dutton
Presenter: Matt Fox 
Accountant

In this webinar you’ll learn the power of Practice Ignition. Through Practice Ignition we can deploy workflow to Xero Practice Manager which will render any of your current recurring jobs redundant, saving you time and effort. Repeating invoices will be a thing of the past as Practice Ignition can deploy auto-reconciling invoices to Xero from your proposals.

Overview   

In this webinar you’ll learn the power of Practice Ignition. Through Practice Ignition we can deploy workflow to Xero Practice Manager which will render any of your current recurring jobs redundant, saving you time and effort. Repeating invoices will be a thing of the past as Practice Ignition can deploy auto-reconciling invoices to Xero from your proposals. 

Learn time-saving tips and tricks, how to link all your different software and also learn how Xero HQ can collect client data. You will also see how to make use of the free tools that Xero offers. 

We’ll provide free resources to speed up your integration process, enabling you to see results instantly. 

Sign up for a free trial and we’ll map out your firm’s current processes and recommend apps to fill the gaps. First in best dressed! 

Join Practice Ignition's Will Dutton and Matt Fox on 03 June 2020 from 3:00 p.m. to 5:00 p.m. where you will learn the easy steps to setting up a streamlined firm today. 

Please click here for more information on Practice Ignition.  


Learning objectives  

 By the end of this event the participant will: 

  • Understand how Practice Ignition integrates with other apps; 

  • Know how to deploy workflow to Xero Practice Manager; 

  • Learn how to auto-reconcile invoices to Xero; and 

  • Understand how to make use of Practice Ignition's free features. 


Content 

  The webinar will cover the following topics:  

  • Integrating PI into other apps. 

  • Integrating with Xero Practice Manager. 

  • Invoice auto-reconciliations. 

  • FWill Dutton

  • ree resources offered. 

  • Signing up for a free trial.  


Obtaining your CPD certificate 

  

This webinar is free and does not qualify you for CPD hours.  

  


 About the presenter 

Will Dutton  

Will Dutton has a passion for building businesses and empowering the people involved to grow. Coming from an entrepreneurship background, Will Dutton built a coffee chain brand in South Africa called vida e caffè. He took the business from 3 stores to more than 180 stores internationally in 12 years.  Currently Will is Head of Partnerships for Practice Ignition in South Africa.  

Matt Fox 

Matt was an accountant for 5 years, working in both legacy and cloud accounting firms. From there he spent two years at Xero where he specialised in Xero Practice Manager (XPM) training, onboarding firms of all sizes and creating bespoke financial reports.  Matt’s just ticked over one year at Practice Ignition and has loved the move from Australia to the UK. 


Who should attend 

  The following persons will benefit from attending this webinar: 

  • Professional Accountants including: RA(SA), CA(SA),PA(SA) and BAP(SA); 

  • Bookkeeping/accounting and audit practice owners;  

  • Accounting/bookkeeping and audit practice trainees. 


Price 

This webinar is free. 

 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 


Additional material 

  By attending this webinar you will be provided with: 

  • Summarised slide presentation 

  • Reference documents and / or course material where available 

  • You can ask questions during the webinar and you will also have access to me the presenter after the webinar 

Deep dive into Practice Ignition, learn how to add videos, marketing brochures and create an awesome first impression. 

Save this event to your Google or Outlook calendar.


Venues & Dates

The following venues and dates are available for this event.

I'm ready to join, please contact me

Need Help ?

Explore Smarty