Help
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Overview
Powerful & Flexible XPM invoicing. The WIP and Invoice Manager for XPM is designed to provide users greater flexibility as well as streamline the process of WI… -
WIP Analysis
The WIP menu item will allow users to display XPM timesheet entries, existing estimates and costs, prior to commencing the invoicing process. The WIP analysis … -
Invoicing
From the menu bar selecting the Invoices option will present you with a list invoices raised during the current reporting period for the users reporting group.… -
Costs & loading them
Any costs incurred by the firm which need to be passed onto clients in invoices can also be added to the system. These costs can then be written up or off in t… -
Inviting team members to your account
To onboard a new team member they must be invited into the system. To do this, navigate to the main menu in the top right corner and select Account Settings Fr… -
Offboarding team members
When a team member leaves you will need to ‘Offboard’ them to ensure they no longer appear in dashboards and reports where they are not required. From the ‘Sta…