XPM Knowledge Base
Discover the power of XPM with our knowledge base, showcasing Nyfti's Best Practice through text, images and videos.
Knowledge Base Content
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Overview
FREE PREVIEW -
Data Sources & Sync
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Maintaining the Client Database
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Overview
FREE PREVIEW -
Creating or Updating a Client Profile
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Understanding Contacts in XPM
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Custom Fields on Clients
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Overview
FREE PREVIEW -
General Settings in XPM
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Practice Settings
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Client Settings
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Job Settings (Video Coming Soon!)
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Task Settings (More Content Coming Soon!)
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Staff Settings
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Capacity Planner
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Custom Fields in XPM
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Notifications
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Personalisation Settings
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Connection Settings
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Overview
FREE PREVIEW -
Job Templates
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The Job Manager in XPM
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Recurring Jobs
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Internal Job
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Overview
FREE PREVIEW -
Menu & Dashboard
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Logging Time
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Logging Ad Hoc Time
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Allocating Costs to a Job
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XPM Knowledge Base
- 49 lessons
Included in Subscription
Your practice subscription to the XPM Knowledge Base will include not only access to the knowledge base content for 2 practice champions, it also includes access to additional benefits to support your practice on your XPM journey!
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Monthly Webinar on XPM
Subscribers will receive access to attend our monthly, informative webinar on XPM where we share tips, answer questions and provide additional training
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Unlimited XPM Support
Subscribers receive access to our XPM community discussions platform where you can ask our consultants as many questions as you like for guidance & support
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Content Recommendations
Subscribers can submit their queries and content recommendations for our team to address and include in future content
Course Outcomes
We aim to achieve the following through our XPM knowledge base
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Ensure users understand their data and can interpret reports to make better business decisions
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Create an understanding of the functionality of XPM and how user input and processes can affect data output
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Provide guidance on best practices for maximum automation, optimisation and reporting capabilities. Resources included.
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Provide troubleshooting techniques to resolve data discrepancies, data duplications and sync errors between XPM and Xero
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Includes video tutorials to train new staff and assist with the maintenance of the software internally
What our clients have to say
If you are still unsure whether you can benefit from this knowledge base, see what our clients have to say about this course
“Working with the Nyfti team and leveraging their comprehensive XPM knowledge base has been transformative for our business. We now have real-time insights, more accurate billing, and confident team leaders. The more you invest in the process, the greater the return.”
Matthew Barlow, Bizrev Accounting
FAQ
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Why is this knowledge base not part of Xero Central?
Nyfti is a third party consulting agency that specialises in Xero, integrations to Xero, and the implementation of Xero Practice Manager. Nyfti is a registered, and award winning, app implementation partner and has done many XPM implementations on behalf of Xero for Xero Partners.
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Will this knowledge base teach me to set up my own XPM?
This knowledge base is not aimed at teaching you how to facilitate an XPM implementation from scratch, but it can definitely assist you in understanding the process and setup implications. The purpose of the knowledge base is to assist users with the maintenance, optimisations and reporting in XPM.
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How do I get an XPM account?
XPM, or Xero Practice Manager, is only available to Xero Accounting Partners. If you are already a Xero partner, you can contact your Xero Account Manager for assistance.
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Why is this knowledge base subscription based and not an online course?
We are constantly updating and adding content as we receive your feedback and requests, with subscription-based billing we can keep the content more interactive and provide subscribers with ongoing support. You can however only subscribe for a month, go through the whole knowledge base and cancel your subscription once you are through the content if you do not require ongoing support.