XPM Pathway
Follow our path to success and become a master of XPM
1. Fundamentals
Get started with XPM by completing our Fundamentals course. This course provides a navigational overview along with how to create jobs, log time and invoice clients.
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2. Dashboards (WIP, Invoices, Clients) in XPM
Unleash the full potential of XPM dashboards! Whether you're managing clients, invoices, or work in progress, with our expert knowledge we will guide you through the process of filtering and displaying the information that's truly meaningful to you and your business.
3. Recording Time in XPM
Are you ready to take control of your time? You'll discover the different types of time, including billable, non-billable, and capacity reducing, and learn the various techniques for entering time, including how to effectively use timesheets to streamline your workflow and optimise your productivity.
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4. Client and Contact Management
Get ready to master the art of client and contact management like a pro! learn how to create and organise clients and contacts, establish groups and relationships, and effectively manage your client database with advanced techniques for archiving, restoring, merging, and deleting clients.
5. Invoicing in XPM
With our expert guidance you'll gain the skills and confidence you need to create a variety of powerful invoice types, including deposit/interim invoices, progress invoices, final invoices, and even multi-client invoices.
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6. WIP Wash Up in XPM
Join us as we dive into the world of WIP and WIP washup. Discover the importance of understanding WIP and how it can impact your business. We'll explore the two types of WIP washup processes and analyse the pros and cons of each. Plus, you'll learn the essential skills for reversing a completed WIP washup and completing a multi-client, multi-job WIP washup.