Client Verification via BGLiD links through to XPM
It would be great if when a client completes their BGLiD verification, that that data can go back to XPM and complete the Client Verification section. Would save a lot of time & reduce the potential for entries being missed.
5
votes
Alyce Franklin
shared this idea
Hi Alyce! Did you know it's already possible to do this in XPM?
There is an integration between BLG CAS 60 and XPM and you can find more information about that integration here.
To ask questions about using XPM and the CAS 60 integration in community you can post or join Discussions on Xero Central. Thanks😊
