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Job Templates & General settings

Hello everyone, it is a challenge in the new XPM to find general settings and job templates, which were previously under Practice.

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Mamoroke Lehobye CA(SA) shared this idea  ·   ·  Report…  ·  Admin →
Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded  · 

Hi all, thanks for reaching out! We understand that when you’re trying to standardise your practice’s workflow, not being able to easily find templates and settings can be a roadblock.

The good news is that these features are already available in Xero Practice Manager (XPM). As highlighted by Andrea as well:

  • General Settings: Click on your Practice name > Settings.
  • Job Templates: From General Settings, go to Jobs > Job Templates to create and manage structures for recurring work.

Since these tools are already built in to help automate your practice, we will be closing this idea for votes.

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  • Louis Evangelou commented  ·   ·  Report

    Thank you to Andrea Frost for pointing out where the settings were. I was struggling for a while to find it, expecting it to be under 'Practice' as mentioned by Mamoroke

  • Andrea Frost commented  ·   ·  Report

    I have found the task manager! You have to go top left and click on the initials of your Firm name. Then click settings icon (gear) which will take you to the old General Settings page. It took JAX 5 attempts to get this for me.