Contents
Where to find workflow scheduling report in xpm?
An overview of workflow scheduling within XPM can be found here. The scheduling report contains all the jobs rolled over within the organisation. The report lists all the tasks to be completed for the year sorted by the client name. We use this report to click into each job and schedule the work out.
Why do we need client engagement in xpm?
A client engagement can contain multiple tasks such as annual accounts, GST’s, coaching, etc. These tasks need to be allocated so your practice manager has visibility of capacity within the organisation and your staff are aware of what to be working on and when these tasks are due.
Do you need help setting up Xero practice manager?
XPM is a system you will need help setting up. It is such a powerful tool that reduces admin time, but when setup incorrectly it can cause inefficiencies around invoicing and ineffective reporting. Our course ensures you avoid all the common mistakes and you are able to utilise the power of this incredible platform.
Where can I find the export program manual?
Appendix C Phytosanitary Certificate Issuance & Tracking (PCIT)C-1-1 Appendix D ResponsibilitiesD-1-1 Appendix E Collecting State and County Export Certificate FeesE-1-1 Appendix F Supplemental FormsF-1-1 GlossaryGlossary-1 IndexIndex-1 Contents TOC-2 Export Program Manual 06/2017-22 11/2013-16 Export Program Manual LOF-1 Export Program Manual
What to do when a flow fails in Microsoft Docs?
Select My flows. Select the flow that failed. In the 28-day run history section, select the date of the failed run. Details about the flow appear, and at least one step shows a red exclamation icon. Open that failed step, and then review the error message.
How to troubleshoot a flow in power automate?
Repair tips emails are optional. If you don’t want to receive them, just turn them off from the properties menu for the specific flow. If your flow fails, you can also troubleshoot it directly in Power Automate. Here are a few common failure scenarios and tips on how to fix them. Select My flows. Select the flow that failed.
Why is my Cloud Flow automate not working?
In many cases, flows fail because of an authentication error. If you have this type of error, the error message contains Unauthorized or an error code of 401 or 403 appears. You can usually fix an authentication error by updating the connection: