Product Update for June 2017: New dashboard panel and Xero settings improvements

July 7th, 2017 by Nick Dainty 1 minute read

Pipeline - the new dashboard panel

We've added a new Pipeline widget to your Dashboard. By tracking proposal acceptance rate, the Pipeline provides insight into the effectiveness of your proposals.

A detailed description of all the data in the Pipeline is available in this article.

Xero Settings

Better management of Xero settings

We've improved the way that Xero is connected to Practice Ignition and how settings for the connection are managed.

Many of our customers are Xero partners and as such have access to multiple Xero ledgers. When connecting Xero to PI, it's vital to select the correct ledger. The updated connection process lets you view and confirm the name of the Xero organisation that you are linking, as well as confirming your settings, before going ahead and enabling.

That's it for June - see you next month!

You may also like

0920 6 Steps heroblogimage
I know what it's like to have a traditional workflow that just isn't working. Several years ago, I moved from a traditional desktop paper-ba...
Read Now
Product Update July
Proposals: Total valuesWe've re-introduced the total values for each proposal status. You can now find these on the proposal list, underneat...
Read Now

Get started now

14 day free trial. No credit card required.
Try It Now For Free See how it works