Related Articles
Services & Pricing
The Services and Pricing area is where you set up your details for creating and sending proposals. Watch or read the guides below to learn more about setting up your Services & Pricing in The Gap. To set up your Services & Pricing: Navigate to Main ...
Using your Xero Practice Manager integration
Syncing your client records from XPM Once connected to XPM, an automatic sync will occur twice daily. This is a one-way sync - XPM remains the source of truth. Client records can only be updated in Xero and will, therefore, be in 'view only' mode in ...
Xero Practice Manager FAQs
Q: A banner saying "You have been disconnected from XPM" has appeared at the top of my page. Why am I seeing this? A: This banner can appear in three circumstances: A team member has disconnected your Xero Practice Manager account in The Gap Org ...
Creating and managing work items
A work item is made up of easy to follow steps and tasks that can be assigned across your team for an efficient, streamlined process. Each process is based in a Gap standard service and includes all the information you need to deliver it from ...
Change management for advisory success
Implementing structured advisory requires considered change management for the partners and the team. This article provides an overview of how to support your whole team to maximise outcomes for your firm. The change management and implementation ...