Question
How do I generate a comparison report between my connected Xero Practice Manager (XPM) and NowInfinity?
Answer
The following will need to be actioned by a user with Administrator permissions.
- Navigate to Menu > Portal > Portal Settings > Practice Management
- Select "Sync Data"
- Ensure "Companies" is ticked.
Note: "Refresh data" is optional for purposes of generating a comparison report - Select "Run"
- Leave the page open while the syncing progresses. This will take a few minutes, with larger company lists taking longer.
- Once the sync is complete, select "Download Report"