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Difference between revisions of "Getting Started Guide for Xero Practice Manager"
Getting Started Guide for Xero Practice Manager (view source)
Revision as of 16:45, 14 November 2024
, 14 Novemberno edit summary
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# Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required. | # Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required. | ||
# Click on '''Create Model''' button to create and save the model. | # Click on '''Create Model''' button to create and save the model. | ||
#: You will be redirected to View Model Page. Click on Data Files tab to check if your Xero Practice Manager data file(s) have automatically been assigned to the model. | #: You will be redirected to View Model Page. | ||
# Click on Data Files tab to check if your Xero Practice Manager data file(s) have automatically been assigned to the model. If the data file(s) are not assigned, click on '''Assign Xero Practice Manager Data Files''' button, and select the required data files. | |||
# Click on '''Save'''. | # Click on '''Save'''. | ||
# Click on '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports. | # Click on '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports. | ||