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.
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!
He simply likes to make hard things easy to use, and he's great with data. Also slowly but surely improving his tennis skills.
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