Join Angie Poole, Automation Expert @ Ignition and Peter Morgan, Key Account Manager as they share their top tips for Automation using Ignition's native tools and connected apps.
Watch this session to learn how Ignition automates with:
Xero Practice Manager
Best Practice Overview
Fixing up Invoice Allocation
Using Workflows per Project
FYI - Elite Job Deployment using Zapier
Zapier - Creating Deals from Meeting
Speakers
Peter Morgan
Key Account Manager | Ignition
Peter has over 20 years of experience in practice in the UK. After selling his partnership interest and migrating to Australia, in 2008 he obtained his CAANZ accreditation to then work for 10 years in various senior roles within accounting firms. These roles enabled Peter gain heavy exposure to Xero Practice Manager (XPM).
Peter joined Ignition in 2019, with the goal to help other Accountants and Bookkeepers discover the huge benefits of using his favourite cloud app—Ignition.
He is an advocate of cloud accounting, and he is passionate about small business success and the adoption of new and emerging technologies.
Angie Poole
Key Account Manager | Ignition
Angie Poole is an Account Manager at Ignition. She has been working in the accounting & bookeeping industry for over 12 years specialising in implementations & integrations of cloud apps in the Xero Ecosystem.
Angie’s tech experience lends herself to supporting and educating accountants, bookkeepers and their clients on how to streamline their processes and automate their systems.
AU
