Webinars  /  Supercharge your Workflow Management with...
Peter Morgan
Peter Morgan
Key Account Manager | Ignition
Adam Ling
Adam Ling
Product Manager | FYI
Ned Appleton
Ned Appleton
Head of Sales | FYI
Samuel Larkings
Samuel Larkings
Key Account Manager | Ignition
ON-DEMAND WEBINAR 41 mins 17 Sep 2024

Join Ignition Key Account Managers — Peter Morgan (ICAEW) and Samuel Larkings —and FYI Specialists Adam Ling and Ned Appleton as they share practical tips and insights on how Ignition, Xero, XPM and FYI work together to supercharge your Workflow Management.

Watch this webinar to learn:

  1. How to set up recurring jobs as XPM Tasks using the Ignition/Xero Best Practice Model.
  2. How manage these XPM Tasks as though they were XPM Jobs for Workflow purposes.
  3. How bulk actions and automations in FYI can save you serious amounts of time.
  4. Where FYI is heading with Workflow Management Zaps, Reporting and Capacity Planning

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.

Adam Ling

Product Manager  FYI

Ned Appleton

Head of Sales  FYI

Host

Samuel Larkings

Key Account Manager  Ignition

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