Overview of Link

See the complete workflow from job creation through to invoicing and close-out.

In this walkthrough, we begin by creating a job in Xero Practice Manager, capturing the client, budget and job category. We then follow the job into Link, where the work is broken into tasks, allocated to the right team members and previewed against future capacity before being published into Workflow.

From there, we move the task through each stage of the process, from information collection into review. We also demonstrate how Work Chat keeps communication connected to the task, allowing team members and managers to discuss review points, share updates and, naturally, send the occasional GIF.

Once the work is completed, the task moves into Completed Work, giving the accounts team clear visibility that the job is ready to invoice. Finally, we click the job number in Link to open the job directly in Xero Practice Manager, raise the invoice and close out the process.