How to deal with the new Xero Practice Manager on iOS?
Imagine you are in an important client/team meeting to discuss several important points related to job. The presentation you need to share with others include the details about the position of the current employees, job responsibility and management roles. This seems complicated as you can’t remember position of each staff member working in a large organization. Xero technical support team answers the question, how to deal the situation where you need to represent details about the staff members.
To resolve the complicated situation of presenting the record of staff employees, you can use the Xero Practice Manager by using the Workflow Max for iOS. Recently, the latest launch of the Xero practice manager for the iOS app allows the user to assign employees for several jobs and tasks.
If you don’t have the iOS app then download the latest version to get started with WorkFlow Max for the Android.
Here’s how you can assign job?
Open the Job screen and click the job you wish to select and choose the options appearing as details, status, dates and associated tasks.
Choose Assign Staff option to assign job or click on + symbol for the same.
HOW to Assign Staff to a task?
To assign a task to an employee, just click on the name and you will easily view all the assigned staff members on the main task screen. Most important, do remember that the you can only assign the employee to job with assigned task. If you wish to make any changes, then click the option Reallocate Staff.
If you need any further assistance regarding the staff or job management, simply dial the Xero Support Phone Number NZ +64-04-8879113 and take help from the financial experts. The assign job task is very important for large organization and when it comes to accurate management, then Xero finance software is the best choice.