Overview
Capacity planning is one of the biggest challenges faced by accounting practices. Link has developed an end-to-end solution for this problem which provides visibility never seen before by the accounting industry.
- Assign target capacity for each team member
- Bulk schedule of Xero Practice Manager tasks
- View capacity at a practice level
- View capacity at a team member level
- Drag and drop workflow for your team
- Easily reassign tasks as deadlines or priorities change
Your practice capacity is updated live based on timesheets, task overruns, unscheduled work, leave taken, plus many more factors.
Link allows you to see what you cannot see.
Link + Xero
Overview:
Clients, Jobs and Job Tasks are all setup in Xero Practice Manager and pulled through into Link for capacity planning.
Getting Started:
When connecting Link and Xero Practice Manager for the first time, all of your existing job information is pulled through.
Link to Xero Practice Manger:
- Tasks that are scheduled in Link update the tasks in Xero Practice Manger with the estimated time and due dates.
- Tasks that are completed in Link are completed in Xero Practice Manager. If a task is assigned to multiple people, the task in Xero Practice Manager will only be completed once everyone assigned to the task completes it.
- Any job information that is updated in Link is updated in Xero Practice Manager.
Xero Practice Manger to Link:
- Link checks for updates in Xero Practice Manager every ten minutes for new or modified timesheets, new tasks and jobs.
- Link also checks Xero Practice Manager every 24 hours for changes made to job fields.
Getting started
It is easy to get started with Link and begin planning your year ahead. Simply start your free trial and you'll be up and running in less than 5 minutes.
If you would prefer to see a demo, or would like extra help on your trial, we provide one-on-one meetings at no charge to ensure you have a great experience.
You can start your trial or book a demo with our team using this link:
