Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Introduction to XPM WIP Wash Up

    • Welcome to XPM WIP Wash Up

    • In this Course

    • An Overview of WIP and WIP Wash Up

    • Knowledge Check

  • 03

    Section 2: Quick WIP Wash Up OR Invoice Based WIP Wash Up

    • Quick WIP Wash Up OR Invoice Based WIP Wash Up

    • Knowledge Check

  • 04

    Section 3: Quick WIP Wash Up

    • Quick WIP Wash Up Overview

    • Quick WIP Wash Up Important Points

    • Quick WIP Wash Up: Single Job

    • Quick WIP Wash Up: Single Job Demonstration

    • Quick WIP Wash Up: Multiple Jobs-Single Client

    • Quick WIP Wash Up: Multiple Jobs-Single Client Demonstration

    • Quick WIP Wash Up: Multiple Jobs-Multiple Clients

    • Quick WIP Wash Up: Multiple Jobs-Multiple Clients Demonstration

    • Knowledge Check

  • 05

    Section 4: Reversing a Quick WIP Wash Up

    • Reversing a Quick WIP Wash Up - Overview

    • Reversing a Quick WIP Wash Up

    • Reversing a Quick WIP Wash Up

    • Knowledge Check

  • 06

    Section 5: Invoice Based WIP Wash Up

    • Invoiced Based WIP Wash Up - Overview

    • WIP Wash Up Calculator

    • Invoice Based WIP Wash Up: Single Job-Single Client

    • Invoice Based WIP Wash Up: Single Job-Single Client Demonstration

    • Invoice Based WIP Wash Up: Multiple Jobs-Single Client

    • Invoice Based WIP Wash Up: Multiple Jobs-Single Client Demonstration

    • Knowledge Check

  • 07

    Section 6: Invoice Based WIP Wash Up: Multiple Clients-Multiple Jobs

    • Invoice Based WIP Wash Up: Multiple Clients-Multiple Jobs

    • Assign a billing client

    • Setting Up Billing Clients for Invoice Based WIP Wash Up

    • Preparing the invoice

    • Editing the invoice

    • Invoice Based WIP Wash Up: Multiple Clients-Multiple Jobs Demonstration

    • Knowledge Check

  • 08

    Section 7: How to reverse Invoice Based WIP Wash Up

    • How to reverse Invoice Based WIP Wash Up

    • How to cancel an invoice in XPM

    • Problem: I am unable to delete an Invoice

    • Knowledge Check

  • 09

    Section 8: Cleaning up after the Invoice Based WIP Wash Up

    • Extra Steps Required if using Invoice Based WIP Wash Up

    • Deleting a draft invoice in Xero Blue

    • Mark an XPM Approved Invoice as Paid

    • Knowledge Check

  • 10

    Section 9: What NOT to do when using Invoice Based WIP Wash Up

    • Corruption of Staff Performance and Profitability Data

    • Knowledge Check

  • 11

    Section 10: WIP Wash Up with Practice Ignition

    • From PI to Xero Blue to XPM

    • Knowledge Check

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