How it works

When you manage your own jobs in Practice Connect, a new page appears where you choose the job to use for each client.

Open Jobs Mapping in Practice Connect.
For each client, select the single XPM job you want Practice Connect to use for tracking costs and associated invoices. Make sure it is the correct active job for that client.
Once mapped, the job is confirmed.

Practice Connect then tracks each client's costs against the job you chose, instead of creating its own period jobs.

After mapping, send your costs for tracking

Once your mapping is done, check that the costs sync across:

Go to the Costs page and open the Pending Action tab.
Review the costs waiting to be synced. The status of each cost is shown on the left.
Select all, then choose the action Send for Tracking.
Once the process has finished, the costs will appear in the Tracking page and you can see the Practice Client and Job that the costs have been sent to.

One job per client group. All costs and invoices go to the same client so they are easier to track.
Use an annual job. Jobs that close more often, for example quarterly, mean you have to return to Rechargly each period to choose a new job for each client. Annual jobs avoid that and reduce the risk of costs landing on a closed job.
Use jobs that can close. Avoid a job that stays open in perpetuity, as it creates reconciliation issues over time.

When Rechargly manages the jobs, we automate them for you. Most importantly, we close a job automatically once all its costs have been invoiced.

When you use your own jobs, that automation stops. Managing the jobs becomes your team's responsibility, and there is more room for error.