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Nagaris Mail (Microsoft 365)
Clients, groups & contacts
Integrations (XPM, Xero & BGL)
Invoices, payments & billing
Dashboard, reports & documents
Inbox, email & SMS
Team, roles & organisation settings
Engagements & proposals
Getting started & your account
AML & identity verification
Jobs, tasks & timesheets
Creating a job
Setting up recurring job schedules
Job statuses, XPM statuses and states explained
Editing job details and assigning staff
Using job name templates
How jobs and tasks flow to XPM
Understanding jobs in Nagaris
Reviewing, editing and deleting timesheets
Logging time
Managing tasks on a job
Finding, filtering and bulk-managing jobs
Composing and approving BAS returns
Reviewing a composed BAS return
Understanding BAS workpaper queries and exceptions
Understanding BAS workpaper queries and exceptions - Nagaris Docs | Productlane
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