XPM Correspondence Delivery Method
- Shane Dunne
- Bhavana Yerra
Overview
When a document arrives in the ATOmate Dashboard for a particular client it may be important to understand what the preferred delivery method of documents for that client should be.
The following process will enable you to setup and manage that preference within XPM which will then facilitate the distribution of documents from the ATOmate Dashboard in the correct manner.
ATOmate Setup
Step | Action |
|---|---|
1 | Within the ATOmate Dashboard, navigate to Settings and click on the Xero Practice Manager tab  |
2 | Click on the Create Correspondence Delivery Method button 
|
3 | Click YES - this will create a new Custom field in XPM for you to configure 
|
Only the practice Super User will be able to complete this part
XPM Setup
Step | Action |
|---|---|
1 | Login to XPM and for each Client where the Correspondence Delivery Method is important to know for delivery of their ATO documents you can make that selection here. 
Valid selections from the drop down include Email, Post or Portal (for those Document Managment systems that integrate their Portal with ATOmate)
|
2 | This field then needs to be added to the “ATOmate - Client & Contact Report” - you can find the guide here for that process - XPM - Client Report Setup. That field is called [Client] Correspondence Delivery Method Save and Run the report 
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3 | Drop a copy of the updated Client & Contact Report into the ATOmate\Export folder |
Outcome
Going forward, when you receive a document into the ATOmate dashboard for a client you have set the Correspondence Delivery Method for in XPM it will display as a prompt in the Queue above the action buttons.
