Jobs

Click the Jobs menu option, to display a list of all Jobs across the practice.

You can use the Jobs list to:

• View the state, due date and time allocations on a list of Jobs
• View the Category that a Job has been filed under
• View the last comment added to a Job
• Search, filter and view lists of Jobs
• Locate a Job you wish to work on, and see all the emails, documents, and tasks relevant to that specific job

For an introduction to Jobs, watch our tutorial below:

Jobs are automatically synchronised with Xero Practice Manager on a regular schedule.

State

The State displays the state of each job, according to how this is held in Xero Practice Manager – for example, In Progress, At Risk or Blocked.

The colour coding can be set for your practice using the Job States function in FYI.

Refer to Job States

Estimated, Actual and Variance

Estimated, Actual and Variance columns display time allocations imported from Xero Practice Manager jobs.

These are shown as times, in hours and minutes.

Last Comment

If any Comments have been added to a job, the most recent Comment displays in the Jobs list. To display Comments for a job, open the job and display the Comments tab.

Search, Filters, and Views for Jobs

You can use standard functions to search and filter the Jobs and to change and save your views.

Search for a Job by Job Name or Job ID in the Search Jobs filter.

Display Jobs as a Board or List. 

Selecting Board displays Jobs by State, with a total for all jobs for each State, and a summary of each job within that State.

 Refer to Using the Jobs Workspace

Working with Jobs

You can use the Jobs Workspace to locate a Job you wish to work on and to see all the emails, documents, and tasks specific to that job.

Refer to Working with Jobs for detailed articles on displaying and maintaining jobs, selecting a Job when filing a document and more.