Jobs

When you click the Jobs menu option, this displays a list of all Jobs across the practice.

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

You can also add Jobs from FYI which are synchronised to Xero Practice Manager. Refer to Adding a Job from FYI.

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

Quick Access to Recently Used Jobs

Click the down arrow next to the Jobs menu option from any list or workspace to select one of the last 20 jobs you have worked on.

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, adding a Job from FYI and more.