Each Job holds a State, such as "In Progress", "Planned", "On Hold".
You can change the State of a Job in FYI in any of the following:
- In the Job Drawer. Refer to Using the Job Drawer.
- In the Job Workspace from the Job - Summary tab. Refer to Job Summary.
- Using Bulk Update. Refer to Jobs Bulk Update.
- Using Drag and Drop in the Jobs Board. Refer to Using the Jobs Board.
- From an Automation Process using the Update Job step. Refer to Automation Process Steps.
This article relates to practices integrated with Xero Practice Manager.
This article contains the following sections:
- Syncing Job States
- Managing Job States in FYI
- Adding a New Job State in Xero Practice Manager
- Syncing Stopped for Jobs in Xero Practice Manager with a Status "On Hold", "Completed" or "Cancelled"
- Renaming a Job State in Xero Practice Manager
- Deleting a Job State in Xero Practice Manager
- Error Accessing a Renamed or Deleted Job State before the change has Synced
Default Job States
When you set up your trial account with FYI, the following Job States are automatically added.
- Planned
- On Hold
- In Progress
- Completed
- Cancelled
These can be changed as required (refer to Managing Job States).
Syncing Job States
Job States Changed in FYI
If the Job State for any Jobs is changed in FYI for an individual Job (from Job Summary tab or from the Job drawer) these are synchronised with Xero Practice Manager immediately.
If the Job State for any Jobs is changed in FYI using Bulk Update these are synchronised with Xero Practice Manager within 15 minutes.
When Job States are synced to Xero Practice Manager, if the State cannot be changed in Xero Practice Manager for any reason, this is reported in Practice Activity (refer to Practice Activity).
Job States Changed in Xero Practice Manager
If the Job State is changed for any Jobs in Xero Practice Manager, these are synced with FYI overnight, or if Jobs are manually synced.
Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager and Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.
Managing Job States in FYI
As you can add your own customised States for Jobs in Xero Practice Manager, FYI includes a function so that an FYI Admin can map these to how the States display and are used in FYI. This allows you to select the colour coding of how they show in FYI, and also nominate which of the Xero Practice Manager States you use in your practice to indicate a "closed" job.
For details, refer to Managing Job States and Best Practice for Updating Job States.
Adding a New Job State in Xero Practice Manager
When adding a new Job State in Xero Practice Manager, it must be allocated to a current Job in Xero Practice Manager in order for it to sync to FYI.
When a new Job State is synced from Xero Practice Manager to FYI, it will be automatically assigned a colour in FYI. This is selected randomly from the current list of available colours.
Syncing Stopped for Jobs in Xero Practice Manager with a Status "On Hold", "Completed" or "Cancelled"
If the "State Type" of a Job is changed in Xero Practice Manager to "On Hold", "Completed" or "Cancelled", the Job stops being synced to FYI.
If you make any changes in Xero Practice Manager, such as to the Job Name or the due date, and the job is not current in Xero Practice Manager (that is where the "State Type" is not "Standard"), this update will not be changed in FYI. If any such changes are needed to a completed job, change the state in Xero Practice Manager so it is not completed, make the change, sync it to FYI, then set it back to a completed State Type.
Renaming a Job State in Xero Practice Manager
If you rename a Job State in Xero Practice Manager, FYI has no way of detecting this and sees it as a new job state. The only way to change an existing job state is as follows::
- Change the job state name in Xero Practice Manager.
- In FYI, sync the changes using the sync function within the FYI Job list.
- As an FYI Admin, navigate to Settings - Practice Settings - Documents - Job States.
- Select the old Job State and make the Type "Archived"
- Reload your browser window.
The old Job State name will no longer appear as long as no Jobs have that state.
Deleting a Job State in Xero Practice Manager
If you delete a Job State in Xero Practice Manager, FYI cannot detect this. It needs to be manually archived in FYI.
- Check if there are any jobs with that Job State in FYI and, if so, change these as relevant.
- As an FYI Admin, navigate to Settings - Practice Settings - Documents - Job States.
- Set the deleted Job State to Type "Archived"
- Reload your browser window.
The deleted Job State name will no longer appear in any selections of Job States.
Error Accessing a Renamed or Deleted Job State before the change has Synced
If a Job State has been deleted or renamed in Xero Practice Manager, and the change has not yet synced to FYI, when the Job State is changed in the Update Job drawer FYI this may display "Error exporting job state ... Invalid state code"
In this event, run a manual sync of Jobs to update the change to FYI, then change the Job State of the job in FYI. Refer also to the FAQ "Error exporting job state ... Invalid state code".