You can see the details of a job by displaying the Drawer or opening the job. Refer also to Opening a Job from the Jobs Workspace.
To open the Drawer, select a job on the workspace by clicking in the list anywhere other than the Job Name or the Client name. The Drawer displays.
Click the Details section to expand this.
You can use the Drawer to perform maintenance on a job, such as changing the job State.
When a change is made, this is automatically updated to the job in Xero Practice Manager as part the synchronisation.
Note: You can also add Jobs from FYI which are synchronised to Xero Practice Manager. Refer to Adding a Job from FYI.
You can use Bulk Update to update details on more than one job at a time (refer to Bulk Update of Filing Details).
Comments can be added to a job. These can be used to add any notes and also allow team members to collaborate on a job. Refer to Adding Comments and Notifying Team Members. The last comment that was added is displayed on the Jobs workspace.
Opening the Job in Xero Practice Manager
To perform any additional maintenance, you can open the job in Xero Practice Manager directly from the FYI Drawer by clicking the Open in XPM tool in the action bar at the top of the Drawer (you may be prompted to login to Xero Practice Manager).