You can use the Jobs List to:
- Search, filter and view lists of Job.
- Use the Views selector to select the Jobs that display. An FYI administrator can set up Jobs Views for your practice (such as Jobs filtered by one or more certain Job State).
- View the state, due date and time allocations on the list of Jobs.
- View the Category that the Job has been filed under.
- View the last comment added to a job. To display all the Comments for a job, open the job and display the Comments tab.
- Locate a Job you wish to work on, and to see all the emails, documents and tasks that are relevant to a specific job.
- Job Link to create a hyperlink to a selected job.
Refer also to Jobs.
For a video walkthrough of this feature, refer to Tracking WIP using the Job Board (4 min).
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.
Expanding the Name Column
You can expand the Name column by clicking the Expand icon in the column heading. This is useful if the Job has a long name, and also when searching to see which of the documents, clients or jobs you are looking for in the search results. Click the Expand icon again to return to the usual column width.
If you are saving the view, it can be saved with the Name column expanded by saving the view with Save Advance Search selected.
Search, Filters and Views in the Jobs List
You can use standard functions to select a View, search and filter the Jobs List. And FYI administrator can also change and save the Views that are available. These Views are then also available on the Jobs Board. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.
As well as searching on the Job Name, you can search on the Job ID. To search for a Job by its ID, enter the ID in the Search Jobs filter.
You can also search for Jobs for clients assigned to one or more partners or to one or more managers. Select the Partner and/or Manager in search boxes. To select more than one Partner or Manager, select each in turn from the drop-down lists.
If you make a selection for Partner or Manager, or enter search criteria, this is held as the selection if you then re-display the Jobs Board and vice versa.
Using the Columns function, you can include additional columns in the Jobs list such as Partner, Manager, Assigned (to show who the Job is assigned to). Refer to Adding/Removing/Moving Columns in a List.
Custom Fields in Jobs Lists
If Custom Fields are enabled for Jobs in Xero Practice Manager, these can be included as columns in the Jobs lists in FYI (refer to Adding/Removing/Moving Columns in a List). These are selected in the same way as Custom Fields on the Clients List (refer to Searching for Clients). As well as the Job Category, these provide additional ways to sort and filter jobs.
Hiding Closed Jobs
By default, the Jobs list will hide any jobs that are 'closed'.
To include closed jobs, click the Hide Closed button to disable this and include any closed jobs.
Jobs are marked as being closed using the State.
When you move out of the list, this is automatically set to the default settings of Hide Closed enabled.
An FYI administrator can set up which of your Xero Practice Manager custom States indicate a closed job using the FYI Job States function. Refer to Job States.
For clients that are part of a client group, there will be a Xero Practice Manager job for each client and for each year.
In FYI, you can nominate which job is the Primary Job for that client group. Refer to Nominating the Primary Job.
Once the Primary Jobs have been nominated for clients within a client group, you can use the Jobs List to display only these primary jobs.
On the Jobs List, to show only the Primary jobs, click the Primary Only button to enable this.
When you move out of the list, this is automatically set to the default settings of Primary Only set off.
Displaying Jobs as a Board or List
The Jobs List can be displayed as a Board or List. Click the Board button in the top right-hand corner. Refer to Using the Jobs Board.
Selecting Board displays Jobs by State, with a total count of all jobs for each State, and a summary of each job within that State. Use the scroll bar at the bottom of the screen to scroll left and right.
Where selections have been made such as the View, Partner, Manager or a Search, these are carried over to the Jobs Board if this is selected.
When navigating between the Job features in Jobs, Clients - Jobs and Dashboard - My Jobs, and when you logout, your choice of the Board or List view is automatically retained.
To re-display the workspace as a list, click the List button.
Viewing the state, time allocations and comments on the Jobs List
You can use the Jobs List to view the state and time allocations on lists of Jobs (according to how this is held in Xero Practice Manager) and Comments added to Jobs in FYI.
Opening a Job from the Jobs List
You can also use the Jobs List to locate a Job you wish to work on, and to see all the emails, documents and tasks that are relevant to a specific job.
Refer to Opening a Job.
The synchronisation of jobs from Xero Practice Manager with FYI runs automatically every 24 hours.
A manual sync can be performed if, for example, a job has been added or changed in Xero Practice Manager and needs to be available in FYI straight away. This can be done by any user from the Jobs List by clicking the Sync button and this will only sync the jobs. Refer also to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
If the Job State is changed for any jobs in FYI, this is synchronised with Xero Practice Manager immediately.
Exporting a List
You can Export the information that is currently displayed in the Jobs list as a .CSV file (Comma Delimited) which you can then open in Excel. Refer to Exporting Lists.
Using the Tool Bar to Work on Jobs
When you select one or more Jobs in a list, buttons display in the tool bar with additional functions.
These allow you to perform various functions. Refer also to Tool Bar and Right-Click Functions.
The tool bar functions that are relevant according to whether a single job or multiple jobs are selected. The following shows the tool bar when a single job is highlighted in the Jobs List.
You use the tool bar to do the following functions, as relevant:
- Open the selected Job to display the Job workspace.
- Open in XPM open the selected job in XPM.
- Bulk Update to update the Status of the selected jobs.
- Job Link to create a hyperlink to the selected job within FYI. The Job Link is copied to your clipboard and can be pasted outside of FYI.