If you are an FYI administrator, or a user in a User Group that has Permissions enabled for Create Jobs (refer to Managing User Groups) you can add a Job directly from FYI. Jobs added in FYI are synchronised to your Xero Practice Manager.
This article contains the following sections:
Note: There is a known issue that when Jobs that are created in FYI, if a Job Category is selected, this currently does not show in the Job drawer and is not synced to Xero Practice Manager. This will be corrected as soon as possible.
- From FYI, click the + button.
Select Job from the list of document types.
From the workspace, simply press the shortcut key J for a new Job. The Drawer will display on the right-hand side.
From the Jobs list or the Jobs Board, click Add Job.
- In the Drawer, select or enter the details, or change the defaults that are given:
Name - Enter the name of the Job.
Template - The list of Templates displayed are the Job Templates set up in Xero Practice Manager.
Client - Type at least three characters of the client name to display all clients containing those characters. Then click to select the required client.
State - Each Job holds a State, such as "In Progress", "Planned", "On Hold". As you can add your own customised States for Jobs in Xero Practice Manager, FYI includes a function so that an FYI administrator can map these to how the States display and are used in FYI. Refer to Job States.
Category - If relevant, select a Category. This list displays the Job Categories set up in Xero Practice Manager.
Primary - This allows you to select one lead Job to act as your tracking Job for the client. Refer to Nominating the Primary Job.
Budget - Optionally enter the budget for the Job as a monetary amount in a currency format, for example, 1,200.00 or 200.00.
Note: When Time is added for an XPM Task for the Job (with Time entries in FYI or Xero Practice Manager) both the Estimated and Actual fields display in the time format, for example, 01:30 for 1 hour and 30 minutes or 01:45 for 1 hour and 45 minutes.
Start Date and Due Date - Select the dates.
Assigned User - Select the User assigned to the Job.
Note: Only one user can be assigned to a Job when creating in FYI.
Manager - Select the Manager assigned to the Job.
Partner - Select the Manager assigned to the Job.
Description - Optionally enter a description for the Job.
- Click Create.
Jobs are Synchronised to Xero Practice Manager
Any new Jobs created in FYI are synchronised to Xero Practice Manager.
Tasks for the Job
If you want to add any Tasks to the Job, this must be done from Xero Practice Manager.