You can add a Job directly from FYI. Jobs added in FYI are sychronised to your Xero Practice Manager.
- From FYI, click + New
Select Job from the list of document types.
Or, from the workspace, simply press the shortcut key J for a new Job. The Drawer will display on the right-hand side.
- In the Drawer, select or enter the details, or change the defaults that are given:
Name - Enter the name of the Job.
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.
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 - Enter the budget for the Job in hours and minutes.
Start Date and Due Date - Select the dates.
Description - Optionally enter a description for the Job.
- Click Save
Note: Any new Jobs created in FYI are synchronised immediately to Xero Practice Manager, whereas the synchronisation from Xero Practice Manager to FYI runs automatically every 24 hours. If you need to synchronise Jobs from Xero Practice Manager to FYI at any other times, this can be done by an FYI adminsitrator. Refer to Xero Practice Manager (Synchronising Clients, Staff, Jobs and Tax Returns).