When you open a Job, the Job Workspace displays. The Summary tab initially displays.
The Summary tab provides a snap shot of the Job Details. You can also update the Job State from the Summary tab.
You can click the Open job in XPM icon on the Summary tab (in the top right-hand corner of the Job Details pane in the Summary tab) to open the job in Xero Practice Manager.
You can also enter the details of a Phone Call, File Note or Meeting related to the Job directly from the Job Summary tab. These are entered in the same way as on the Client - Summary. Refer to the section Recording Client Interactions.
Documents and Tasks at the bottom of the Jobs - Summary list the most recent documents and tasks for that job. You can edit these from the Clients - Summary.
If you have set up Custom Fields for Jobs in your Xero Practice Manager these display on the Job - Custom Fields tab in FYI. You can add one or more Job Custom Fields as columns in the Jobs List and use this to sort and filer the Jobs List.
Note: The function to edit Client and Job Custom Fields in FYI is a Beta function and not yet available for general release. You will only see the Edit button in Client - Custom Fields if you are part of the Beta.
Sync from XPM
You can use the Sync from XPM button at the bottom of the Custom fields to sync the Job Custom fields for the specific Job from Xero Practice Manager to FYI.
Editing Client Custom Fields - Beta
You will only see the Edit buttons if you are an FYI administrator, or if you are a user in a User Group that has been given access to Administer Edit Custom Fields.
You can edit the values for Job Custom Fields in FYI. Any changes will sync to Xero Practice Manager immediately.
Click Edit and enter the new value. Click Save to save the change.
The Documents tab lists any documents that have been filed under that job.
The Tasks tab lists any tasks that have been created for any documents under that job, or any stand-alone tasks that have been created and filed under that job.
XPM Milestones and XPM Tasks
These tabs display the XPM Milestones and XPM Tasks from Xero Practice Manager.
The Processes tab lists any Automations and Custom Processes that have been set up to run manually and that can be run for a selected client.
The process is run in the same way as from the Client - Processes tab (refer to Client Apps, Processes and Process History and Custom Processes). When you are prompted to select the Job under which to file any documents created by the process. the currently selected Job displays as default.
The Comments tab lists any Comments that have been added to the job.
The Process History tab lists activities that have happened on the job, such as any processes that have run against the job.
In the Process History list, click the Status next to an entry to open the Process History Checklist for that process. This shows a summary of the steps in the process and shows the Status of each step. When clicking on an item, this opens the drawer to give you access to what the process created. You can also access any Tasks created by the process, for example, if you need to mark a blocking Task as "Completed" so that a process will finish.
The Process History Checklist is used in the same was as on the Client - Process History tab. Refer to Process History Checklist in Client Apps, Processes and Process History.