The Job - Activity tab displays changes that have been made to the Job.
Xero Practice Manager
The following shows which changes made in Xero Practice Manager are reflected in the Job Activity.
| Change made in Xero Practice Manager |
Reflected in the FYI Job Activity tab |
| Job name |
Yes |
| Budget |
Yes |
| Job State |
Yes |
| Job Category |
Yes |
| Custom Fields |
Yes |
| Job Partner |
Yes |
| Job Manager |
Yes |
| Description |
Yes |
| Start Date |
No |
| Due Date |
No |
| Priority |
No |
| Staff Added |
No |
| Staff Removed |
No |
| Milestone Added |
No |
| Task - Estimated hours |
No |
| Task -Added description |
No |
| Task -untick billable |
No |
| Task - added allocated staff |
No |
| Task - updated allocated staff with time |
No |
| Task - start date and due date |
No |
| Task - removed to-do's |
No |
| Task - completed to-do's |
No |
GreatSoft
The following shows which changes made in GreatSoft are reflected in the Job Activity.
| Change made in GreatSoft |
Reflected in the FYI Job Activity tab |
| Job name |
Yes |
| Job State |
Yes |
| Task State |
Yes |
| UDFs |
Yes (Custom Fields in FYI) |
| Job Partner |
Yes |
| Job Manager |
Yes |
| Client Change |
Yes |
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray
