Jobs and Time

Jobs and Setting Up Jobs in FYI

• Jobs Overview
• Best Practice for Standard Jobs and Workflow Jobs
• Enabling Jobs and Setting the Default Job for a Client
• Job States
• Best Practice for Updating Job States

Using the Jobs Lists

• Using the Jobs Lists
• Searching for Jobs
• Sorting and Filtering Jobs Lists
• Adding, Removing and Moving Columns in the Jobs Lists
• Grouping Jobs Lists

Displaying Jobs

• Using the Jobs Board
• Displaying Jobs from Other Lists
• Quick Access to Recently Used Jobs and Views

Working with Jobs

• Opening a Job
• Using the Job Drawer
• Nominating the Primary Job
• Selecting a Job when Filing a Document
• Jobs Bulk Update
• Create Job in FYI

Using the Job Workspace

• Displaying Information for a Job
• Job Summary
• Job Custom Fields
• Job Documents, Tasks, XPM Milestones, XPM Tasks, Comments
• Job Processes, Process History and Process History Checklist
• Job Activity

Workflow Jobs

• Enabling and Setting up Workflow Jobs
• Workflow Jobs
• Updating Workflow Jobs and Creating New Jobs

Time

• Adding Time
• Displaying and Updating Time
• Using Bulk Time Entry to Create Draft Time

Capacity Planning

• Capacity Planning Overview (Beta)
• Setup and Preparation for Capacity Planning (Beta)
• Running a Capacity Planning Report, Making Adjustments and Refreshing the Report Data (Beta)

Troubleshooting

• Job was updated in XPM, but the changes aren't displayed in FYI
• "Error saving Timesheet"
• Error exporting client or job details - Invalid custom field identifier
• Duplicate jobs created and error "duplicate key value violates unique constraint" error
• "Error exporting job state.... - Unknown Error" when doing a bulk update of Job States
• "Error exporting job state ... Invalid state code"
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FAQs - Jobs and Time

• Why are some of the options for Xero Practice Manager Job Category not showing when adding a Task?
• Why does a Job come through to FYI that has no Client assigned to it?
• Can Jobs be filed for the group instead of the client?
• Do the Client workspace and the filing details show all Jobs across the Client group?
• In the Jobs list, why is a team member's name not showing correctly in the Manager or Partner column?
• Why does a Time entry that I submitted have the incorrect client in Xero Practice Manager?
• See all 8 articles

FAQs - Job Custom Fields

• Why is a new or edited Job Custom Field in Xero Practice Manager not showing straight away in FYI?