Jobs and Time
Display and maintain XPM jobs within FYI. File documents at a job level. Add commentary and tasks. Add time.
Jobs and Setting Up Jobs in FYI
Using the Jobs Lists
Displaying Jobs
Working with Jobs
Using the Job Workspace
Workflow Jobs
Time
Capacity Planning
Troubleshooting
- Job updates in FYI are being lost after a sync with Xero Practice Manager
- "Error exporting job state.... - Unknown Error" when doing a bulk update of Job States
- "Error exporting job state ... Invalid state code"
- "Error exporting job state - Invalid job identifier" or "Unable to assign job to users - Invalid job identifier" when assigning jobs
- "Error updating job state - Change to state not accepted by XPM" displayed in Practice Activity when updating a Job in FYI
- "Error updating job state - Invalid task identifier" when a Workflow Task is updated in FYI but Task has been deleted in Xero Practice Manager
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?