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
Working with Jobs
Using the Job Workspace
- "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
- "Time cannot be entered against a completed job" shown in Practice Activity when submitting Time entries
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?