The Practice Settings for Jobs allow you to configure a variety of settings related to how jobs are used by your practice.
Displaying the Jobs Practice Settings
- Log in to FYI as an FYI Admin.
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From FYI, click Settings in the top right-hand corner.
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Select Practice settings from the drop-down, and then select Jobs.
- The Practice Settings - Jobs - Settings tab will be displayed.
Jobs Settings
Show Jobs by Client
This allows you to file documents either for a Job for the specific client, or for a job that exists for any client within the Client Group, for example when filing a document, or running a manual process for a client.
- Show jobs by client is ticked - only the jobs for the specific client are listed
- Show jobs by client is not ticked - all jobs for all clients in the Client Group are listed
When adding time, only Jobs for the selected client will be displayed.
If the option is not selected, or for practices on the FYI Elite plan where FYI is the selected Practice Management solution, jobs for all clients in the Client Group will be displayed.
Job Cabinet Security
This controls whether or not a Cabinet can be selected in a Job. This allows Cabinet security to be set on Jobs. Users only have access to those Jobs for the Cabinets to which they have been given access via the User Group they belong. Refer to Managing User Groups and Using the Job Drawer.
XPM Workflow Jobs 
This field is relevant to practices on the Pro plan integrated with Xero Practice Manager. Practices on the Elite plan will have access to Workflow Jobs immediately, and this setting will not be displayed.
When the XPM Workflow Jobs setting is enabled for your practice, Tasks that are set up for Jobs in Xero Practice Manager are synced to FYI and are created as Workflow Jobs, "sub-jobs" within the overall Job.
Note: Once enabled, XPM Workflow Jobs cannot be disabled. A prompt will be displayed to confirm you wish to proceed, click Yes to enable the setting.
We strongly recommend reviewing the features and considering this for your Practice. Refer to the following articles before enabling Workflow Jobs.