Why aren't jobs showing in the 'My Jobs' workspace?

Issue

Jobs you have been allocated are not displaying in your My Jobs tab in the Home workspace.

Cause

Jobs have not been assigned to you as Staff in Xero Practice Manager. Job Partner and Job Manager fields do not populate into My Jobs. 

Note: For practices with Workflow Jobs enabled, Custom User Roles must be mapped and users selected in the custom field to display in My Jobs.

Solution

Practices not using Workflow Jobs

For practices not using Workflow Jobs in FYI, the Staff will need to be assigned to the Job in Xero Practice Manager. Once assigned, users can run a manual sync or wait for the automatic sync to complete. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.

Practices using Workflow Jobs

For practices using Workflow Jobs in FYI, an FYI Admin will need to ensure that the Custom User Roles have been added and mapped correctly. Once completed, users can be assigned to the Custom User Roles against the Jobs. Refer to Steps 4 and 5 of Enabling and Setting up Workflow Jobs.

When a job has been successfully assigned, the name of the user will display in the Summary tab of the job against the "Assigned" field.

2252 Job Summary Standard User Editing.gif

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