Job Type Overview

You can manage and set up jobs in different ways, each designed to help record the time and costs of client work and store relevant job information. There are three different Job Types available in FYI, dependent on your FYI Plan:

Job Type	Job Type Icon	Intermediate Plan	Pro Plan	Elite Plan
Standard Job
Billing Job*
Workflow Job*

The Job Type is displayed with a Job Icon visible from the Job - Summary tab.

*For practices on the Pro plan, Billing and Workflow Jobs are available only when XPM Workflow Jobs are enabled. Practices must choose between enabling XPM Workflow Jobs or continuing to use Standards jobs, both cannot be used simultaneously.

Standard Jobs

All jobs synchronised from your preferred practice management source will be displayed as Standard Jobs on the Intermediate plan.

Integrated with Xero Practice Manager (XPM)
If you are integrated with XPM, the XPM Tasks associated with your jobs will be displayed on the XPM Tasks tab of the Jobs workspace.

All jobs synchronised from your preferred practice management source will be displayed as Standard Jobs on the Pro plan.

Integrated with Xero Practice Manager (XPM)
For practices integrated with XPM, if you have enabled XPM Workflow Jobs, Standard Jobs will no longer be available.

Elite practices can create Standard Jobs when tracking standalone pieces of work that are billed individually.

When first migrating to the Elite plan, all synchronised jobs will display as Standard Jobs unless you have previously enabled XPM Workflow Jobs.

We recommend reviewing your jobs before upgrading to the Elite plan.

Billing Jobs

Billing Jobs are the "main" job and contain "sub-jobs" (Workflow Jobs).

Billing Jobs are recommended for practices when you are billing a client under a fixed fee arrangement that incorporates different projects.

Billing Jobs are only available to practices on the Pro plan who are integrated with XPM.

An FYI Admin will need to enable XPM Workflow Jobs in Practice Settings, for Billing Jobs to become available. Once enabled, the Standard Job will become the Billing Job and XPM tasks will be synchronised to FYI, referred to as XPM Workflow Jobs.

Important Note: It is a practice decision to enable XPM Workflow Jobs and is only recommended to be enabled where the practice bills their clients under a fixed fee agreement, with one Job per entity and XPM tasks associated.

Elite practices can create Billing Jobs when billing a client under a fixed fee arrangement and where different projects are tracked under the one job.

The Budget Hours, Budget Amount and WIP are rolled up from the linked FYI Workflow Jobs. Billing Jobs will display the sum of all Budget values from linked FYI Workflow Jobs, including inactive or completed Jobs. Remove the budget value from inactive jobs if this is not required.

Xero Practice Manager
For practices integrated with XPM and migrating to the Elite plan, if they have previously enabled XPM Workflow Jobs, the Billing Jobs will continue to synchronise when FYI is enabled as the PM source, however the Workflow Jobs will no longer synchronise.

We recommend reviewing your jobs before upgrading to the Elite plan.

Workflow Jobs

Workflow Jobs are the "sub-jobs" to Billing Job.

Workflow Jobs are recommended for practices when you are billing a client under a fixed fee agreement and are not invoicing separately for each job. Practices also require time to be rolled up to a "main" job (Billing) for fixed fee billing and effective WIP reporting.

Referred to as XPM Workflow Jobs for practices on the Pro plan, these are only available to practices who are integrated with XPM.

An FYI Admin will need to enable XPM Workflow Jobs in Practice Settings, for Workflow Jobs to become available. Once enabled, XPM tasks will be synchronised to FYI, and displayed in the Workflow Jobs tab of the Jobs Workspace.

Important Note: It is a practice decision to enable XPM Workflow Jobs and is only recommended to be enabled where the practice bills their clients under a fixed fee agreement, with one Job per entity and XPM tasks associated.

Referred to as FYI Workflow Jobs for practices on the Elite plan, these jobs can be created and must be linked to a Billing Job.

The Budget Hours and Budget Amount are entered for each Workflow Job and rolled up to the linked Billing Job.

Important Note: For practices integrated with XPM, XPM Tasks will no longer synchronise with FYI once FYI is set as your Practice Management source and will need to be created directly in FYI. Refer to Synchronising with Xero Practice Manager where FYI is enabled as the PM Source.

Displaying Job Types

Job Summary tab

The Job Summary tab provides a comprehensive overview of the job details.

The Job Type icon is displayed next to the Job Details heading to indicate whether the job is a Standard, Billing or Workflow Job.

Users can hover over the Job Type icon to indicate the type of job.

Job List

From the Jobs List, the Job Type column can be added to display the Job Type icon.

Users can hover over the Job Type icon to indicate the type of job.

Note: For practices on the Pro plan, this column is only available where XPM Workflow Jobs has been enabled.

Features