Jobs Billing Job Tab

The Billing Job tab is displayed when viewing a Workflow Job, and displays details of the associated Billing Job.

Billing Job Layout

The Billing Job tab is displayed similar to the Jobs List, and will default to the columns displayed in the Open view. Users can add and remove columns as required, however the updated view cannot be saved from this tab.

The Billing Job assigned to the Workflow Job will be displayed. Key information is available at a glance, including the Due Date, Job Partner and Manager.

The Billing Job tab for Elite plans is designed to display financial information of the Billing Job, for example, Budget Hours, WIP, Write On/Off, and Actual values.

Billing Job Tab Functions

Toolbar

The following standard toolbar functions are available on the Billing Job tab:

Function	Details
Select all button	Used to bulk select jobs in the list.
Hide/Unhide the Inactive Jobs	Used to show or hide jobs with a status set in FYI with the State set as "Completed", "Cancelled", "On Hold" or "Archived".
List or Board mode	Displays the Billing Job in either a List, or a Kanban-style Board based on the Job State.
Sync	Used to perform a manual sync with Xero Practice Manager. The sync button will only be displayed in the Board view.
Refresh	Refreshes the Billing Job list to show updated information.
View Tools	Allows users to reset the view to the default settings, or export the Jobs List to a CSV file. Note: The "Save View" option is not available from the Billing Job tab. Job Views must first be created from the Jobs List to be available to select from the Billing Job tab.

Job Functions

When the checkbox in the list is used to select the Billing Job, the functions below will be displayed in the toolbar.

Function	Details
Open	Opens the Billing Job Workspace.
Bulk Update	Allows users to apply updates to the Billing Job, for example, to update a Job Custom Field. Not available in Board mode.
Run Automation	Used to run Manual Automation Processes against the Job from the list. The user must belong to a User Group with the "Run from Lists" permission enabled.
Job Link	Creates a hyperlink to the selected job within FYI. The Job Link is copied to your clipboard and can be pasted outside of FYI.
Cancel	Deselects the Billing Job.

Column Functions

Function	Details
List icon	Hover over the column heading and click the List icon. The following options will become available: Pin Column: One or more columns can be pinned to the left or right, similar to Excel's "Freeze Panes". Pinned columns are indicated by a vertical line in the list. Autosize This Column: Adjust the selected column width to fit the contents. Autosize All Columns: Resize all columns currently displayed to fit the contents. Note: Autosizing and pinned columns will reset to default settings upon leaving the list or changing views, unless the view is saved with the changes made.
Filter icon	The Filter icon is displayed as a funnel with three horizontal lines. Click the icon to filter the options as required, or click Reset to return to the default settings. When a column has been filtered, the Filter icon will be displayed in green. Note: If the icon is not displayed, that column cannot be filtered. Refer to *Sorting and Filtering Tasks Lists*.
Column Order	Drag and drop the column heading to change the order in which columns are displayed within that list.
Column Width	Drag the edge of the column heading to increase or decrease the width of the column. Tip: Double-click the edge of the column to automatically resize the width to fit all contents.
Adding Columns	Click the Columns tab on the left-hand side. Columns that are saved in the current view are displayed in alphabetical order. Search and tick additional columns in the list to add the Column to the view. Tip: You can search for columns at the top of the Columns tab.
Removing Columns	To remove a column from the list: Click the Columns tab on the left-hand side. Untick columns to remove them from the view, or Drag the column anywhere off the list area. The column will be removed and will display as unticked in the Columns tab.

List Functions

Function	Details
Columns Tab	Displayed on the left-hand side of the list. Click the Columns tab to expand the tab. Columns that are saved in the current view are displayed in alphabetical order and with a Green tick. Additional columns that can be included in the list are displayed as unchecked. Tip: The width of this section can be dragged left or right.
Filter Tab	Displayed on the left-hand side of the list. Click the Filter tab to expand the tab. Click and expand the column you want to apply the filter to. The filter icon displays next to any columns that currently have a filter.
Job Icons	The Billing Job tab will display various icons on the right to allow users to easily identify additional information about the job. For example, if there are tasks or comments against the job. For a detailed explanation of each icon, refer to List Icons.

Features