Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
The Billing Job tab is displayed when viewing a Workflow Job, and displays details of the associated Billing Job.
This tab will only be displayed for practices integrated with Xero Practice Manager.
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 with FYI as the Practice Management Source 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. Only displayed in List mode. |
| 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. |
| 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 or Excel 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. Only displayed in List mode. |
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:
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 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:
|
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. |