Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
The Jobs Workspace is displayed when individual jobs are opened within FYI. Information is organised into tabs providing specific details and features related to the job, including Documents, Tasks, and Job Custom Fields.
Accessing the Job Workspace
The Job Workspace can be accessed in multiple ways:
- From the Jobs List by clicking the Job Name or clicking the Open button in the toolbar.
- From the Job Drawer by clicking the Open Job icon in the toolbar at the top.
- In other Lists where the Job Name is displayed as a hyperlink e.g. Document or Tasks Lists.
- Using Quick Access by clicking the down arrow next to the Jobs menu and selecting from one of the last 5 jobs viewed.
- Using the Group/Client/Job Search in the menu bar at the top of FYI to search for a job. Refer to Group/Client/Job Search and Navigation.
Rearranging Job Workspace Tabs
The tabs can be rearranged by dragging and dropping them into your preferred order. The order will be retained when changing screens or logging out. Learn more about Changing the order of Workspace Tabs.
Job Workspace Tabs
| Tab | Details |
| Summary | Provides a snapshot of the Job Details, and the ability to create records of Phone Calls, File Notes or Meetings. Users with the relevant permissions will be able to edit the job. |
| Custom Fields | Displays the Job Custom Fields used to identify additional information about the job. These fields can be customised unique to each practice. |
|
Documents Tasks |
Displays a list of Documents and Tasks specific to the job. |
|
XPM Milestones XPM Tasks |
Displays a list of the XPM Milestones and XPM Tasks synchronised from Xero Practice Manager. Note: These tabs are only displayed for practices on the Intermediate or Pro plan integrated with Xero Practice Manager, where Workflow Jobs are not enabled. |
| Comments | Used to add and view questions, updates, and comments added relevant to the job. |
| Processes | Displays a list of Automations and Custom Processes available to be run manually for the selected job. |
| Process History | A history of any Automation Processes that have been run for the job. Users can click on a process to view further details about each step in the process. |
| Activity | Displays an audit trail of changes made to the Job, including Custom Fields. |
|
Billing Job Workflow Jobs |
Displays jobs associated with the current job. When the Billing Job workspace is open, the Workflow Jobs tab will display a list of the associated Workflow Jobs. When viewing an individual Workflow Job, the Billing Job tab will display the details of the associated Billing Job. If viewing the Job Workspace for a Standard job, neither tab will be displayed. |
| Time |
Displays a list of time and disbursements added to the job. This tab is only available for practices on the Elite plan where FYI is selected as the Practice Management source, and for FYI Admins or users assigned a User Group with the View Timesheets permission enabled. |
| Invoices |
Displays a list of invoices created for the job. This tab is only available for practices on the Elite plan where FYI is selected as the Practice Management source, and for FYI Admins or users assigned a User Group with the View Timesheets permission enabled. |