Announcing our new Jobs list and enhanced integration with Xero Practice Manager

Updated

Our new jobs list displays jobs synced with Xero Practice Manager, which means you can easily track your XPM jobs from within FYI and monitor progress at a group, client and job level.

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  • View the state of a job (as recorded in XPM)
  • View estimated, actual and variance time allocations
  • Maintain the XPM job status from within FYI
  • Add commentary for your team, as required 

Who is this available for? 

Job Management is available to all users on the Intermediate and Pro plan. 

Want to get started? 

Refer to the section Jobs and Time to learn how to display and maintain XPM jobs within FYI, add commentary, tasks and time, and file documents at a job level.

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