Editing Jobs from the Job Summary

Individual jobs can be edited directly in FYI, allowing users to update key information such as Job Name, State, and Custom Fields. 

This article explains how to edit a Job from the Job - Summary. Jobs can also be edited using the Job Drawer or Editing Jobs using Bulk Update.

Note: All users can edit the Job State of a job. Editing further job details requires Edit Jobs permission.

Editing a Job from the Job Summary

1. Navigate to the Summary tab in the Jobs workspace.
   
   
2. Click the Edit Job button.
   
   
3. Edit the Job Details. Job Fields based on your FYI plan and User Permission can be edited.
   Expand the section below to display an example of the Edit Job workspace relevant to your FYI Plan.
   
   Intermediate or Pro Plan

   The following is an example of the Edit Job workspace for practices on the Pro Plan with XPM Workflow Jobs and FYI as Primary for Client Maintenance enabled.

   

    

   Elite Plan 

   The following is an example of the Edit Job workspace for practices on the Elite Plan, when editing a Workflow Job.

   When editing a Billing or Standard Job, certain fields will be available based on the Job Type. Refer to Editing Job details for further information.

   Important Note: For practices integrated with XPM, Workflow Jobs are maintained in FYI only.

   

    

4. Click Save.

Pending Sync Status

For practices integrated with Xero Practice Manager (XPM), Jobs created in FYI will be synchronised to XPM, and a Pending Sync tag will appear on the Job - Summary tab to prevent updates from being overwritten by changes in XPM. Once the updates have synced to XPM, the tag will be cleared.


XPM Workflow Jobs enabled
After the Billing Job has synced to XPM, XPM Tasks for the associated Billing Job can be added directly in XPM. On the next synchronisation with FYI, the XPM Workflow Jobs will be created in FYI.

For information on Job Fields that synchronise to XPM, refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.

The Pending Sync tag appears only when a Standard or Billing Job has been created. Workflow Jobs are created and maintained in FYI only, and will not synchronise with XPM.

For information on Job Fields that synchronise to XPM, refer to Synchronising with Xero Practice Manager where FYI is enabled as the PM Source.

Job Summary Details

The following Job Details can be edited from the Job - Summary tab. Editable fields will depend on your FYI Plan, User Permission and the Job Type selected.

Job Details	Action
Name	Update the Name of the Job. Pro Plan with XPM Workflow Jobs enabled The name of XPM Workflow Jobs cannot be edited in FYI. Users can add a Label to the XPM Task directly in XPM. Any changes to the Label will sync to FYI and will update the XPM Workflow Job name.
State	Update the Job State. Pro Plan with XPM Workflow Jobs enabled Updating the Job State of an XPM Workflow Job to Cancelled or Completed will update the XPM Task to Complete. Elite Plan When a Billing Job is set to Completed, Cancelled or Archived, the associated Workflow Jobs will automatically be updated. Workflow Jobs can be manually updated if required. When a Workflow Job is updated to a Job State of Cancelled or Archived, the Budget Amount and Budget Hours of the associated Billing Job will be recalculated to exclude the Workflow Jobs.
Cabinet	If Job Cabinet Security is enabled, assign a Cabinet to the Job. Only users with access to the selected Cabinet can view the Job.
Category	Select a Job Category from the drop-down. Only active Job Categories will be displayed.
Type	Users can update the Job Type from Standard to Billing or Workflow if required. Billing Job Types cannot be updated.
Template	Update the Job Template to one that matches the Job Type selected. The template defines billing details for invoicing, and key Job Details such as Job Name, will populate automatically unless already filled.
Budget	Update the Budget for the Job as a monetary amount. For example, 1,200.00.
Start and Due Date	Update the Start and Due dates for the Job.
Manager	Update the Manager assigned to the Job.
Partner	Update the Partner assigned to the Job.
Description	Update the description for the Job. For practices on the Elite plan, the Description is found in the Financial Details section.

Assigned Users

The Assigned Users section displays Custom User Roles assigned to Jobs when practices have FYI as Primary Client Maintenance enabled.

Users with Edit Jobs permission can edit the User Custom Roles listed in the Assigned Users section.

Financial Details