Editing Jobs from the Jobs Drawer

Plan: Available: All plans

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Available: All sources

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 Drawer. Jobs can also be edited from the Job - Summary or Jobs Bulk Update.

Editing a Job from the Update Job Drawer

Navigate to the Client - Jobs tab, Home - My Jobs tab, Jobs Board or the Jobs Lists.
Note: The Jobs Board is not available for practices on the Intermediate Plan.
Click anywhere on the job row to open the Update Job Drawer. Avoid clicking hyperlinks.
If using the Jobs Board, click the Job Name.
Expand the Details section.
Edit the Job Details. Job Fields relevant to your FYI plan and User Permission can be edited.

Expand the section below to display an example of the Update Job Drawer relevant to your FYI Plan.

Intermediate Plan

The following is an example of the Update Job Drawer for practices on the Intermediate Plan.

Pro Plan

The following is an example of the Update Job Drawer for practices on the Pro Plan.

For practices where XPM Workflow Jobs are 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.

Elite Plan

The fields available on the Update Job Drawer will vary depending on your Practice Management Source.

FYI XPM

The following is an example of the Update Job Drawer for practices on the Elite Plan with FYI as the Practice Management source 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.

The following is an example of the Update Job Drawer for practices on the Elite Plan with XPM as the Practice Management source.

For practices where XPM Workflow Jobs are 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.
Close the Job Drawer. Updates will be saved automatically.

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.

Plan

Details

Pro Plan

Elite Plan with XPM as the PM Source

When XPM Workflow Jobs is enabled in FYI, 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 Xero Practice Manager Synchronised Fields.

Elite Plan with FYI as the PM Source

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 Xero Practice Manager Synchronised Fields.

Job Drawer Details

The following Job Details can be edited from the Update Job Drawer. Editable fields will depend on your FYI Plan, Practice Management Source, User Permission and Job Type selected.

Intermediate Plan

Job Details	Action
Name	Update the Name of the Job.
State	Update the Job State.
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.
Primary	Click the tick box to nominate the Job as the Primary Job. This will display in the Primary column of the Jobs list and act as your lead Job for the client.
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.

Pro Plan

Job Details	Action
Name	Update the Name of the Job. 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. XPM Workflow Jobs enabled Updating the Job state of an XPM Workflow Job to Cancelled or Completed will update the XPM Task to Complete.
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.
Primary	Click the tick box to nominate the Job as the Primary Job. This will display in the Primary column of the Jobs list and act as your lead Job for the client.
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.

Elite Plan

The Job Details will vary depending on your Practice Management Source.

Job Details	Action
Name	Update the Name of the Job.
State	Update the Job State. When a Billing Job is set to Completed, Cancelled or Archived, the associated Workflow Jobs will update accordingly. Workflow Jobs can be manually updated if required. When a Workflow Job is updated to a Job State Type of Cancelled or Archived, the associated Billing Job's Budget Amount and Budget Hours 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.
Primary	Click the tick box to nominate the Job as the Primary Job. This will display in the Primary column of the Jobs list and act as your lead Job for the client.
Category	Select a Job Category from the drop-down. Only active Job Categories will be displayed.
Budget Amount	Standard and Workflow Jobs Update the budget for the job as a monetary amount. For example, 1,200.00.
Budget Hours	Standard and Workflow Jobs Update the budget hours for the job.
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.

Job Details	Action
Name	Update the Name of the Job. 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. XPM Workflow Jobs enabled Updating the Job state of an XPM Workflow Job to Cancelled or Completed will update the XPM Task to Complete.
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.
Primary	Click the tick box to nominate the Job as the Primary Job. This will display in the Primary column of the Jobs list and act as your lead Job for the client.
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.

Editing Jobs from the Jobs Drawer

Editing a Job from the Update Job Drawer

Pending Sync Status

Job Drawer Details

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