The XPM Tasks tab displays a table containing essential information on Tasks created in Xero Practice Manager, associated with Jobs synchronised to FYI.
Note: The XPM Tasks tab will only be displayed for practices integrated with Xero Practice Manager, where Workflow Jobs has not been enabled within FYI.
Tasks will not be synchronised to FYI if the State in XPM is set to "On Hold" or "Completed".
The table is provided for information purposes only. Tasks must be managed within Xero Practice Manager.