Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Not Available: FYI, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: Xero Practice Manager
The XPM Tasks tab displays a table containing essential information on Tasks created in Xero Practice Manager, associated with Jobs synchronised to FYI.
The XPM Tasks tab will not display FYI Tasks.
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.