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 Milestones tab displays a table containing essential information on Milestones created in Xero Practice Manager, associated with Jobs synchronised to FYI. Milestones are used to mark important dates related to a job, such as client meetings or project reviews.
Note: The XPM Milestones tab will only be displayed for practices integrated with Xero Practice Manager, where Workflow Jobs has not been enabled within FYI.
The table is provided for information purposes only. Milestones must be managed within Xero Practice Manager.