Features

Job XPM Milestones Tab

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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.

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The table is provided for information purposes only. Milestones must be managed within Xero Practice Manager.

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