Plan Availability:
Starter
Intermediate
Pro
Elite
The Job Summary tab provides a comprehensive overview of the job details. In addition, users with permission to Edit Jobs can update job details directly from the Job Summary, such as the Name, State, and Due Date.
Job Summary Layout
The details displayed on the Job Summary will vary depending on the FYI plan selected by the practice, and whether FYI as Primary for Client Maintenance has been enabled.
For practices on the Intermediate or Pro plan, the Job Summary tab will display the Job Details, Documents and Tasks, and allow client interactions to be created. Job Financial Details will not be displayed.
For practices where FYI as Primary for Client Maintenance is enabled, the Assigned Users section is displayed below the Job Details.
For practices on the Elite plan, an additional section, Financial Details, is displayed below the Assigned Users.
Job Summary Functions
Job Details
The Job Details section provides the most essential job information at a glance.
| Function | Details |
| Job Type icon | Displayed next to the "Job Details" heading, the icon will change to indicate the type of job - Standard, Billing or Workflow. |
| Pending Sync |
Displayed when the job is waiting to be synchronised with Xero Practice Manager. When Pending Sync is displayed, updates will not be overwritten by a user running a manual sync via the Sync from PM button, including any Custom Field changes made in XPM. Note: Pending Sync will only be displayed for practices integrated with Xero Practice Manager. |
|
Edit Icon |
Users with appropriate permissions can click this icon to edit job fields such as State, Cabinet, and Financial Details. |
| Open in PM |
Practices integrated with Xero Practice Manager will be able to click the Open in PM icon to open the job directly in XPM. If viewing an XPM Workflow Job, the Task will be opened instead. |
| Job Details |
Essential job information, including the Job Name, Job State, Assigned Users, and Due Date. |
Assigned Users
For practices where FYI as Primary for Client Maintenance is enabled, the Assigned field in the Job Details section will be replaced by the Assigned Users section. A list of "User" type Job Custom Fields will be displayed, referred to as Custom User Roles.
Financial Details 
The Financial Details section includes the financial aspects of the job, including the WIP, Budget, Actual and Invoiced Amounts.
Recording Client Interactions
Users can enter the details of a Phone Call, File Record or Meeting related to the job, directly from the Job Summary.
Learn more about Recording Client Interactions.
Documents and Tasks
The most recent Documents and Tasks for the job are displayed, allowing users to easily access files or tasks without navigating to another tab. Click on the Document or Task to open the Document Drawer or Task Drawer.