Features
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The Activity tab displays a detailed record of changes made to a job, for example, if the Job Category, Budget or Due Date are updated.
Job Activity Layout
The Job Activity is displayed in a column view, displaying a chronological order of events that have occurred for the job.
Job Activity Functions
| Function |
Details |
| Change made |
Displays the details of the changes made to the job. Depending on the update, this may include what a field was set to previously. |
| User name |
The name of the user that made the change. |
| Date and Time |
The date and time the change was made. |
Xero Practice Manager Changes Not Synchronised
The following changes to Jobs in Xero Practice Manager will not be displayed on the Job Activity tab.
| Field |
| Start Date |
| Due Date |
| Priority |
| Staff added or removed |
| Milestone added |
|
Task changes:
- Estimated hours
- Added description
- Unticked Billable
- Added allocated staff
- Updated Allocated Staff with time
- Start Date and Due Date
- Removed or completed to-do's
|
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