Configure and Manage Additional Views for Jobs, Time and Invoices

Plan: Not Available: Intermediate, Pro Available: Elite

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI

When setting up Practice Management in FYI, particular views are configured automatically to assist practices with monitoring performance, revenue, work in progress, and team productivity.

The following article outlines default Job, Time and Invoice views that have been automatically configured for Elite practices, when Time & Invoices setting is enabled in Practice Settings.

Important Note: Practices that upgraded to the Elite plan prior to 25 May 2026, can configure these views manually.

Job Views

The following Job Views assist with monitoring WIP across Managers and Client Groups.

Tip: Use the default Jobs - Open view as your starting point before applying Grouping, Filters and Values. Refer to Grouping Job Lists.

4847_Jobs_View_WIP_All.gif

View Name Grouped Columns Filters Values
WIP - All
  • Job Manager
  • Client Group
 N/A
  • Actual Amount
  • Invoiced Amount
  • Write On/Off
  • WIP
WIP - This Month by Job Manager
  • Job Manager
  • Client Group
 Due Date: Relative - This Month
  • Actual Amount
  • Invoiced Amount
  • Write On/Off
  • WIP
WIP - Last Month by Job Manager
  • Job Manager
  • Client Group
 Due Date: Relative - Last Month
  • Actual Amount
  • Invoiced Amount
  • Write On/Off
  • WIP
WIP - This Month by Client Group Client Group Due Date: Relative - This Month
  • Actual Amount
  • Invoiced Amount
  • Write On/Off
  • WIP
WIP - Last Month by Client Group Client Group Due Date: Relative - Last Month
  • Actual Amount
  • Invoiced Amount
  • Write On/Off
  • WIP
WIP - Completed Jobs with WIP
  • Job Partner
  • Client Group
  • Job State: Completed
  • WIP: Greater than 0
  • WIP
  • Budget Amount
  • Actual Amount
  • Variance Amount

Time Views

The following Time Views assist with monitoring productivity, disbursements, and non-productive time.

Tip: Use the default Time - All view as your starting point before applying Grouping, Filters and Values. Refer to Grouping Invoice and Time Lists.

4848_Time_View_Last_week_by_user.gif
View Name Grouped Columns Filters Values
Draft Time - Last Week N/A
  • Date: Relative - Last Week
  • Status: Draft
 N/A
Time - Last Week by User
  • User
  • Status
 Date: Relative - Last Week
  • Time
  • Billable Amount
Disbursements - Last Month N/A
  • Date: Relative - Last Month
  • Type: Disbursement
 N/A
Employee Time Breakdown - Last Week
  • User
  • Time Type
  • Date: Relative - Last Week
 Time
Non-Productive Time - Last Week User
  • Date: Relative - Last Week
  • Time Type: General Admin
 Time
Capacity Reducing Leave - Last Week
  • Time Type
  • User
  • Date: Relative - Last Week
  • Time Category: Capacity Reducing
 Time
WIP - Current WIP by Partner
  • Job Partner
  • Client Group
  • Client
  • Job
  • Status: Submitted
  • Time Category: Chargeable
  • Billable Amount
  • Invoiced Amount
Write On/Off by User - Last Month
  • User
  • Client Group
  • Client
  • Job
  • Date: Relative - Last Month
  • Write On/Off: Does not equal 0
 Write On/Off

Invoice Views

The following Invoice Views support revenue tracking and debtor management.

Tip: Use the default Invoice - All View as your starting point before applying Grouping, Filters and Values. Refer to Grouping Invoice and Time Lists.

4849_Invoice_View_client_revenue_this_month.gif
View Name Grouped Columns Filters Values
All This Month N/A Invoice Date: Relative - This Month N/A
Overdue Invoices by Partner
  • Invoice Date: Month
  • Client Partner
  • Client Group
  • Due Date: Relative - Past
  • Status: Awaiting Payment
  • Due
  • Invoice Amount
  • Paid
Client Revenue - This Month
  • Client Group
  • Client
 Invoice Date: Relative - This Month
  • Invoice Amount
  • Gross Amount
  • Due
Client Revenue - Last Month
  • Client Group
  • Client
 Invoice Date: Relative - Last Month
  • Invoice Amount
  • Gross Amount
  • Due
Client Partner Revenue - This Month
  • Client Partner
  • Client Group
 Invoice Date: Relative - This Month
  • Invoice Amount
  • Gross Amount
  • Due
Client Partner Revenue - Last Month
  • Client Partner
  • Client Group
 Invoice Date: Relative - Last Month
  • Invoice Amount
  • Gross Amount
  • Due
Job Revenue - This Month
  • Job Manager
  • Client Group
  • Client
 Invoice Date: Relative - This Month
  • Invoice Amount
  • Gross Amount
  • Due
Job Revenue - Last Month
  • Job Manager
  • Client Group
  • Client
 Invoice Date: Relative - Last Month
  • Invoice Amount
  • Gross Amount
  • Due
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