Getting Started with Workflow Jobs

When the Workflow Jobs function is enabled within FYI, your XPM Tasks that are set up for Jobs in Xero Practice Manager are synced to FYI and are created as Workflow Jobs. This creates "sub-jobs" within the overall Billing Job.

Watch this recorded webinar to learn more about: 

  • Why you would use Workflow Jobs for your practice
  • Housekeeping and Enabling Workflow Jobs
  • How your team will use Workflow Jobs in FYI and the key differences they should be aware of
  • Next steps to get up and running with Workflow Jobs.

Note: Once enabled, Workflow Jobs cannot be disabled. It's recommended to review all features and determine if Workflow Jobs are suitable for your practice before enabling the feature.

For more information, refer to Workflow Jobs.

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