JOBS & TIME
Work with Xero Practice Manager jobs in FYI
For ultimate efficiency your XPM job info is imported into and synched with FYI. Add commentary or tasks, file documents or record time against any XPM job – without having to leave FYI.
Automate job state updates
Save time by updating jobs states and details in bulk or by automation. Automatic two-way sync with Xero Practice Manager Jobs allows you to update job states and details in FYI, and includes a direct job link to XPM
- Jobs automatically synchronised with Xero Practice Manager
- Simple job maintenance and updates completed within FYI
- Easily bulk update Job Partner and Job Manager in a few clicks
- Access the job in XPM with a single click
Track time spent via the Jobs List
Keep track of time spent versus budgeted and monitor job progress for your team.
Track time and update job states using the Jobs List.
- View the state of XPM jobs and estimated versus actual time spent
- Search and filter jobs by manager or partner to find jobs easily
- Add comments to jobs to share with your team
Visualise all practice WIP the easy way
Make it super-easy to visualise work, update job states and see where bottlenecks might be arising, with Kanban-style Jobs Boards.
- A more visual way to view your work – customisable for your practice
- Simply drag and drop between states to update the Jobs List
- Filter to display jobs by Partner or Manager
- Customise which job states to include, and the order in which they’re displayed
Document Filing by Job
File emails and documents to an XPM job for a complete view of completed work. Search and retrieve relevant information quickly, with easy access to job specific documents.
Make multi-tasking a breeze with a single Workspace for each client
Seamlessly jump from group to client, to job, and then back again – without jumping between software. Save time switching back and forth, with a dedicated Jobs Workspace.
- Each Jobs Workspace lists all emails, documents and tasks related to a job, including a summary of key data from XPM
- Ensures the info you need is always easily accessible
- Provides additional insights across the client group
- Makes multi-tasking a breeze
Take the pain out of time recording
Save an estimated 15 minutes per user per day. Pre-populated timesheets can be completed in just a few clicks – and automatically sync to XPM.
- Select any document in FYI to create a timesheet record
- Relevant info pre-populates for total ease and speed
- View total hours for any individual day or access more detail, as needed
- View ‘My Recent Documents’ for a handy record of all recent emails, documents and client interactions, select one and record your time – it’s that easy
"FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.