JOBS AND TIME
Work with Xero Practice Manager
Jobs in FYI
Add comments or tasks, file documents or record
time against any XPM job – without having to
Update job states in an instant
Update jobs in FYI – automatically or in bulk – and sync with Xero Practice Manager.
File documents by Job
File emails and documents to an XPM job for easy access to job info.
Auto-create time sheets
Pre-populated timesheets can be completed in just a few clicks – synced to XPM.
Track time spent via the Jobs List
Keep track of time spent versus budget and monitor job progress for your team using the Jobs List.
- View the state of XPM jobs and estimated versus actual time spent
- Search and filter jobs by manager or partner
- Add comments to jobs to share with your team
Visualise work-in-progress 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
Make multi-tasking a breeze with a single workspace for each job
Jump seamlessly from group to client, to job, and then back again with a dedicated Jobs Workspace in FYI.
- Each Jobs Workspace lists every email, document and task related to the 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 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!
Andrew Adam Wilson, Partner –
Want to see FYI in action?
Book a demo or start a 30-day free trial today.