Work with Xero Practice Manager
Jobs in FYI

Add comments or tasks, file documents or record
time against any XPM job – without having to
leave FYI.

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 –
Wilson Accounting

Want to see FYI in action?

Book a demo or start a 30-day free trial today.