Workflow Jobs | On Demand

Run Time:   15 mins

Workflow Jobs revolutionises how practices monitor and track their Xero Practice Manager (XPM) Tasks in FYI. 

This new feature is designed for practices using an Annual Billing Job, where XPM Tasks are created as Workflow Jobs in FYI. This provides the full Jobs functionality in FYI for those XPM Tasks.

With job states now available for Workflow Jobs in FYI, workflow has never been so easy!

Learn how to get started with Workflow Jobs.

Other Webinars On-Demand

Platform Tour Highlights

Watch some highlights from a recent platform tour. Learn how FYI auto-files client emails, manages tasks and jobs, automates processes, and more.

Watch Now >