JOBS
Work with Xero Practice Manager jobs in FYI
Your XPM job info is imported into and synched with FYI, so you can display, maintain, add commentary or tasks, file documents or record time against any job in the system, without having to leave FYI.
Xero Practice Manager integration
- Jobs automatically synchronised with Xero Practice Manager
- Simple job maintenance and updates completed within FYI
- Access the job in XPM with a single click
Track WIP using the job lists
- View the state of XPM jobs as well as estimated versus actual time allocations
- Search and filter jobs by manager or partner to find jobs easily
- Add comments to jobs to share with your team
‘Kanban’ style jobs board
- A more visual way to view your work – customisable for your practice
- Easy to update job states – simply drag and drop to maintain an up to date Jobs List
- Filter to display jobs by Partner or Manager
- See where bottlenecks might be arising across the practice
Job filing
- File emails and documents to an XPM job
- Fast search and retrieval of relevant information
Jobs workspace
- Accessed via your job board or client workspace
- Includes a summary of key data from XPM
- Lists emails, documents and tasks related to the job
Timesheets integrated with Xero Practice Manager
- Record time within FYI with information synched back to XPM
- Timesheets in FYI pre-populated with as much info as possible
- Quick and easy to complete without having to jump into XPM
Want to see FYI in action?
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FYI is changing the way accounting practices work – for the better!
We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.
Robert Moore
Director – Invigor8 Accountants and Advisors
God, I love this program!
Jeremy Coverdale
Partner – Coverdale Business Solutions
One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.
Jason Skinner
CEO/Director - Skinner Hamilton
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