Updating Jobs with Link Capacity

Manage Jobs is where you can manage and update your jobs. You will notice Manage Jobs has two default views, whereas all other pages have just one default. This is because there are two areas of focus in Manage Jobs.

• Managing Field Updates
• Managing Job Budgets

Manage Jobs give you a place to view and update fields in your jobs in bulk. For example, if you need to update a Job Manager on Jobs, or update Due Dates, this is the place to do it. Pretty simple.

When you click into Manage Jobs, the default will show you all your active jobs. You can click on the selection box and change this to any of the following options:

• All Jobs
• Active Jobs
• Jobs without Budgets
• Jobs without Categories
• Jobs without Job Managers
• Jobs without Job Partners
• Inactive Jobs

Jobs without Budgets, Categories, Job Manager and Job Partners are there to easily identify jobs that have important information missing. You ideally want to have no jobs show up when you select these options.

Multi Select

Multi-select allows you to bulk edit jobs. There is no ‘select all’ option due to the volume of records that could exist on a page at any one time. Instead, you can hold the shift key on your keyboard for selecting large groups of tasks. To do this, make your first selection by checking the box, then scroll down and select the last item in your chosen list while holding down the shift key. This will select all the items between your two selections.

Once you’ve made your selection and made your bulk updates, use the crossmark at the top of the table to unselect all your checkboxes.

Publish to Xero

The ‘Publish to Xero’ button will be inactive when you first visit the page. Once a change that requires a publish is made, the button will be activated and appear green. Once you have finished making all your desired changes, you can hit ‘Publish to Xero’ which will queue all the changes you have made to Xero Practice Manager, then the table will be refreshed with your updates.