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How to Update Job States in Practice Connect

Learn how to update job states in Practice Connect

Written by Alex Millar

You can manage job states in Practice Connect in two ways: set the default states that apply to new jobs, and change the status of jobs that already exist.

Setting states for new jobs

Go to Practice Connect, then Setup, then Define Job Settings. Any new job created after you save follows the revised state categories.

Changing the status of existing jobs in bulk

  1. Open the Jobs view in Practice Connect.

  2. Select the jobs you want to change by clicking the check boxes on the left hand side.

  3. Choose the new status and apply it. The change applies to all selected jobs.

Understanding the WIP column

The Jobs view includes a WIP column. WIP (Work in Progress) is the sum of costs that are yet to be invoiced in XPM for that job. Use it to see how much unbilled cost sits against a job before you change its status or bill it.

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