You can update job states in Practice Connect, but how the update applies depends on whether you’re changing the setup for new jobs or for existing jobs.
New Jobs:
If you update the job state under Practice Connect → Setup → Define Job Settings.
Any new job created after this update will follow the revised state categories.
Existing Jobs:
Updating job states in settings will not automatically change jobs that already exist.
If you need existing jobs updated, raise a ticket with our support team.
What This Does in Practice Connect
Keeps states consistent with XPM – Updating job states ensures that Practice Connect mirrors the way you manage jobs in Xero Practice Manager (XPM).
Improves reporting and tracking – When your states match, you can filter and report on jobs more accurately across both systems.
Streamlines workflow – Using the right job states makes it easier for your team to see at a glance where each job is (e.g. In Progress, On Hold, Ready to Bill).
Prevents mapping issues – If your states don’t match, some jobs may appear incorrectly or fail to sync properly between Practice Connect and XPM.
Once updated, your job states in Practice Connect will align with how you manage jobs in XPM. New jobs will follow the updated structure automatically, and existing jobs can be updated by support if needed.