Client Jobs

If Jobs have been enabled for your practice, the Jobs tab shows the jobs that have been synchronised from your practice management software for that client. This is a handy tool for monitoring jobs by clients across the team.

Using the Client - Jobs Tab

When displaying, opening and working with Jobs in the Client Jobs tab, the list is used in the same way as in the Jobs List, except that only jobs for the selected client are included. Refer to Using the Job Lists.

By default, the tab displays the View with "Open" jobs. You can change by selecting a different View to display a view such as "All", "Overdue", or "Planned".

If you select to view a Client Group at the top of the Clients List, the list shows the jobs for all clients in that Client group and the list includes the Client column.

The Client - Jobs tab displays as follows.

Displaying the Jobs Board

You can display the Jobs for a client as a Jobs Board by clicking the Board button. This is used in the same way as the Board from the Jobs List (refer to Displaying the Jobs Board).

The Jobs board is only available for users on the Pro or Elite plan.

You can easily change the Job State by dragging a Job from one State to another directly on the Jobs Board.

For practices integrated with Xero Practice Manager, the change in Job State is automatically updated in Xero Practice Manager.