Selecting a Job when Filing a Document

When a document is created for a Cabinet that has Jobs enabled, in the filing details in the Drawer, Job is included as an additional category. This displays all the jobs that are held for the selected client. If required, you can also select to also show closed jobs.

You can set your Practice Settings so the list of jobs includes those for all the clients within the Client Group, instead of only those jobs for the specific client. Refer to Show jobs by client in Practice Settings.

If a default job has been set for the selected client, this is offered as the default when selecting filing details, and can be changed if relevant. The default will also be automatically selected when documents and emails are auto-filed for the client.

Refer to Jobs - Enabling Jobs and Setting Client Defaults.

Video Walkthrough
For a video walkthrough of this feature, refer to Job Based Filing (2 min).

Selecting a Job in the Filing Details

Select the relevant job from the drop-down.

Provided the client does not have a default cabinet and category, where a Job is selected includes a year as part of the name (for example, "2019 Compliance"), if Year is an option in any of the categories the relevant year from the Job Name is automatically assigned as that category. For example, if the selected job has the name , "2019 Compliance", this will assign 2019 as a Year category. Refer also to Setting Filing Defaults for a Client.

By default, closed jobs are not included in the selections. You can show these by clicking Show closed jobs in the drawer.

Jobs, and the Tasks that have been set for a Job, are used when entering Time. Time entries are synchronised to Xero Practice Manager. Refer to Adding Time.