You can open a job from the Jobs workspace to see additional information and access all the emails, documents and tasks that have been filed against a specific job.
- In the Jobs workspace, click the Job Name in the list.
Select the job in the Jobs workspace by clicking anywhere other than the Job Name, Client Group or Client and then click the Open button in the tool bar. Or right-click and select Open from the tool bar pop-up menu (refer to Tool Bar and Right-Click Functions).
The Job opens and displays the Jobs Summary tab (refer to Job Details).
- You can open the Drawer for a Job from the workspace by clicking anywhere other than the Job Name, Client Group or Client. From the Drawer, you can open the Job to see additional details by clicking the Open Job icon at the top of the Drawer and the Job opens and displays the Jobs Summary tab.
Displaying the Drawer for a Job
Select a job on the workspace by clicking in the list anywhere other than on the Job Name, Client Group or Client name. The Drawer displays.
In the Recent Documents section in the Job Drawer, you can display the recently added documents for that job. By selecting a document in the Recent Document section, you can use the Preview pane to easily show a preview of that document. Refer to Displaying and Maintaining Jobs.
Opening the Job from the Drawer
From the Drawer, you can click Open Job in the Action Bar to open the job.
Or, with the relevant job selected in the list, you can click the Open button on the tool bar, or the right-click pop-up menu, to display the Jobs Summary tab for that job (see below).
Opening the Job in XPM
With the relevant job selected in the list, click the Open in XPM button on the tool bar, or the right-click pop-up menu, to open the job in Xero Practice Manager (you may be prompted to login to Xero Practice Manager).