When you open a Job, the Job Workspace displays. The the Summary tab initially displays.
The Summary tab provides a snap shot of the Job Details. You can also update the Job State from the Summary tab.
You can click the Open job in XPM icon on the Summary tab (in the top right-hand corner of the Job Details pane) to open the job in Xero Practice Manager.
You can also enter the details of a Phone Call, File Note or Meeting related to the Job. These are entered using the + New button and clicking on Create. The Drawer will appear allowing you to complete filing details.
Documents and Tasks at the bottom of the Jobs - Summary list the most recent documents and tasks for that job. You can edit these from the Clients - Summary.
The Documents tab lists any documents that have been filed under that job.
The Tasks tab lists any tasks that have been created for any documents under that job, or any stand-alone tasks that have been created and filed under that job.
XPM Milestones and XPM Tasks
These tabs display the XPM Milestones and XPM Tasks from Xero Practice Manager.
The Processes tab lists any automation processes that can be run manually so that one can be run directly for the displayed Job.
The Comments tab lists any Comments that have been added to the job.
The Process History tab lists activities that have happened on the job, such as any processes that have run against the job.