Client Jobs

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

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

By default the tab displays "Open" jobs. You can change this to display "All", "All Closed", "Blocked".

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