Last updated 10 February 2023

View client jobs list

Search for, then select the required client.
Select Client > Task Pad from the menu.
From the task pad, click Job Details. The Jobs for page is displayed listing all the jobs for the current client.

Jobs are separated into three tabs:
- All - all jobs irrespective of status.
- Active - jobs with a status of Not Started, In Progress or Pending.
- Inactive - jobs with a status of Complete or Closed.
You can also Search for a specific job by entering any text displayed on current columns in the grid. You can change the grid display if required.
The following additional columns can be added to the view to show more information.

COLUMN	DESCRIPTION
Active Notes	Number of active notes attached to the job (entered via the Notes and History tab).
Actual Hours	Actual hours worked on the job so far.
Actual WIP	WIP value of the actual hours that have been worked on the job so far.
Allocation Type	Allocation Type used when billing the job as selected on the Billing tab.
Billed WIP	Amount of WIP that has been billed from the job so far.
Biller	Staff member in charge of billing the job as selected in the Biller field on the Management tab.
Billing Layout	Billing Layout to be used when billing the job as set on the Billing tab.
Billing template	Billing schedule template that has been applied to the job.
Billing Type	Billing Type indicating how the job is to be billed, as selected on the Billing tab.
Billing Value	Amount to be billed for the job (previously known as Estimated Fee).
Budget Hours	Total of the budget hours for the job (always provided as a total figure regardless of the budget type selected).
Budget Value	Total of the budget value for the job.
Client	Client the job is attached to.
Client Code	Client code for the client the job is assigned to (Code field on the Client tab - Client page).
Client Industry	Industry of the client the job is attached to (Industry field on the Client tab - Client page).
Client Manager	Manager of the client the job is attached to (Manager field on the Client tab - Client page).
Client Partner	Partner of the client the job is attached to (Partner field on the Client tab - Client page).
Current Due Date	Date entered in the Deadline field on the Dates tab.
Current Staff	Staff member that the job has been assigned to (updated once the staff member accepts the job). As displayed on the Details tab.
Date Accepted	Date the job was accepted by the staff member.
Date Assigned	Date the job was forwarded to the staff member.
Date Created	Date the job was first created.
A/R Balance	A/R balance for the job.
Finish Target	Date entered in the Job Period EndEnd. on the Dates tab.
Group	The group the client belongs to.
In-Charge	The staff member marked as In Charge on the Management tab.
Is Job Recurring	Indicates whether the job is recurring or not (as specified on the Management tab).
Job Class	The class to which the job is assigned as defined in the Job Class field on the Details tab.
Job Code	Job Code for the job as displayed on the Details page.
Job Complexity	Complexity of the job as defined on the Management tab.
Job ID	Job ID as defined in the database.
Job Office Code	The Office the job belongs to as defined on the Details tab.
Job Name	The Name of the job as defined on the Details tab.
Job Species	System defined. Shows the species of job, i.e. Standard, Simple Tax, or Complex tax job.
Job Status	Job Status as defined on the Details tab.
Job Template	The template the job is derived from.
Job Type	Job type as defined in the database.
Job Work Status	If In Progress is selected in the Job Status a further set of Workflow Statuses are then available.
Late Filing (US only)	Tax jobs only. Jurisdictions panel on a tax job.
Manager	The Manager for the job as defined on the Management tab.
Next Action Date	The next due date based on dates entered on the Dates tab or any tasks attached to the job.
OOS Handling	Indicates whether out of scope work requires review.
Partner	The Partner for the job as defined on the Management tab.
Period Start	The date specified in the Job Period Start field on the Dates tab.
Period End	The date specified in the Job Period End field on the Dates tab.
Rack Description	Tax jobs only - if racks have been set up, indicates which rack the job has been assigned to.
Rollover Status	Indicates whether a job can be, or has been rolled over. N/A indicates that the job has not been set as recurring.
Service	The service the job is attached to.
Service Manager	The service manager attached to the job.
Service Partner	The service partner attached to the job.
Short Code	The client's short code.
Start Target	The date specified in the Target Start field on the Dates tab.
Tax Form	The tax form on which the job is based.
Tax Year	The tax year for the job.
Written off WIP	The amount of WIP that has been written off for the job.