Jobs

Click Jobs in the sidebar to see your complete list of jobs. Filter by client, period, status, or assigned staff using the filters at the top.

• Click the pin icon next to a job to add it to your dashboard
• Click a row to open the job workbench
• Toggle between list view and kanban view using the toggle in the top right
• Add a new job manually if needed

Note

Jobs are created automatically each new period based on each client’s settings. Quarterly GST clients get a new BAS job on the 1st day of each new quarter. Monthly IAS clients get a new IAS job on the 1st of each new month. You don’t need to create these manually. Your preparers can bulk process them without any further setup.

Bulk processing

Jobs appearing in High Confidence are ready to be bulk processed — either jobs ready to start, or jobs that have passed all review points and are ready to sign off.

To bulk process: select the desired jobs (or click all), then click Prepare. Note that you can only process jobs at the same stage in bulk. If your High Confidence list includes jobs not yet started and jobs ready to lodge, select all of the same stage and process them together.

Once processed, jobs move to the next stage automatically. The person responsible for the next stage will see those jobs appear on their dashboard.