Creating a job

Introduction

Here's how you can create a job for your clients, follow the simple easy steps below to create jobs.

How to Create a Job

Step 1: Click on Clients > Manage Clients.

Step 2: Under the Action column, click the three-dot icon and select Create a Job.

Step 3: Provide job information such as client name, SMSF ID, mapped accountant, financial year, preparer, manager, and reviewer.

Step 4: Click Create Job.

Step 5: Your job will be successfully created, and you can then import lead schedules or manage documents using the respective buttons.

How to Delete a Job

Follow the steps mentioned below to Delete the Job.

Step 1: Click on Clients > Manage Jobs > Queue Job(s)/My Job(s).

Step 2: Click on Action icon alongside the job that you want to delete and select Delete Job option.

Step 3: Click on Delete on the appearing pop-up to confirm the action.

Step 4: A confirmation Toast message will appear on your screen as shown below.

Note: You can not delete any job that has already been submitted to the auditor. If you still want to do so, you have to delete the client.

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