Set up jobs for clients
Get jobs set up when a client signs, add your own, and find every client's jobs.
- Letter signed
- Jobs set up
- Preparer and reviewer
- On the Board
A job is one piece of work for one client, like this year's tax return or a quarter's BAS (business activity statement). Each job has a preparer, a reviewer, a due date and a status.
Where do jobs come from?
When a client signs their engagement letter, and you've recorded how you checked their identity, Billbook sets up their obligations for the year and one job for each. You can also start a job yourself. Either way, the preparer and reviewer come from the staff assigned to the client, or its group.
How do I add a job myself?
- Open the client's WorkJobs and choose New job.
- Under For, pick the obligation it's for, or Other work for anything else, like advice or a one-off query.
- Give it a Job name. For an obligation you can leave it blank to use the usual name.
- Set a Due date if you need one. For an obligation, blank means its own due date.
- Choose Create job.
The job starts as Not started. If it has a preparer, it's on the Board straight away. With no preparer, find it in the Backlog.
You can also start a job straight from the client's WorkObligations with Start job. An obligation that already has an open job shows Open job instead, so you won't double up.
How do I see a client's jobs?
Open the client's WorkJobs. Each job shows its status, Preparer, Reviewer and due date. Closed jobs are greyed out. Click a job's name to open it.
How do I see the whole firm's jobs?
The WorkBoard shows what your team is working on now. The WorkBacklog shows everything not yet lodged, by when it's due.
How do I work a job?
Open it, then move it through its stages, tick off its checklist and send it for review. The work a job guide walks through each part.
Next
Work a job through to lodged and closed
Move a job through its stages, hand it to a reviewer for sign-off, keep its checklist and notes, and see everything linked to it.
Plan the firm's work on the Board and Backlog
Drag live jobs across the Board, group them by person, and use the Backlog to see everything still due.
Send an engagement letter and set up the year's work
Generate a branded engagement letter from the client's services, send it for signing, and let Billbook set up their jobs once it's signed.
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