Client Details: Client Setup and Jobs & Activity Tabs

Opening a client lands on the Client Details screen, made up of two tabs: Client Setup and Jobs & Activity.

Jobs & Activity has four items underneath it: All jobs, Command Center, ZBox, and Activity log, each shown with a live status badge.

All jobs: lists every job for this client, status, type, financial year, and assigned accountant. Add Job is available directly from here.

Command Center: scoped to this client. A query starts as an Internal Query, or is created straight into Draft Client Queries. Send to Client moves it into Sent Client Queries; once the client responds, it returns to Internal Queries. Review points and brief points can be raised and resolved here by L5 and L6 users. Queries can be filtered by All Queries, Internal Queries, Draft Client Queries, or Sent Client Queries, and narrowed further by job or free-text search.

ZBox: the client's document repository. A single file can be linked to multiple jobs under this client, avoiding repeated uploads of the same document.

Activity log: a chronological log of everything that has occurred across this client's jobs, who or what performed each action, and when.