Creating and Managing Jobs
Adding a job manually or importing from XPM, and what happens once it's created.
A job can be added from a client's row in Setup Clients/Jobs, from within the client's own record, or imported from Xero Practice Manager.
Adding a job manually
1. Click the Add Job icon on the client's row, or use Add Job inside the client's View Client panel.
2. Complete Job Details: Job Name, Job Type, and Date Range (Start and End Date).
3. Complete GST Configuration: GST Applicability, GST Period, GST Basis, and Consider MJ entries.
4. Complete User Assignment if known: Accountant, Client Manager, Contractor (all optional).
5. Enable Materiality or Workpaper threshold overrides only if this job needs to differ from the firm default.
6. Click Save. The job is created in the Job Setup stage.
Importing from XPM
Import from XPM follows the same Xero sign-in flow used for clients, creating the job automatically once authorised and mapped to its client.
How to access: Setup Clients/Jobs, Add Job icon on the client's row.