Creating & managing jobs

The Jobs tab is the engine room of Zato where your firm executes the fully automated accounting workflow. Each client may have multiple jobs associated with them.

Adding a job manually

1. Click Add Job at the top right.
2. Select the Client from the dropdown.
3. Define the Job Type, Job Name, and Start Date.
4. Enter the Balance Date and specify GST Applicability (GST or Non-GST).
5. If applicable, select the GST Basis and GST Period.
6. Toggle Consider MJ Entries if manual journal entries should be included.
7. Confirm if 50% non-deductible applies to entertainment expenses.
8. Enable the Farming Module if agriculture-specific workpapers are needed.
9. Optionally assign: Accountant, Client Manager, Contractor.
10. Click Save.

Job tools

• Import From CSV: Upload multiple jobs simultaneously using the Zato CSV template.
• Groups: Filter your workspace by client groups.
• Search & Filter: Locate jobs by status and assigned staff.
• Bulk Actions: Reset Job (clears progress and restarts from setup) or Bulk Assign to users.
• Delete Job: Permanently removes a job. This action cannot be reversed — all associated data will be permanently destroyed.