Creating and managing jobs

How to create jobs manually or via CSV, and how to use job management tools including groups, bulk actions, and deletion.

The Jobs tab is where Zato executes the automated accounting workflow. Each client can have multiple jobs. The automation process follows four stages: Job Setup, Run Automation, Results, and Mark Ready for Review or Sign-off.

Adding a job manually

  1. Click Add Job at the top right.

  2. Select the Client from the dropdown.

  3. Set Job Type, Job Name, Start Date, Balance Date, and Goods and Services Tax (GST) Applicability.

  4. If applicable, set GST Basis and GST Period.

  5. Toggle Manual Journal (MJ) Entries, 50% non-deductible entertainment, and Farming Module as needed.

  6. Optionally assign Accountant, Client Manager, and Contractor.

  7. Click Save.

Default balance date

New Zealand entities default to a balance date of 31 March (financial year 1 April to 31 March). Non-standard balance dates can be set in the job creation screen.

Bulk upload

Use Import From CSV to upload multiple jobs at once via the Zato template.

Jobs table

The table shows Client Name, Job Name, Status, Start Date, Days, Accountant, and Financial Year (FY). Hover the info icon next to Status for the full status definitions.

Status definitions

Status

Meaning

Questionnaire Pending

Waiting for the client to respond to their questionnaire.

Ready to Process

Questionnaire has been received; job is ready for setup to begin.

Job Setup

Setup is currently in progress (CoA mapping, data sources, etc.).

Processed

Automation has run and processing is complete.

Query Stage

Waiting on the client to respond to an outstanding query.

In Review

Job has been submitted and is being reviewed by a Manager or Director.

Review Completed

All workpapers are approved and the job is ready for sign-off.

Signed Off

Director has completed final sign-off. Job is closed.

Action icons

  • Eye Icon: View job details.

  • Gear Icon: Open Job Setup.

  • Results Icon: View GL Scrutiny, Workpapers, and Manual Journals.

  • Three-dot menu: Edit, delete, or reassign the job.

Groups and bulk actions

Use Groups to organise jobs by team, branch, or service line. Use Bulk Actions to apply changes to multiple jobs at once.