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Step-by-step Guide

What is a Job?

Article ID: 2987
Last updated: 04 Apr, 2023

You can now organise your Tasks by collating them in a single Job.

A Job contains multiple Tasks which allows you to automate services offered by your practice, like Tax Returns.

For example, there are several steps involved in processing a Tax Return. To make your life easier, you can create a single Tax Return Job and create all the relevant steps within the Tax Return Job as Tasks.

As a practice, processing Tax Returns will be a frequent occurrence, therefore you can also create Job Templates so that you don't have to create a new Tax Return Job every time.

See How to Create a Job.

Article ID: 2987
Last updated: 04 Apr, 2023
Revision: 4
Views: 402
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