The Jobs tab displays all the jobs that you have for all the clients in Drive. New jobs can be created by clicking on the new option and filling in the details. Once you have completed these, you will click Save & & Close.
Within the client, the Jobs column displays all the jobs that you do for a client. As we can see below, this client’s jobs for Audit and Corporate Tax have been defined.
The jobs can also be created by the support team upon request. The import job option can create jobs for all the staff or based on the entity type. This option will not duplicate the existing Jobs or overwrite them. This option is only available with the support credentials.