Everything about a job — its name, dates, budget, description and team — is edited from the job page. Users with client-level access see the page read-only; staff can edit.
Open the job and find the Job overview card.
Click the edit (pencil) toggle at the top right (Edit overview).
The Edit Job dialog opens with:
Job Name (required)
Description
Client Order No
Start Date and End Date (both required — End date must be after or equal to start date)
Category — one of your XPM categories
Budget
Save. You'll see Job details updated successfully.
The overview card itself shows Client (linked to the client's page), Lifecycle, XPM state (editable inline for XPM-connected firms), Start, Due, Client order no (when set) and XPM ref. Any description appears as a notes section under the card.
Under the overview, four tiles summarise the job's economics:
Budget — the budget amount you set on the job.
WIP — the actual cost of time logged so far.
Logged time — total hours and minutes logged.
Amount Billed — the sum of all non-draft invoices linked to the job.
These update as timesheets and invoices come in.
In the Staff section of the job page, click the edit (pencil) toggle (Edit staff).
The Assign Staff dialog opens with:
Partner and Manager dropdowns — pick one person for each, or None. Job titles show under names where they're set.
Team Members — a searchable checklist of your staff (Search staff...), with Select All and None shortcuts. Each person shows their job title or email, and their hourly billable rate (e.g. $250/hr) where one has been set up on the Team page. A count like 3 staff members selected appears under the list.
Click save. You'll see Staff assignments saved successfully.
The Staff section then shows the Manager and Partner by name and the team as a row of avatar initials — click +N more to reveal a long list. The manager also appears in the Manager column of job lists, and the Staff filter on the Jobs page matches any assigned person.
Staff assignments matter beyond visibility: the billable rates of assigned people drive the WIP values calculated from their timesheet entries, and the Staff dropdown when editing a timesheet entry is limited to the staff assigned to that job.
At the top right of the job page:
Open in XPM — appears once the job is linked to XPM and opens it in Xero Practice Manager.
Sync From XPM — appears for XPM-connected firms while the job isn't yet linked; also available from the ... menu for linked jobs. Disabled while the job's XPM status is Pending (Cannot sync while job XPM status is pending).
The ... menu also offers Refresh to reload the job's data.
Setting a Budget lights up the Fees / Budget progress bar on job lists, turning red when actual cost exceeds the budget.
If a staff member is missing an hourly rate, their time still records — it just contributes no dollar value to WIP until a rate is set on the Team page.
