The Jobs page lists every job in your organisation; each client group also has its own Jobs page scoped to that group. Both use the same table, filters and bulk actions.
Along the top of the list you'll find:
Search — Search jobs... matches job names.
Client — filter to one or more clients.
Staff — filter to jobs where particular staff are assigned.
XPM Status — shown only for XPM-connected firms; defaults to Submitted only so local pending jobs are hidden until you choose Show all (no filter) or tick extra statuses.
Job Status — the lifecycle filter (Active, Overdue, Awaiting signature, Draft, Complete, Rejected, No status).
State — your XPM job states.
Start Date — a date range filter.
On smaller screens some filters tuck behind a More button (Less collapses them again). When any filter is active, a reset button appears to clear everything back to defaults. Jobs are sorted newest-first by default; click the Job Name, Client, Start Date or Due Date headers to re-sort.
Click the bookmark icon next to Table Options to save the filters (and sort order) you've set up as a named view:
Save the current filters under a name in the popover.
New views are pinned to the sidebar automatically, in a Saved Views group — clicking one applies its filters and opens the Jobs page.
From the popover you can apply, rename, delete, or pin/unpin any saved view.
The org-wide Jobs page also remembers whichever filters you had set the last time you visited, even without saving a view, so leaving the page and coming back keeps your filters in place.
Open the actions menu at the right of the filter bar to show or hide columns. The available columns are Job Name, XPM Status, State, Client, Manager, Fees / Budget, Actual / Estimated, Write on/off, Start Date, Due Date and Actions. Some are hidden by default — XPM Status, Fees / Budget, Actual / Estimated and Write on/off — and there's a reset-to-default option.
A few columns are small dashboards in their own right:
Fees / Budget — actual cost against budget with a progress bar; the figure turns red when over budget, and hovering shows the percentage of budget used.
Actual / Estimated — logged time against estimated time in hours and minutes, with the same red-when-over treatment.
Write on/off — the difference between what's been billed on the job and the WIP value of the billed work: green with a + for a write-on (billed above WIP), red with a - for a write-off (billed below WIP), and an em dash until something on the job has been billed. See Understanding jobs in Nagaris for more.
Click the chevron at the start of any row to expand it. The panel lists each task on the job with its name, status, hours spent and cost, or No tasks on this job yet. if the job has none.
Each row's Actions column offers:
A ban icon (Cancel all future jobs in this series) — only on jobs generated by an active recurring schedule.
View in XPM — opens the job in Xero Practice Manager in a new tab (only when the job is linked to XPM).
Delete Job — deletes the job after confirmation. You'll see Job deleted successfully.
Tick the checkboxes on one or more rows to open the bulk actions bar:
Submit to XPM (XPM-connected firms) — submits the selected jobs; you'll see Submitted N jobs to XPM and the table refreshes each job's XPM status automatically over the next half-minute as XPM responds.
Delete — opens a confirmation dialog listing every selected job by name. If any selected jobs are connected to XPM, the dialog offers an Also delete in XPM checkbox and tells you how many of the selection are connected. Leave it unticked to remove the jobs from Nagaris only.
Can't find my job is almost always the XPM Status filter: newly created local jobs are Pending, and the default view shows Submitted only. Switch the filter to Show all (no filter).
Standalone and recurring jobs show under No status in the Job Status filter because they have no engagement lifecycle.
Deleting a job from the row action never touches XPM; only the bulk Delete dialog offers Also delete in XPM.
