A job is a piece of client work in Nagaris — a tax return, a BAS, a month of bookkeeping. Jobs carry the tasks your team completes, the time your team logs, staff assignments, budgets and (for connected firms) the link through to Xero Practice Manager (XPM). This article explains the moving parts before you dive into the how-to articles.
Go to Jobs in the Practice section of the sidebar to see every job across your organisation. The page is described as a place to Track work items, staff assignments, and budgets for engagements.
Open a client group and go to its Jobs page to see only that group's jobs.
Open an engagement to see the jobs that belong to that engagement, with the same time-tracking views as the job page.
Click any job name to open the job detail page.
The Practice section also contains Engagements and Timesheets, which work hand in hand with jobs.
Every job has:
A Primary Client — the main client responsible for the job. Other clients in the same group can be assigned to individual services within the job.
A name (often generated from a job name template).
A Start and Due date.
Optional Category, Budget, Description and Client Order No.
Tasks — the individual services/steps inside the job. Each task can be marked Pending or Completed, has estimated and actual time, and can be invoiced.
Staff assignments — a Partner, a Manager, and any number of team members.
Timesheet entries logged by staff against the job's tasks.
The job detail page shows all of this: a header with the job name and status badges, a Job overview card (Client, Lifecycle, XPM state, Start, Due, XPM ref), a Staff section, four metric tiles (Budget, WIP, Logged time, Amount Billed), the Tasks table, and an Invoices section once invoices exist for the job.
Jobs can exist in two ways:
Engagement jobs are created inside a proposal/engagement. They group the engagement's services, and their lifecycle (Draft, Awaiting signature, Active, Complete and so on) follows the engagement.
Standalone jobs are created directly from the Jobs page or a client group. They have no engagement lifecycle and show as No status in lifecycle filters. Standalone jobs can also be set up as recurring schedules that generate a new job each week, month, quarter or year.
If your organisation is connected to XPM, jobs created in Nagaris are submitted to XPM and each job shows an XPM Status (Pending, Submitted, Synced, Failed or Not Connected) plus an XPM State taken from your XPM job states. If your firm does not use XPM, everything in this section still works — the XPM columns, filters and buttons simply do not appear. See the article on how jobs flow to XPM for the details.
Jobs, timesheets and engagements are staff-facing. Users who access your workspace with a client-level role do not see the Practice section, and job pages show as unavailable to them. Creating and editing jobs is available to all staff; a few related areas (such as managing job name templates) are admin-only and are called out in the relevant articles.
Jobs generated by a recurring schedule carry a recurring badge in job lists.
Nagaris also has Task Management and Calendar pages, but both currently display an Under Construction notice and are not linked from the sidebar. Use the Tasks section on each job and the Timesheets area for day-to-day work management.
