Quick answer
The Jobs tab lists every job at your firm with its client, year end, current stage, corporation tax, net assets and a status badge. The badge is worked out from what has actually happened on the job, so the list, the job hub and the client card always agree.
The list
The heading counts the jobs in total, in progress, awaiting review and closed. + New job starts the wizard (see Creating a job). The search box filters by client name or company number; the dropdown filters by the raw status (Not started, In progress, Awaiting review, Signed off, Closed, Abandoned).
The Stage column shows the stage the job is at with a four-segment bar: completed stages in mid blue, the current one in bright blue, the rest grey. The CT and net assets figures carry a DRAFT pill until the accounts sign-off is recorded; once the pill is gone the figures are final.
The status badge
Badge | What it means |
Complete | The client output has been produced. The job leaves the open pool on the dashboard. |
Blocked | A step stopped with a hard block. Hover the badge on the job hub to read the reason. A records block the partner has documented past reads Continuing - records issue noted instead. |
Awaiting sign-off | The working papers are built and the review and sign-offs have not been recorded. |
Awaiting records | A live job parked until the client's records arrive: either set up that way, or Planning finished and intake has not begun. |
In progress | Work has started and nothing above applies. |
Not started | Nothing has run yet. |
A job started with the records in hand never reads Awaiting records once Planning finishes; its next step is the records check, and the badge reads In progress.
Stage labels on the spine
On the job hub each stage carries its own wording: Complete, Current stage, Current - review in progress (Records), Current - sign-off pending (Completion), Blocked, Not started, Skipped (testing) for the Planning stage of a cold review job, and Awaiting client where the stage's work is recorded but a client query is still open. See The job hub: the stage spine, files, documents and working papers.
Cold review jobs
A job set up as a cold review challenge skips Planning, so its spine shows Planning as "Skipped (testing)" and the job opens at Records intake. The jobs list itself carries no separate testing badge. See The cold review challenge.
If something looks wrong
A finished job still reads In progress. The Complete badge follows the client output; if the final stage has not been run, run it from the Completion stage.
Awaiting records on a job whose records you have. Open the job and click I have the records now. See "Awaiting records" and "I have the records now".
The new-job button is greyed out. Job creation opens after your firm's onboarding call with AllDone; the button's tooltip says so.
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