Quick answer
Your role sets jobs up. You add the client, create the job, enter the engagement details including the agreed bookkeeping quality rating, upload the client's records when they arrive and chase open client queries. The accounting team takes it from there.
What you see
The job hub shows the same four stages as everyone else, with the work filtered to your tasks. The job menu offers Overview, Files and Details; the Documents, Communication, Working papers and Audit trail tabs are not shown. The headline figures are hidden. The Next chip reads, for example, "Next: upload the records when they arrive" or "Next: chase the open client queries", and once the job is past your part, "The accounting team takes it from here".
On the Users page under Settings you see only your own row.
How to
Add the client, or check it exists, from the Clients tab. See Adding a client, with Companies House lookup.
Create the job from the Jobs tab with + New job. Choose whether the records are still to come or already in hand, pick the client and period, and continue. See Creating a job.
Enter the details on the Engagement details step: the figures read from last year's accounts, the directors, the software, the VAT method, the profit intent if the client has said, the fee and the agreed bookkeeping quality rating, and tick the three compliance confirmations if the file holds them. See The engagement details screen and The bookkeeping quality rating.
Upload the records on the Files page when they arrive. If the job was parked as "Awaiting records", the Planning panel offers I have the records now; clicking it moves the job on. See Uploading the client's records.
Chase the client. On the Records stage your panel shows the open client queries and, where the records scored below the agreed rating on a standard job, the Extra Work Order to download. The fee and approvals on it stay blank for the accountant.
What you will not do
Running a step, recording a decision, posting an adjustment, recording call notes and signing off are the accounting work and need a partner, senior or junior. If you press something that needs them, AllDone refuses with "Your role does not have permission for this action" and suggests asking a partner. Some engagement fields that affect the accounting work are recorded as decisions by the accounting team rather than typed on the details screen.
If something looks wrong
A file landed in the wrong slot. Removing an uploaded file is a setup action: remove it on the Files page and upload it again.
You need a tab that is hidden. Ask a partner; the accounting surfaces are hidden for your role by design.
Related