Jobs•Updated 27 July 2026
Work from the job record
Keep operational, commercial, transport and document activity together.
For: Project managers and operations
Open JobsWorkflow
Open job
Plan
Track delivery
Close costs
Invoice
How to do it
1
Find the job
Search the active register and open the exact job reference.
2
Use the job buckets
Review details, commercial position, suppliers, crew, logistics, documents and activity. Finance-authorised users also see Invoicing & credit control with invoice history, Xero draft creation, PDF archiving and customer reminders.
3
Resolve blockers
Add missing information and follow linked records rather than duplicating notes elsewhere.
4
Confirm completion
Close operational actions and make sure final costs and billing status agree.
Useful to know
- • Use the activity history to understand what changed and who owns the next action.
- • A voided Xero invoice can be removed from the local invoice history by Finance. This does not alter Xero, is logged, and prevents that same voided ID returning on the next sync.
- • Invoice PDFs created from the Finance Job Bucket are saved automatically when the job has a SharePoint folder; use Save PDF to archive an older invoice manually.
Troubleshooting
The SharePoint folder is missing.
Use the document relink/create action or ask an administrator to check SharePoint settings.