> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/proposals/accounting-workflow-jobs-and-tasks.md).
# Accounting Workflow (Jobs & Tasks)
At this stage, we've mapped one standard accounting worfklow template for all service types. It involves the following stages:
* Prework
* Allocate
* Doing
* Review
* Prepare & Send
* Completed
Below is an example of a job in **Review** status, from the dedicated job record page.
You can also check job stages and progress from the workflow dashboard:
Click the back arrow on a prior stage to go back to it, add a reason if relevant:
To see all jobs and tasks, navigate to the home screen:
You can also progress jobs the next status or stage by clicking the row, a panel will open with similar components and functionality to the dedicated record page:
**Scheduling Jobs**
Jobs are set to fire on proposal acceptance, this means you may end up with a long to-do list of Jobs that you may not action or look at until later in the financial year.
To help with this, you can bulk select job records and 'Schedule' them:
By default, the 1st of the month is used for the Month / Year setting, however, you can set a specific date if required.
