Accounts & Finance
Let's get down to the detail: Bills, Invoices, Cashflow & Reports
26 articles
Timesheets Setup and Approval
How to setup BAS, PAYG, and Superannuation in the company-wide cashflow - Australia
How to upload a bill to JACK ready for processing
Bill Processing in JACK App
Link a bill to budget items or a purchase order
What is a Back Charge and how to create one
Send a reason for rejection when changing Bill status to rejected
How to reallocate bills that were allocated incorrectly to a purchase order or budget item
How bills push to Xero
The difference between the starting forecast profit and the current forecast profit shown in the job budget
Add a new cost item to the job budget (after the estimate has been converted to a job)
How to manage retentions on percentage complete jobs
Client invoicing and how it impacts the cashflow forecast
How timesheet-related labour costs are displayed in the job budget
How to create a Builder gain/loss from the job budget
Create a Builder Gain/Loss from the Finance > Bills section
JACK / Xero - 2-Way Sync Data Flow Diagram
Client Invoices
An Overview of Client Invoices
Default Cashflow Settings
Set up cashflow on a job
Setting up your cashflow forecast for employee wages, including Superannuation and PAYG Withholding - Australia
Supplier/contractor payment terms and how this impacts your cashflow forecast
An Overview of different report types available in JACK
How to filter and export reports
Viewing reports related to staff timesheets