Accounts & Finance
Let's get down to the detail: Bills, Invoices, Cashflow & Reports
25 articles
What Impacts Your Cashflow Forecast
How To Create a Deposit Invoice
How to add a new Cost Item to the Job Budget
Bill Processing in JACK App
How to upload a bill to JACK ready for processing
Link a bill to budget items or a purchase order
How bills push to Xero
How to reallocate bills that were allocated incorrectly to a purchase order or budget item
How to Create a Back Charge
Client Invoices
Timesheets Setup and Approval
Setting Up Company Cashflow (AU)
Create a Builder Gain/Loss
Create a Builder Gain/Loss from the Finance > Bills section
Send a reason for rejection when changing Bill status to rejected
The difference between the starting forecast profit and the current forecast profit shown in the job budget
How timesheet-related labour costs are displayed in the job budget
JACK / Xero - 2-Way Sync Data Flow Diagram
An Overview of Reports
How to filter and export reports
How to View Staff Timesheet Reports
Default Cashflow Settings
Setting Up Your Cashflow Forecast for Employee Wages
Supplier/contractor payment terms and how this impacts your cashflow forecast
Client invoicing and how it impacts the cashflow forecast