Accounts & Finance
Let's get down to the detail: Bills, Invoices, Cashflow & Reports
24 articles
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
What is a Back Charge and how to create one
Client Invoices
Timesheets Setup and Approval
How to setup BAS, PAYG, and Superannuation in the company-wide cashflow - Australia
How to create a Builder gain/loss from the job budget
Create a Builder Gain/Loss from the Finance > Bills section
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
The difference between the starting forecast profit and the current forecast profit shown in the job budget
How to add a new Cost Item to 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
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
Client invoicing and how it impacts the cashflow forecast