Accounts & Finance
Let's get down to the detail: Bills, Invoices, Cashflow & Reports
27 articles
- How to add a new Cost Item to the Job Budget
- How to upload a bill to JACK ready for processing
- 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
- 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
- Bill Approvals
- Supplier/Contractor Rules & Bill Approval Settings
- Create a Deposit Invoice on a Fixed Price Job
- How To Create a Deposit Invoice on a Cost Plus Job
- 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