Day-to-Day Accounting
Process bills, approve timesheets, send client invoices
16 articles
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