Accounts & Finance
Let's get down to the detail: Bills, Invoices, Cashflow & Reports
28 articles
Xero Integration - Link JACK to your accounting software
JACK / Xero - 2-Way Sync Data Flow Diagram
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
How to process a bill
What is a Back Charge and how to create one
Link a bill to budget items or a purchase order
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
Create a fixed-price contract client invoice
Create a cost-plus client invoice
Create a percentage complete invoice
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
Supplier/contractor payment terms and how this impacts your cashflow forecast
Set up cashflow on a job
Default cashflow settings
Setting up your cashflow forecast for employee wages, including Superannuation and PAYG Withholding - Australia
An Overview of different report types available in JACK
How to filter and export reports
Viewing reports related to staff timesheets