Jobsheet integrates with Xero
Send all or some invoices to Xero. Any $0 invoices will go directly into complete so that it misses this step.
- Tracking codes
- Tracking codes are usually based on staff member names or a similar entity (could also be vehicle or team).
- Jobsheet sends all revenue for a job as one tracking code. If multiple staff are involved the job owner will get the credit.
- You can use a second tracking code category to group together staff. For example: North Auckland, South Auckland, Other.
- Profitability reporting can be gained through recording purchases with tracking codes inside Xero.
- Payment sync
- Jobsheet will check the Waiting Payment list from information in Xero.
- If an invoice is voided it will show as complete/paid in Jobsheet (with a void icon).
- When a complete payment is recorded the job will be moved to Complete.
Any other questions please get in touch.