Features
By Kason and 1 other2 authors27 articles
Jobs
This collection contains information regarding the jobs module and all the information needed to use it
- How to Create a New JobCreating a new job using the create job form
- How to Create Charges (Line Items) on a JobOnce a job has been created, charges can be added to it using this guide
- How to View a Job's DetailsAfter creating a job and navigating away, this will explain the layout of the jobs table and how to view them
- How to View a Job's Profit OverviewIn Job Details, there is a section where the profitability of the job can be viewed
- How to Edit a JobThere are several ways to edit a job. In this article, the modal will be used to update information within a job
- How to Update the Status of an InvoiceA helpful feature within Base is the inline editing. This allows for dynamic changes to be made to records in a table without using a modal
- How to Register an AP Vendor Invoice (Vendor Bill)This article focuses on registering an invoice on the AP module
- How to Reconcile AP Vendor Invoices to Expenses on a Job (Allocate)Once an Invoice has been registered, it can be allocated to a Purchase Order
- How to Push an AP Invoice (Vendor Bill) to XeroOnce an invoice has been fully allocated, it can be pushed to the appropriate accounting software
- Invoice Statuses
- Billing Packet Merge
- Consolidated Invoices (Batches)
- Viewing, Updating, Archiving, Batching, and Approving InvoicesLearn how to view invoice details, update invoice information, archive invoices, batch multiple invoices together, and approve invoices in Base's Accounts Receivable system.