Features
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.