Results for “invoices”

22 documents in BMS Cloud.

Explanation

How Invoices Reach Xero

xero/explanation/how-invoices-reach-xero.md

# How invoices reach Xero An invoice in BMS and the same invoice in Xero are two records, and keeping them in step is most of what the integration does. ## Three modules, one desti…

Reference

Service Invoices

service/reference/service-invoices.md

# Service invoices **Service → Invoices.** Invoices raised from service work. A service invoice is generated from job activities **once every activity on the job has been cleared**…

Explanation

About reconciliation

billing/explanation/about-reconciliation.md

…configured as None will produce an argument the first time the customer adds up a year of invoices. The setting should be a record of the agreement, not a policy applied on top of …

Overview

About Xero

xero/overview.md

# Xero BMS keeps the operational record — jobs, orders, contracts, invoices — and Xero keeps the books. The Xero integration is what stops those two being typed in twice. It has **…

Explanation

Accounting For Stock And Cogs

admin/explanation/accounting-for-stock-and-cogs.md

…ssed | Debit Purchase Accruals, Credit Creditors | The invoicing side happens as purchase invoices are processed to Xero. The receipt side is generated as a manual journal by a **d…

Reference

Agent Types

agents/reference/agent-types.md

…nt — a Recipient Created Tax Invoice), *Does this agent bill on our behalf?*, Consolidate Invoices, Linked User, Geo Area, and Start Agent Accounting From. **Agent accounting setti…

Explanation

Agents Are Not Engineers

agents/explanation/agents-are-not-engineers.md

…th owes them a share. Reconciliation is the process of finding those shares in a period's invoices and settling them. That is why reconciliation types are described in terms of *in…

How to

Connect A Xero Organisation

xero/how_tos/connect-a-xero-organisation.md

…. ## Then align the reference data A connection alone does not reconcile anything. Before invoices flow usefully: 1. Go to **Admin → Accounts** and compare the chart of accounts ag…

Reference

Contract charges and rates

billing/reference/contract-charges-and-rates.md

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

…ing Details** (frequency, advance settings and reconciliation), **Invoice Settings** (how invoices for this contract are delivered) and **System Info**. ## Billing frequency | Valu…

Reference

Entities Organisations And Prefixes

admin/reference/entities-organisations-and-prefixes.md

…d on service jobs come from. **Bank Code, BSB, Account No and Account Name** — printed on invoices and statements for remittance. ## Document settings **Edit Document Settings** on…

Explanation

How contract billing works

billing/explanation/how-contract-billing-works.md

…an be checked and released as they are cleared — in bulk, filtered by billing group — and invoices generated afterwards in one operation, with the certainty that everything being i…

Overview

overview.md

Reference

Pricing And Invoicing Levels

sales/reference/pricing-and-invoicing-levels.md

…Invoicing level — how the deal is billed **Invoicing level decides the granularity of the invoices raised**, independently of how the deal was priced. | Invoicing level | Produces …

Reference

Reconciliation Types

agents/reference/reconciliation-types.md

…y them. | Type | Finds | |---|---| | Finance Current | Agent disbursements on **current** invoices, at finance contract rates, invoiced within the period | | Finance Arrears | The …

How to

Run the monthly billing review

billing/how_tos/run-the-monthly-billing-review.md

… job: check the month's transactions, release the ones that are right, and turn them into invoices. **Before you start**, know which billing groups you are responsible for. The rev…

How to

Set A Deals Pricing And Invoicing

sales/how_tos/set-a-deals-pricing-and-invoicing.md

…nvoicing options as the deal has already been partially invoiced. Cancel or void existing invoices first."* That is the remedy: void or cancel the invoices, change the level, invoi…

Reference

Settings

admin/reference/settings.md

…whenever "customers aren't getting > our emails". Subject and content templates exist for Invoices, Meter Requests, Service Jobs, Completed Job Reports, Service Job Backorders, Deb…

Reference

What Syncs With Xero

xero/reference/what-syncs-with-xero.md

…reference data and for payment. ## Pushed to Xero | From BMS | Origin | |---|---| | Sales invoices | Billing, Service and Sales | | Purchase invoices | Stock, including those gener…

Reference

Where Xero Touches Bms

xero/reference/where-xero-touches-bms.md

…staging environment can look > connected and never sync — that is correct, not broken. ## Invoices | Behaviour | What the integration does | |---|---| | **Completing an invoice** |…

Explanation

Why The Levels Are Constrained

sales/explanation/why-the-levels-are-constrained.md

…lding. Changing the granularity of a deal that has already been billed would leave issued invoices describing a structure the deal no longer has, and no way to reconcile the two. S…

Explanation

Why Xero Has No Screens

xero/explanation/why-xero-has-no-screens.md

… is. ## An integration is not a place you work Nobody's job is "doing Xero". People raise invoices in Billing, receive goods in Stock, and complete jobs in Service — and the accoun…