Results for “rates”

Reference

Contract charges and rates

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

# Contract charges and rates A contract's charges are what it bills. They are held on the **Charges** tab of the contract, in the order they appear on the invoice. ## Charge struct…

Overview

About Administration

admin/overview.md

…onnect an entity's accounting organisation to Xero. - Maintain the chart of accounts, tax rates and currencies. - Import records in bulk, and manage settings, industries and custom…

Overview

About Billing

billing/overview.md

…rder every month. 1. A **contract** holds the agreement: which assets, what charges, what rates, how often, for how long. 2. Its **assets and meters** record what is out there and …

Explanation

About reconciliation

billing/explanation/about-reconciliation.md

…what was committed against what was actually used, and it is the part of billing that generates the most questions. ## The problem a minimum creates Consider a customer committed t…

Overview

About Xero

xero/overview.md

… in **Admin → Entities**, on the Organisations list, and on the chart of accounts and tax rates. What it *changes*, though, is spread across the system: whether an invoice can be c…

Explanation

Accounting For Stock And Cogs

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

… a journal by hand. ## Receiving stock: the purchase accruals bridge BMS deliberately separates **receiving stock** from **recording the supplier's invoice** for it, because compan…

Reference

Agent Types

agents/reference/agent-types.md

…can involve either, both or neither. **Service agent settings** — where a service agent's rates live, and the reason a visit's charge, travel and labour lines come out as they do: …

Reference

Billing period, transaction and invoice statuses

billing/reference/billing-period-and-transaction-statuses.md

…lled. Only available while no live transaction exists against it. | The Billings list separates these across tabs — **Pending**, **Open**, **Released**, **Completed** and **Cancell…

How to

Connect A Xero Organisation

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

…e chart of accounts against Xero. Import what is missing. 2. Do the same on **Admin → Tax Rates**. Accounts and tax rates have to line up on both sides, or invoices will push again…

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

…en generated. The contract itself is no longer editable, although its charges, assets and rates can still be changed. | | **Ongoing** | The contract has passed its contracted expir…

Reference

Entities Organisations And Prefixes

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

…** — these are **Xero tracking category values**, applied to transactions this entity generates so cost and revenue land in the right dimensions in Xero. This is where the tracking…

How to

Fulfil A Supply Order

stock/how_tos/fulfil-a-supply-order.md

…→ Sales Orders**. It opens on **Draft**. 2. Filter by **Source = Supply Order**. That separates consumables raised against machines from ordinary sales, which are worked differentl…

Explanation

How contract billing works

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

…the contract's charges: - Fixed charges become lines directly, priced from the contract's rates for the base period. - Metered charges become usage lines. Each one needs a start an…

Explanation

How Invoices Reach Xero

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

…inds of thing being matched — invoices, line items, credit notes, contacts, accounts, tax rates, journals — and they live on different tables in BMS. A separate cross-reference mea…

Overview

Overview

overview.md

…h the partners who fund or service the fleet. | | **Admin** | Users, system settings, tax rates, entities and the utilities that configure everything above. | Two extensions sit al…

Reference

Product Catalogs

stock/reference/product-catalogs.md

…er, or from the company default. - **Special bid pricing** — a supplier offering separate rates for government or major-customer orders. - **Quoted pricing** — passing a special bi…

Reference

Reconciliation settings

billing/reference/reconciliation-settings.md

…s are shown on the charge, not the contract. See [[billing/reference/contract-charges-and-rates|Contract charges and rates]] for the meaning of each figure in the charge's Reconcil…

Reference

Reconciliation Types

agents/reference/reconciliation-types.md

…---| | Finance Current | Agent disbursements on **current** invoices, at finance contract rates, invoiced within the period | | Finance Arrears | The same, on invoices **in arrears…

Reference

Sales Orders

stock/reference/sales-orders.md

…atus | Matches the tabs | ## Source: finding supply orders **Source is the field that separates the two kinds of sales order**, and filtering on it is how you work supply orders as…

Reference

Settings

admin/reference/settings.md

…category from the top navigation. Values are per BMS instance, so currency, timezone, tax rates and GL accounts reflect your region. ## General | Setting | Controls | |---|---| | D…

Reference

Tags

crm/reference/tags.md

…ber who generated the lead, any other source | | Type | Red | The industry the account operates in, often broken down by specialisation | | Private | — | Tags not shared across the…

Reference

The Admin Area

admin/reference/the-admin-area.md

… Accounts | The chart of accounts. Can be compared against and imported from Xero | | Tax Rates | Tax rates. Also comparable against and importable from Xero | | Currencies | Curre…

Reference

What Syncs With Xero

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

… accounts | The chart of accounts — compared and imported in **Admin → Accounts** | | Tax rates | Compared and imported in **Admin → Tax Rates** | | Tracking categories | Stamped o…

Reference

Where Xero Touches Bms

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

…rds in several modules: invoices, invoice lines and line items, customers, suppliers, tax rates, ledger accounts, and stock purchase invoice lines. Each records what kind of Xero o…

Explanation

Why Xero Has No Screens

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

…s. **Reference data has to be agreed, not assumed.** A chart of accounts and a set of tax rates are decisions the finance team has already made in Xero. BMS cannot invent them and …

Reference

Xero In The Admin Screens

xero/reference/xero-in-the-admin-screens.md

… **import**. Use it to bring BMS's account codes into line with the books. ## Admin → Tax Rates The same pair of actions for tax rates: compare against Xero, and import. ## Related…