Results for “transactions”

Overview

About Billing

billing/overview.md

…ill change them. 5. An **invoice** is what the customer receives, generated from released transactions and synced to your accounting system. Most of the month, nothing needs a huma…

Reference

Billing period, transaction and invoice statuses

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

…versed or rebilled. ## Invoice statuses An invoice is generated from one or more released transactions. | Status | Meaning | |---|---| | **Draft** | Created, not yet approved. | | …

Reference

Contract charges and rates

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

…by month, with status and type. | | **Invoices** | Invoices generated from the contract's transactions. | | **Profitability** | Derived profitability for the contract and its asset…

How to

Enter or request meter readings

billing/how_tos/enter-or-request-meter-readings.md

…ve on the asset without being attached to a transaction. To pull the latest ones onto the transactions in your filtered list, use **Manage Meters → Apply Latest Readings** on the B…

Reference

Entities Organisations And Prefixes

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

…gories, Location and Division** — these are **Xero tracking category values**, applied to transactions this entity generates so cost and revenue land in the right dimensions in Xer…

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

…he billing group you noted in step 2 from Public Filters. You should now see this month's transactions for that group, waiting to be reviewed — your contract's among them, if its p…

Explanation

How contract billing works

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

…** generated against it, and the gap between the two is where a person gets to intervene. Transactions are generated ahead of the due date, not on it. The lead time is a system set…

Overview

Overview

overview.md

…, each period's charges are calculated into a transaction, staff review and release those transactions, and released transactions become invoices. That loop, and everything it depe…

How to

Run the monthly billing review

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

# Run the monthly billing review This is the recurring job: check the month's transactions, release the ones that are right, and turn them into invoices. **Before you start**, know…

Reference

Settings

admin/reference/settings.md

…n. ## General | Setting | Controls | |---|---| | Default Currency | Currency code for all transactions | | **Accounting Integration** | The connected package: **Xero**, QuickBooks,…