Accounting
Batches, exports and syncing with your accounting system.
- Connect QuickBooks Online and work the fix-it queueConnect QuickBooks Online, choose a cutover date and mappings, understand what posts and when, and fix anything that didn't post.
- Review invoices before they postUse the invoice review queue to catch missing signatures, costs, POs and notes, low margins, big discounts and duplicate lines, then approve or return invoices.
- Job costing: margins, direct costs and costing settingsRead a job's revenue, materials, labor and margin, add direct costs like permits and subcontractors, and set optional mileage and commission costs.
- Correct an invoice with the job ledgerSee every financial entry on a job and correct a line on an invoice that already went out, with reversing entries and a reason.
- Close and reopen accounting monthsClose last month so nothing new posts into it, and reopen it (owner only, with a reason) when a correction must land there.
- A/R, aging and collectionsSee unpaid invoices and open A/R, check aging buckets, and follow up on overdue balances with reminders, AI drafts and credit holds.