Manage Billing

Manage Billing

Manage Billing 

This feature helps in managing the billing for the Audit jobs. Below are the advantages: 
  1. The invoices can be sent to Xero from the Manage Invoices list or Job smoothly.
  2. This also provides the ability to know the payment status from Xero in Auditomation. 
  3. This also provides the ability to generate bulk invoices (Combined invoices or Individual Invoices).

Manage Billing consists of the below (please click on it for more details): 
  1. Manage Firms
  2. Manage Invoice
  3. Invoice Settings
User will also have the access to the Invoice Status from the job as below: 
  1. Fund Dashboard
  2. Quick Box from the job

Access to Manage Billing

  1. Company Admin and Administrator role will by default have the access to Manage Billing.
  2. If a user manages billing then they should be given access to Manage Billing from Staff > Roles & Permission.

  1. Users without the access to Manage Billing will get the below options for the jobs:
    1. Access to the Invoice Status on the Fund Dashboard
    2. Option to add or edit Audit Fee Details from Invoice status from the Job Dashboard.
    3. Option to Save as Draft


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