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
To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

    • Related Articles

    • Manage Firms

      Introduction The Manage Firms section within the Billing module of Auditomation is designed to help you easily add, configure, and manage billing details for each firm you work with. From this page, you can set default invoice preferences, define ...

    • Manage Invoices

      Introduction The Manage Invoice module in SMSF Auditomation allows you to generate invoices, post them to Xero individually or in bulk, and monitor their status throughout the invoicing cycle. You can identify which jobs are ready, which are awaiting ...

    • Auditomation's EOFY Updates & Enhanced Import Functionality

      Introduction We're excited to introduce the latest updates in Auditomation, your go-to auditing software, designed to enhance your efficiency and streamline your workflow. Here are the new features and improvements: Enhanced Import - Reimport ...

    • Manage Notification

      Introduction Manage Notifications is the module from where you can manage your Notification Settings. There are 2 parts of the Preferences module, Notification Preferences, and Change Notification Recipient. From here you can change your Notification ...

    • Manage Funds

      Introduction All the funds will be listed here. You can create a job, view, update, and delete the fund from this page. You can also import a new fund from other accounting software that you're using or you can add a new fund manually to the portal. ...