My Practice
Invoice Settings
Introduction With the enhanced Manage Billing in SMSF Auditomation, you can easily set up and manage your firm’s invoicing preferences. You can define fixed fee or fee based on complexity, add optional add-ons, and customise default invoice settings ...
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 ...
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 ...