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Accounts Integration

Accounts Integration

Linking your Service Management Software to your Accounts System.

Building maintenance companies usually have an accounts software system in place. Joblogic doesn’t attempt to replace your accounts software, rather integrate with it. Without a link in place there’s always a problem with duplication of information.

In a manual system the same information gets entered onto quotes, job sheets and invoices. Sometimes the invoices are created outside of the actual accounts programme and then re-entered into the sales ledger for credit control. This creates an unnecessary burden of data entry that can easily be eliminated with our accounting integration.


Accounts Links Including

 

View invoices on desktop and mobile with accounts integration

Sending Transactions to Your Accounts Software

Whether it be on a daily, weekly or monthly basis, Joblogic’s integration with accounting packages allows you to import invoice and credit transactions effortlessly. Through the use of Joblogic’s batch export tool, accounting information no longer needs to be manually input and ensures any potential miscalculations are eliminated. Simply extract all transactions, and import to your accounting software in a few simple steps. Joblogic has links to the most popular accounts packages including Sage, Xero, QuickBooks, KashFlow and FreeAgent.

Invoice library with Joblogic and your accounting package

Invoicing in Joblogic

Joblogic is the ideal system to use for creating your sales invoices. This is because it already has all of the job and costing information that can quickly calculate your invoice value. However, you still need your accounts software for credit control and management accounting reports. Joblogic will take your sales invoices and credits and export them to your accounts software so you don't need to key them in manually. In a busy maintenance environment, integrating with your accounting software will save hours of data entry per week.

Raise and view purchase invoices within Joblogic

Purchase Invoices

Joblogic has the ability to raise purchase orders for materials and labour. It makes sense to match your supplier invoices against these orders to make sure that you are not being overcharged and that job costs are accurate. Joblogic can then export these purchase invoices to your purchase ledger in your accounts software to save time on rekeying the data.

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