Building maintenance companies usually have an accounts software system in place. Joblogic doesn’t attempt to replace your accounts software but it will 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 software and then re-entered into the sales ledger for credit control. This creates an unnecessary burden of data entry that can easily be eliminated.
Sending Transactions to Your Accounts Software
Joblogic can export invoice and credit transactions to your accounts software in two ways. The first is a batch export of data that you control on a daily, weekly or monthly basis. We know that some accounts departments are keen to make sure that the information going into their systems is perfect.
The batch export tool allows them to check the data before importing into accounts. The other option is a real time integration where the data is automatically synchronised between Joblogic and the accounts software. Whatever your preference we can help you.
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 this will save hours of data entry per week. Joblogic has links to the most popular accounts software including Sage, Xero, Quickbooks, Kashflow and Opera.
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.
Your first step towards efficiency
Do more jobs per day without employing more staff. Get your invoices out the door quickly and improve your cash flow.