Knowledge base

JobBag Knowledge Base

Getting Started

JobBag Installation, email, Two Factor Authentication and logging on

4 articles

All Users

Timesheets, Apply for leave and managing your task and timesheets

13 articles

Projects: Account/Project Managers

Job Planning, estimating, costing and reporting

9 articles

Finance/Administrators

Employee onboarding, Month end

27 articles

JBX Features

11 articles

Dashboard

Personlise your dashboard

2 articles

Active Diary

Manage your Tasks and Timesheets

3 articles

Timesheets

Log time with or without a task

4 articles

Leave

Request leave and entering Public Holidays

13 articles

Worklists

Dynamic search results can be saved as lists in most JobBag features.

1 article

Jobs

16 articles

Tasks

3 articles

Quotes and Estimates

Improve the accuracy of your quotes and get them out more efficiently.

1 article

Purchase Orders

12 articles

Supplier Invoices

7 articles

Client Invoicing

7 articles

Expense Claims

2 articles

Employee Onboarding

Add new employee, create Username and Password, enter salary and Taxation information

5 articles

Address Book

Manage your Contacts, Companies, Suppliers, Talent, Employees and Freelancers

23 articles

Best Practice Guides

7 articles

Reports

Get to know JobBag’s powerful reporting abilities to monitor your business.

9 articles

Forecasts

Learn to track your sales and billings and keep your finances in order in JobBag

6 articles

Visual Planning

Learn to plan your team’s capacity, analyse performance and read utilisation levels.

4 articles

Media

15 articles

Talent

5 articles

Trouble Shooting

3 articles

Accounts

10 articles

Awards

Awards and the Leaderboard

1 article

Documents

3 articles

Finance

5 articles

End of Month/Year Processes

4 articles

Foreign country Withholding Tax

6 articles

Foreign Currency

Define a base currency and set up currencies you’d like to use

10 articles

General Ledger

2 articles

Keywords

Labels that can help differentiate contacts, companies or jobs

1 article

Payroll

16 articles

Payroll Configuration

10 articles

Single Touch Payroll

10 articles

Productivity

1 article

Rental Income

1 article

Uninstall/Installing Desktop version of JobBag

5 articles

JobBag Email

4 articles

Log onto JobBag

3 articles

Two Factor Authentication (2FA)

2 articles

Wip and Accruals

6 articles

Administration

16 articles

Configuration

22 articles

Kinds

Kinds make it possible to get detailed reporting on your team's activity types.

9 articles

Items

Set rates for everything that is charged out on a per-unit basis.

2 articles

Implementation

8 articles

News

Payroll News

6 articles

Product News

7 articles