Best Practice Guides

Use the process below if you would like to set up and process unbilled accrued revenue in JobBag Scenarios:  You want to recognise revenue on a job that hasn’t been invoiced to the client yet. You have generated value on a job but have...

Stock/Inventory in JobBag Flowchart A Step-by-Step Guide to Setting Up Stock/Inventory in JobBag Need more help? Please contact support call 02 8115 8090 or email support@jobbag.com

See below a step-by-step guide for setting up and processing stock and inventory in JobBag Stock/Inventory Set up process Step 1: Choose Billable/Overhead option This will depend on if you run wip and accruals each month Yes - Billable Job ...

JobBag Process - Using Planning This is the typical work flow process in jobBag using planning

JobBag Process - Account Service This is the typical work flow process for account managers

Monthly Guide to Financial Management A typical financial management timeline below.  This should be reviewed and amended to suit your organisation. Day 1 to Day 31 - Day to day  ongoing - Everyone - New Business Proposals - Create pr...

Please complete the month-end process in the following sequence - it will save a lot of tears and heartache later. If you use foreign currency, please download the foreign currency rates on the last day of the month. These will be used to calcu...