Course Overview
A practical guide to managing accounts receivable in Jobpac Connect, covering the full invoicing and receipting workflow. | 40min
Topics include entering sundry invoices, creating credit notes, applying bank deposits to existing invoices, maintaining debtor records, processing progress and retention claims, and generating key financial reports.
Course Content
1. Module Overview
An introduction to managing accounts receivable in Jobpac Connect, covering the key processes and workflows.
2. Maintaining Debtors
How to set up and maintain debtor records in Jobpac Connect, including debtor details and financial information.
3. Invoicing
How to create and manage invoices in Jobpac Connect, including sundry invoices and credit notes.
4. Receipting
How to process receipts in Jobpac Connect, including applying bank deposits to existing invoices.
5. Reports & Enquiries
An overview of AR reports and enquiry screens in Jobpac Connect for effective debtor management and financial reporting.
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