The Accounts Book is where the financial information about your all jobs is stored accessed and stored. Access to this area should be limited to the financial department and/or senior management. From the account book, you will also setup your default financial information for each of your customers.
We wish to make perfectly clear that HireTrack is not a financial package. It does not track payments, and contains no General Ledger. Information that is entered into the HireTrack financial data may be electronically exported to a proper accounts package.
The Accounts Book is divided into 5 sections handling different aspects of the financial information.
The Jobs tab provides a financial overview of all jobs (archived & un-archived) entered into HireTrack.
The Invoices tab is a listing of all invoices created for all jobs in HireTrack.
The Purchases Order tab is a listing all purchases created for all jobs in HireTrack.
The Setup tab is used to configure financial defaults for each company that has been entered in the Address Book.
The Scheduled Invoicing is used to create invoices that's creation has been configured to happen on a schedule.
