Account Settings for Invoicing

Account Settings allows you to link and manage your accounting software, create and manage invoice types, statuses, payment terms and tax types.

In this article:

Accessing Account Settings

What Do These Account Settings Mean?

Setting Up Account Types

Setting Up Invoice Item Types

Setting Up Tax Types

Setting Up Your Chart of Accounts

Accessing Account Settings

From the User Menu Panel, navigate to Settings > Accounting.

What Do These Account Settings Mean?

Accounts

Here you can add and manage the chart of accounts that your income and expenditure (invoices and bills) can be allocated against.

Account Types

This will allow your organisation to manage types of invoice accounts that will be needed for invoicing in Jobman.

Integration

Here you can connect Jobman to your accounting software and control the sync settings. 

Read More: How to Connect to Your Accounting Software

Invoice Item Types

Manage the types of items that can be added to invoices. Here you can assign your accounting codes, account types and tax types.

Invoice Statuses

Create and define invoice statuses to track the progress of your invoices.

Read More: Invoice Types and Statuses

Invoice Types

Manage the types of invoices that your organisation can create. 

Read More: Invoice Types and Statuses

Payment Terms

Set the default payment terms for your customer invoices and purchase order invoices. 

Read More: Payment Terms

Tax Types

Set and manage the types of tax that will need to be applied to customer invoices and bills.

Setting Up Account Types

Account types must be applied to each entry in your chart of accounts (see below). You can either edit the existing account types already in your settings, or you can create new ones following these steps:

1. Go to Settings > Accounting > Account Types.
2. Click Create.
3. Name your account type (e.g. Bank Account, Expense Account).
4. Add a code (this must match the code in your accounting software exactly).
5. Click Save Changes.

Setting Up Invoice Item Types

Invoice item types are allocated to the items in your catalogue, so that when you create a purchase order, your software will automatically apply the correct account code to the purchase. This will then show on the invoice and in your accounting software.

To set up your invoice item types, go to Settings > Accounting > Invoice Item Types.

Click Create, then fill in the following:

• Name
• Code (must match the code used in your accounting software)
• Account (e.g. Purchasing)
• Tax type

Then select the checkboxes if applicable.

Setting Up Tax Types

Depending on which country/region your organisation is located in, you will be require to add or update the tax types to be allocated to invoice line items. You can either edit the existing tax types already in your settings, or you can create new ones following these steps:

1. Go to Settings > Accounting > Tax Types.
2. Click Create.
3. Name your tax type (e.g. GST on Income).
4. Add a code
5. Add a rate (e.g. 10.0000%)
6. Click Save Changes.

Setting Up Your Chart of Accounts

Your chart of accounts is the list of different accounts to which income and expenditure can be allocated. To create a new account:

1. Go to Settings > Accounting > Accounts.
2. Click Create.
3. Enter the name (as listed in your accounting software).
4. Enter the code (as listed in your accounting software).
5. Choose the account type.
6. Choose the tax type.
7. Tick or untick the rounding option (see below).
8. Click Save Changes.

To make changes to any of your accounts, click into it from the list, make any edits required, then click Save Changes.