The Invoice Cost Centre enables you to connect your accounting package to Traffio so you're able to push the invoice you create within Traffio.
Getting Started
To be able to create the Invoice Cost Centre, you need to have an access level of Manager or Administrator.
Creating an invoice cost centre
Navigate to Billing
Select Invoice Cost Centre
Click +New
Name your cost centre
Select the accounting package from the drop-down. A button to connect will appear below.
Set general config options to the companies preferences
Select the Break Time Invoicing option applicable
Press Create
Once created it's advised to sync the accounting package again to ensure data is pulled through from your accounting software.
Note: Your company's Payment Details need to be supplied to Traffio to be put in the system to appear at the bottom of your invoices.
Linking resources and items to accounts
traffio gives you the ability to link different item classifications to different sales accounts within your accounting software. This is beneficial when calculating sales from labour and sales for equipment hire for instance.
How to link accounts
Navigating to Billing
Select the invoice cost centre tab
open the invoice cost centre
Select the Accounts tab on the top right corner of the pop-up. This tab is called different things for different accounting packages. Myob - Chart of accounts or rate codes (depending on the version), Xero - Accounts, Attache - Item codes & Netsuite - Billing items
From the Default account dropdown select your sales account
alternatively, select an account in the drop-down for each item listed.
Save
Linking Clients
Clients set up in Traffio are able to be linked to the contacts within your accounting package. This enabled you to see the transaction history of the invoices created in traffio and waiting to be paid within that software.
Navigate to Billing
Select the Invoice cost centre from the top tab bar
Open the invoice cost centre of your choosing
Select the Contacts tab, this may be referred to as Client in other accounting software.
Map your clients
Save
