Whether you're a small business using MYOB or Xero, or a large enterprise with a comprehensive ERP system, integrating Docketbook will enhance your efficiency.
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If your business runs with MYOB or Xero, you can import your contacts and line items directly from your accounting system to ensure Docketbook is fully linked. This not only simplifies the Docketbook setup process, it ensures that the data pushed back into your system is meaningful and invoices are accurate.
If you utilise Quotes in Xero, you can effortlessly generate an order in Docketbook by importing. This eliminates the need for duplicate data entry and automatically sets up the line items with the correct rates for your tasks in Docketbook.
If you don’t use Quotes, you can easily create orders or connect your customers’ orders to your linked resources to achieve the same result—efficient invoice creation at the end of the month.
When you’re prepared to invoice, effortlessly create the invoices in Docketbook and push them straight to MYOB or Xero. Verify that the rates and quantities are accurate, complete the process, and dispatch. It’s so simple. No more hunting for dockets at month’s end—just point and click. Task completed!
When Purchase Orders or Subcontracts are created in your ERP, they are pushed to Docketbook complete with line items, quantities, rates, and reference numbers. This structure ultimately ensures that the dockets linked to these orders will share the same reference information.
Suppliers simply link their resources to your order line items to create their dockets. The order effectively maps the supplier resources to your line items to ensure that the data is structured for success.
When dockets are submitted and approved for the project, they are immediately sent to your ERP as a PO Receipt, with each line including a cost code, PO Number, Line Number, Quantity, and Date. This rapid flow of information begins to fulfil the promise of your ERP being an accurate representation of costs in real time, rather than just at the end of the month. All without keying a line of data.
Much like the idea of e-Invoicing, Docketbook provides an invoice in JSON format, instead of relying on an OCR interpretation of a PDF document. The distinction is that Docketbook is connected to verified and validated proof of work transactions, ensuring that commercial governance and transparency are maintained at the highest standard. Additionally, invoices are precisely cost-coded due to the supporting docket processes, allowing project costs to be accurately attributed.
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Accounting integration speeds up the flow of data, improves accuracy and reduces effort at each stage of the process
Creating orders in Docketbook from your Accounting system ensures structural integrity and accuracy.
Learn moreDockets inherit their structure from the order, ensuring rates are accurate and line numbers are captured.
Learn moreInvoice integration means no data entry and no errors, saving hours on every single invoice.
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