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The Accounts Book

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The Accounts Book is where the financial information about all of your Jobs is stored and accessed. Access to this area should be limited to the Financial Department and/or Senior Management. From the Accounts Book, you will also setup your default financial information for each of your customers.

 

We wish to make perfectly clear that HireTrack NX is not a financial package. It does not track payments, and contains no General Ledger. Information that is entered into the HireTrack NX financial data may be electronically exported to a purpose-built accounts package.

 

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The Accounts Book is divided into 4 sections handling different aspects of the financial information.

 

The Jobs tab provides a financial overview of all Jobs (archived & u-archived) entered into HireTrack NX.

The Invoices tab is a listing of all Invoices created for all Jobs in HireTrack NX.

The Purchase Order tab is a listing all purchases created for all Jobs in HireTrack NX.

The Companies and People is used to configure financial defaults for each company that has been entered in the Address Book.