Dashboard
Quarterly accounting preparation
DH
Dave H
Owner / Administrator
Add Expense
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Vendor
Date
Description
Category
Payment Method
AMEX
Capital One
Scotiabank Debit
E-transfer
Bank Transfer
Cash
Other
Subtotal
GST
Total
GST Status
Confirmed
Needs confirmation
Not applicable
Linked Invoice / Project
Receipt
Notes
Treat as direct job cost
Accountant review required
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Save Expense
Add Job Cost
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Invoice
Date
Supplier / Vendor
Cost Type
Product Cost
Decoration
Shipping to UBH
Shipping to Client
Payment Processing Fee
Other Direct Cost
Subtotal
GST
Notes
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Save Job Cost
CRM Live Sync
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No duplicate entry.
UBH Office reads invoice and payment data directly from the CRM.
Automatic CRM connection
No JSON export is required. Your CRM remains the source of truth for invoices and payments.
Status
Ready
Last successful sync
Never
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Invoice
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Receipt
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