All Help Articles

Accounting Dashboard Overview

Understand your financial summary, monthly ledger, expense breakdown, and available reports.

Cash flow forecasting — what the 12-week view does and does not tell you

A walkthrough of the 12-week cash-flow forecast: what feeds it, what assumptions sit underneath, and how to read a negative-week alert without panicking.

Connecting bank feeds via Basiq

How to authorise a Consumer Data Right (CDR) bank-feed connection through Basiq, how long the consent lasts, and how to renew it before it expires.

Generating a BAS Summary

Use OneBookPlus to prepare the GST figures you need for your BAS lodgement.

Generating ABA bank files for batch supplier payments

Pay 30 supplier bills with one upload to your bank, instead of 30 manual payments. How payment runs work, what an ABA file is, and how to upload it.

GST and BAS Reports

View your quarterly GST summary and prepare your Business Activity Statement for the ATO.

How OneBookPlus calculates GST on the BAS report

The BAS report walks your general ledger to derive G1, 1A, 1B, G10, G11 and W2 directly from invoices, bills and payroll. Here is how it does it and how cash vs accrual changes the numbers.

Import Bank Transactions

Import CSV bank statements and match transactions to invoices and expenses.

Lodging the BAS — what to enter where

Field-by-field walkthrough of the quarterly BAS: G1, 1A, 1B, G10, G11, W1, W2, 5A. Where each number comes from in OneBookPlus and what the ATO expects.

Multi-currency invoicing and FX revaluation

Issuing invoices in USD, EUR, GBP and other currencies, the exchange-rate-at-issue rule, and how to revalue open foreign-currency balances at year-end.

Period locks and the trial balance sign-off

Once you have lodged BAS or reported figures externally, lock the period so the numbers cannot drift. Trial-balance sign-off captures a frozen snapshot for your tax agent.

Reconciling bank feeds against invoices and expenses

A walkthrough of the reconciliation workbench — matching bank lines against open invoices, creating expenses on the fly, and using bank rules to auto-categorise repeat transactions.

Recording a bad-debt write-off

When a customer invoice becomes uncollectible, write it off so it leaves your receivables and you claim the GST adjustment on your next BAS. The write-off is fully reversible if the customer eventually pays.

Recording PAYG installments and super guarantee payments

PAYG installments and superannuation guarantee have their own quarterly cadence and their own ATO methods. Here is how each one flows through the books.

Setting up the chart of accounts (and importing from Xero or MYOB)

Every business starts with 33 default Australian accounts. Add, rename, archive — or replace the lot with a CSV exported from Xero, MYOB or QuickBooks.

Tracking fixed assets and depreciation

Adding assets, picking a depreciation method, the instant asset write-off threshold, and what happens when you dispose of an asset.

Understanding Your Financial Reports

A guide to the P&L, balance sheet, cash flow, and aged receivables reports in OneBookPlus.

AI Bank Transaction Categorisation

Automatically categorise imported bank feed transactions using AI pattern matching.

Automating Google Review Requests

Use AI-powered timing to request Google reviews from your happiest clients.

Getting Started with the AI Companion

Learn how to enable and use the OneBookPlus AI assistant to save time on everyday tasks.

How AI Payment Chasing Works

Automatic follow-ups for overdue invoices powered by AI timing and tone.

Add a Customer Vehicle

Capture rego, VIN, make/model, current KM, owner, and rego renewal in one form. The customer-vehicle directory is the central spine of every workshop workflow.

Build the parts catalogue

Add parts you use weekly — oil, filters, brake pads, fluids — with default cost and markup. Pull onto any job in two taps instead of re-typing the price every time.

Bulk Import Vehicles from a Spreadsheet

Load an existing customer-vehicle database from a CSV. Header aliases match common exports from Workshop Software, MYOB Workshop, iBodyshop and rolled-your-own spreadsheets.

EV Service Specialisation Pack — setup and workflow

EVs need a different service playbook. This guide walks through battery state-of-health capture, software-version logging, charge-port inspection, and the per-make checklist points for Tesla, BYD, MG, Polestar, Kia, Hyundai and Volvo EVs.

Fleet Customer Portal — setup and rollout

Stand up a self-serve portal for your biggest fleet customers. Service history, rego alerts, online booking, and downloadable cost-centre reports — all white-labelled with your workshop branding.

Plans and Pricing

Understand the available plans — Free, Starter, Professional, and Enterprise.

Create a Booking

Schedule an appointment for a client with a specific service, date, and time.

Set Up Your Online Booking Page

Let clients book appointments directly from your website or a public booking link.

Set Up Your Services

Create services with prices and durations that can be used for bookings.

Apply Your First Scope Template

Use the per-job scope-of-work checklist to track what was cleaned, attach photo evidence per inclusion item, and generate a proof-of-service PDF for the client or agent.

Customise Scope Templates for Your Business

Build your own library of scope templates by cloning system templates, editing items, or saving a customised job's scope as a reusable template. Faster than starting from scratch every time.

Email a Scope PDF to a Client

Send the proof-of-service PDF straight from the dashboard to the agent, facility manager, or strata manager — with photo thumbnails embedded and an optional cover message.

Photo Evidence Workflow for Bond Cleans

Best practices for capturing per-inclusion photo evidence on bond cleans — what to photograph, when, and how the evidence appears in the proof-of-service PDF sent to agents.

Set Up Recurring Scope Inheritance

Configure a default scope template per recurring schedule so every spawned job arrives with the inclusions checklist ready. Eliminates manual re-application on weekly / fortnightly cleans.

Manage Your Contacts

Add, edit, tag, and organise your clients and suppliers.

Record Business Expenses

Track all business spending with categories, GST, receipts, and multi-currency support.

Connecting Your Bank Feed

Link your bank account for automatic transaction import via Basiq.

Create Your Account

Sign up for OneBookPlus and set up your business in minutes.

Customising Your Invoice Branding

Add your logo, set colours, and customise the layout of your PDF invoices and quotes.

Invite Your Team

Add team members with different permission levels — Owner, Admin, Accountant, Member, or Viewer.

Managing Team Roles and Permissions

Understand the different user roles and how to control what each team member can access.

Set Up Your Business Profile

Add your business name, ABN, logo, and contact details so they appear on invoices and quotes.

Export Your Data

Download your contacts, invoices, bookings, expenses, and services as CSV files.

Import Data from CSV

Import contacts, invoices, and bookings from CSV files — perfect for migrating from another tool.

Accept Online Payments with Stripe

Connect Stripe to let clients pay invoices by credit or debit card.

Advanced Recurring Invoice Settings

Configure frequency, auto-send, end dates, and manage recurring invoice schedules.

Connecting Stripe for Online Payments

Set up Stripe so clients can pay invoices online with credit card, Apple Pay, or Google Pay.

Create Your First Invoice

Step-by-step guide to creating and sending a professional GST invoice.

Download Invoice as PDF

Generate a professional PDF of any invoice for printing or emailing as an attachment.

Payment Reminders

Automatically chase overdue invoices so you get paid faster.

Converting Jobs to Invoices

Complete a job and generate an invoice with all costs and line items carried over.

Creating and Managing Jobs

Add jobs, assign team members, set deadlines, and track progress from start to finish.

Using the Job Pipeline

Drag-and-drop kanban board for tracking jobs visually across stages.

Creating Invoices on Mobile

Send professional invoices from your iPhone or mobile browser wherever you are.

How to Download the iOS App

Get the OneBookPlus iOS app via TestFlight beta or the App Store.

Setting Up the Mobile Web App (PWA)

Add OneBookPlus to your home screen for an app-like experience on any device.

Processing a Sale

Step-by-step guide to running a transaction on the OneBookPlus POS.

Setting Up Your Point of Sale

Configure your POS, add products, set up barcode scanning, and get ready to sell.

Understanding POS Reports

Track sales summaries, daily takings, and product performance with POS reporting.

Create and Send Quotes

Build professional quotes with line items and GST, then send them to your clients for approval.

Getting Started with POS

Set up your point of sale system — menu, tables, and your first order.

Manage Your Menu

Add, edit, and organise menu items with categories, pricing, and dietary tags.

Table Management & Floor Plan

Set up dining rooms, add tables, and create a visual floor plan.

Track Daily Sales

Record daily cash, card, and other payment totals at end of day.

Add Employees

Set up employee profiles with employment type, position, and pay rates.

Create Rosters

Build weekly rosters by assigning shifts to employees.

Manage Leave Requests

Handle annual leave, sick leave, and personal leave for your team.

Run Payroll

Create pay runs with PAYG tax, superannuation, and net pay calculations.

Timesheets & Clock In/Out

Track actual hours worked with clock in/out, breaks, and overtime.

Connect Google Calendar

Sync your bookings with Google Calendar automatically.

Security & Two-Factor Authentication

Enable MFA/2FA to protect your account with an extra layer of security.