YAIBA

Dashboard

Real-time financial performance and client insights.

Financial Year 2026

Quick Actions

Manage finances & clients.

AR Outstanding payments

$0.00

of which $0.00 overdue

AP Unpaid receipt_long

$0.00

reviewed bills awaiting payment

Cash Position (This Month) trending_up

$0.00

In: $0.00 Out: $0.00

FYTD Balance account_balance_wallet

$0.00

FY window: —

GST FYTD calculate

$0.00

Indicative only — not a BAS lodgment figure

Revenue Trend

Monthly invoice totals (Paid vs Outstanding)

Paid

Outstanding

Top Clients

Highest billing volumes this period

Recent Invoices

Invoice ID	Client	Issue Date	Amount	Status

YAIBA

Invoice Management

Manage and track all corporate billing activities.

Firebase Offline

OneDrive Offline

Outstanding Balance

$0.00

Inbox Monitor

Configuring…

Storage

OneDrive

call_made

Accounts Payable

attach_money Outstanding $0.00

emergency_home Overdue $0.00

check_circle Collected this month $0.00

account_balance_wallet Total AR $0.00

Status:

Date Range:

Amount Range

Status Checkboxes

Draft Pending Review Reviewed Issued Paid Partial Overdue Void

Vendor / Contractor

Project

trending_up Quick Insight

Your collection rate has improved by 12% this quarter.

84% Collected on-time

trending_up

smart_toy Automation Suite

Enable automatic email reminders for overdue invoices to reduce manual follow-ups by up to 60%.

smart_toy

INV INV-XXXX

cloud_done Saved to Cloud

settings Document Settings

DOCUMENT TYPE

NUMBER SEQUENCE

person
Client Details

CLIENT NAME *

CLIENT EMAIL *

ADDITIONAL EMAIL (CC)

COMPANY / BUSINESS NAME

ADDRESS

ISSUE DATE *

DUE DATE

folder_managed Allocate to Project Internal — not on invoice

business Issuer Details

COMPANY NAME *

ADDRESS *

EMAIL / CONTACT *

receipt_long Line Items

Description	Qty	Rate	Total

account_balance Payment Destination

BANK NAME *

BSB *

ACCOUNT NUMBER *

notes Remarks & Notes

MEMO TO CLIENT *

descriptionA4 Print Preview

Scale:

DRAFT

Invoice

#INV-8821

367 Hazel Glen Dr, Mernda, VIC, 3754

accounts@yarrabrook.com.au

www.yarrabrook.com.au

Bill To

[Client Name]

billing@acme.com

Details

Date: Not set

Due Date: Not set

Status: Draft

Description	Qty	Rate	Total

Subtotal $0.00

GST (10%) $0.00

Total (AUD) $0.00

Bank: Bendigo Bank | BSB: 633000 | Acc: 245 377 866

YAIBA

Client Relationship Manager

Manage clients, leads, suppliers and contractors.

Network

Pending

Balance

$0.00

Client Directory

search_insights

Prospecting Engine

ABR DIRECT ACCESS

Instantly fetch business details using the Australian Business Register. Search by ABN (11 digits) or entity name.

info

Searching by entity name may return multiple results. ABN provides the most accurate data synchronisation with the CRM.

send Targeted Email Broadcast

Recipients

Subject Line

Message

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Client Profile Details

folder_shared Profile Classification

PROFILE TYPE *

PROFILE SUBTYPE / CLASS *

bug_report Flag account as DEMO / TEST entry

contact_page Contact Information

NAME *

COMPANY / BUSINESS NAME

language WEBSITE

assured_workload ABN / TAX ID

tag ACN

info ENTITY TYPE

code ENTITY TYPE CODE

verified ABR STATUS

event ABN STATUS EFFECTIVE FROM

receipt_long GST REGISTERED DATE

home_pin ADDRESS REGISTERED DATE

EMAIL ADDRESS *

PHONE NUMBER

ADDITIONAL PHONE NUMBER

OTHER EMAILS (comma-separated)

OTHER MOBILES (comma-separated)

OPENING HOURS

Mon

Tue

Wed

Thu

Fri

Sat

Sun

public International Address

STREET ADDRESS *

SUBURB *

STATE *

ZIP CODE *

account_balance Payment & Bank Settings

PREFERRED PAYMENT METHOD *

ABN / TAX ID

BANK NAME

ACCOUNT NAME

BSB NUMBER

ACCOUNT NUMBER

PAYID (OPTIONAL)

local_shipping Supplier Specifications

SUPPLIER TYPE *

PREFERRED CURRENCY *

INTERNAL NOTES / DETAILS

history Invoice History & Billing Statistics

Total Invoiced (AUD)

$0.00

Total Outstanding (AUD)

$0.00

Total Expenses (AUD)

$0.00

Net Profit / Loss (AUD)

$0.00

Doc #	Date	Amount	Status	Action

payments Allocated Costs & AP Bills

Total Allocated Cost (AUD)

$0.00

Total Outstanding Bills (AUD)

$0.00

Bill #	Project	Vendor	Amount	Status	Action

folder_open Client Documents (OneDrive / SharePoint)

File Name	Size	Date Modified	Action

YAIBA

Pipeline

Prospect Value

Leads

Active

Field	Description	Amount
G1	Total Sales
G2	Export Sales
G3	GST-Free Sales
	Taxable Sales (G1 − G2 − G3)
G10	Capital Purchases
G11	Non-Capital Purchases
1A	GST on Sales
1B	GST on Purchases (Input Tax Credits)
NET GST PAYABLE

PAYG Withholding
W1	Total Salary, Wages & Other Payments
W2	Amount Withheld

YAIBA

Settings

badge

Account

Your profile, tenant configuration and team access.

person

User Profile

Full Name

Email Address

Job Title

Phone Number

Office / Location

Timezone

sync Name, email, job title, phone & office are synced automatically from your Microsoft Entra ID account.

Integrations Hub

Every integration, testable in one place

database Database Sync Disconnected

local_fire_department Firebase Auth

Not checked

cloud_download Cloud Database

Not checked

Auto-sync client data

badge SSO / Entra ID Not checked

cloud_sync SharePoint Mapping Disconnected

cloud Graph connection

Not checked

Folder mappings are configured in the Client Database tab.

mail Email — Microsoft Graph Disconnected

mail Mailbox connection

Not checked

mail

smart_toy AI — Gemini Not checked

travel_explore ABR Lookup Not checked

business

account_balance

Billing Defaults

Default Currency

Default Tax Calculation (GST)

Payment Terms

Regional Tax Overrides

Region/State	Rate	Status	Actions
GST (Goods and Services Tax)	10.00%	Active

redeem

Referral Commission Defaults

Default referral commission % Default referral commission %
Only prefills the Commission % field on the New Referral form — it never changes a referral or project that already exists. Leave it empty to require every new referral to have its % entered by hand (no built-in default is shipped; nothing is applied until an owner sets one here).

Blank means no default — the New Referral form's Commission % starts empty and stays required until this is configured.

percent

Target Margin Default

Default target margin % Default target margin %
The company-wide standard margin used by every project's Commercial tab (Margin Variance / Projected Margin) that has not set its own override in Journey Setup. Leave it empty to require Margin Variance to show "—" until either this or a per-project override is set (no built-in default is shipped; nothing is applied until an owner sets one here).

Blank means no company default — a project's Commercial tab shows Margin Variance as "—" until either this or that project's own override (Journey Setup) is set. Precedence: project override, then this default, then unconfigured.

settings_suggest

Tenant Configuration

shield_lock

Configuration Locked

M365 CLIENT ID

M365 TENANT ID

M365 SAVE PATH

FIREBASE API KEY

FIREBASE PROJECT ID

FIREBASE APP ID

Mock Mode

Mock Mode Enabled

apartment

Business Details

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Business Information

Core details that appear on invoices and documents.

Business Name

ABN

Phone

Website

Street Address

City / Suburb

State

Postcode

account_balance

Bank Details

Used on invoices and in client payment instructions.

These details appear on client invoices to let customers pay you directly. Check them carefully.

BSB

Account Number

Bank Name

Account Name

image

Business Logo

Prints on your invoices, internal settlements and quotes. PNG only, about 4:1 wide, at least 640x160 pixels. SVG files are not accepted as they can execute as active content when opened directly.

admin_panel_settings

Users & Roles

Roles are named bundles of the 25 Payables + Receivables capabilities. Manage who holds a role, or look up a person's effective access — server-enforced via Firebase custom claims.

Loading…

chevron_right My capabilities

chevron_right Pre-assign a role by email

For staff who haven't signed in yet. Their role applies automatically on first sign-in.

folder_shared

Client Database Settings

person_add Customer Links (C0)

Projects saved before V4.169 may carry only a typed customer name. Link them to their CRM client so customer-level views can find them. Dry run shows the plan; nothing is written until Apply.

Click Dry run to scan projects.

Will Link

No Match / Ambiguous

Dry run is read-only. Nothing is written until you click Apply and confirm.

folder_shared Client Documents Folder Path SharePoint / OneDrive

Each client in the CRM will automatically have a dedicated folder created at the path below. Configure the root SharePoint/OneDrive path for all client folders.

account_tree

Auto-create folder when a new client is added to CRM

Never synced

folder_open Customer Invoices (AR) Invoice Archiving

Select where generated PDF invoices should be automatically archived.

account_tree

Create monthly sub-folders

Never synced

request_quote Supplier Quotes (AP) Quote Archiving

Select where uploaded quote documents should be automatically archived.

account_tree

Create monthly sub-folders

Never synced

database

Database Browser

schema Database Schema & Browser Read-only viewer

Inspect Firestore collections, schema definitions, and browse document contents directly from the app.

info Click "Refresh Schema & Data" to load the database structure.

receipt_long

Invoice Settings

palette

Invoice Customisation

These controls are seeded to the exact values already live on your invoices today, so saving nothing changes nothing.

info

The issuer name, address, contact details and bank details shown on invoices are not edited here. They live in Tenants and System ▸ Business Details.

Accent Colour

Tax Invoice Heading

Internal Settlement Heading

Quote Heading

Footer Note

tag

Invoice Numbering

The prefix used for each document type's number sequence (e.g. INV-0001). This can only be set once, before the first document is issued.

Checking numbering status…

Email & Render Test Public Quote & Invoice Simulation

science Receivable Invoice — Email & Render Test

Diagnostic tool for the Receivables invoice module — not a customer-facing surface. Preview the branded cover-email HTML, render a sample invoice PDF to confirm the document renderer works, and send a real test email through the live send path. Any test send below is a genuine email of a real document, sent for real from accounts@yarrabrook.com.au.

Cover message (HTML preview)

Sample invoice PDF render

Builds a synthetic sample invoice (no Firestore involved) and renders it through the real PDF renderer, opening the result in a new tab.

Send test email (real send, real document)

This sends a genuine email — a real, existing receivable rendered to PDF — to the address below, via the live arSendInvoiceEmail callable, from accounts@yarrabrook.com.au. It does not change the receivable's lifecycle or record a send against it.

Send to

Real receivable to render

smart_toy Public Quote & Invoice — Simulation

Creates fake quotes/invoices to exercise the real public view + open-tracking + accept flow end-to-end — without issuing a live document. Simulated documents never touch real invoice numbers, never reach a real customer (they default to your own account email), and are excluded from every financial total, aging report, dashboard and BAS figure. Use Clean up below to hard-delete everything this panel creates once you're done testing.

Create a simulated document

Send test to (optional — blank = your own account email)

Simulation status

No simulated documents loaded yet — click Refresh status.

Clean up

Hard-deletes every simulated receivable, event, notification and throttle record. This cannot be undone — real documents are never touched.

verified_user

Data Protection

Dual-Cloud Redundancy

SharePoint is the primary working store. Firebase Storage is the automatic backup. Every document should exist in both — this module monitors and maintains that guarantee.

shield_lock AP Claims Protection Live

Live audit of apClaims receipts across Firebase Storage and SharePoint.

Run an audit to see live protection status.

Claim Ref	Type	Bucket	Amount	Owner	Project	Note
Run an audit to see results.

Archive root

folder_open

Changing this affects NEW archives only — no existing files move. Audits always use each claim's recorded folder.

delete_forever Purge test claims Irreversible

Comma list or a NNNN..NNNN range of claim references. These records are permanently removed from the live collection (a forensic copy is kept in the audit log).

receipt_long AR / Receivables Protection Live

Live dual-cloud audit of issued receivables: an issued or paid invoice must have its PDF in BOTH Firebase Storage (arBackupUrl) and SharePoint (arSharePointUrl). "Needs backup" names which cloud is missing. Drafts, quotes, voids and converted quotes have nothing to archive yet.

Run an audit to see live protection status.

Reference	Status	Bucket	Amount	Customer	Note
Run an audit to see results.

Audit is read-only. "Generate missing backups" renders each PDF in your browser and uploads it to whichever cloud is missing — you will be asked to confirm first. The SharePoint copy needs you signed into Microsoft 365; without it, only the Firebase Storage backup is created and SharePoint is reported as skipped.

cloud Storage Providers

cloud_circle SharePoint / OneDrive

PRIMARY

Unknown

—

Daily operations, staff access, AP workflow

backup Firebase Storage

BACKUP

Unknown

—

Backup copy + in-app receipt rendering

inventory_2 Legacy archive audit (frozen data — read-only)

Run an audit to see the sync status.

Never audited

Sync plan — review before running

No files will be deleted or modified. Only copies are made.

Document	Type	Date	SharePoint	Firebase	Planned Action

Read-only — this is a recovery map of the frozen archive. No sync runs from here.

history Activity Log Firestore

Timestamp	Action	Document	Direction	File	User	Result
Unlock to view log entries.

Accounts Payable

Expense categories, admin tools and recovery for the AP claims module.

restore_from_trash AP claims — deleted (recovery)

Soft-deleted AP-domain claims. Restore requires the Yarrabilling admin role.

Not yet loaded.

Reference	Detail	Amount	Deleted by	When	Reason	Action

Refresh is read-only. Nothing is written until you click Restore on a specific record and confirm.

restore_from_trash Deleted Claims & Bills

Soft-deleted AP bills and claims — nothing is ever permanently removed. Restore brings a record back exactly as it was.

Not yet loaded.

Claim/Bill #	Vendor/Contractor	Deleted By	Deleted At	Reason	Action

Refresh is read-only. Nothing is written until you click Restore on a specific record and confirm.

calculate Milestone Snapshot Recompute

One-time migration: recomputes the frozen exportSnapshot on completed milestones under the corrected per-milestone allocation model (V4.278). Only genuine corrections or data-quality tags are written — anything already correct is left untouched.

Not yet scanned.

Project	Milestone	Basis	Earned ($)	Completion (%)	Group

Scan is read-only. Apply preserves every original as exportSnapshotLegacy and can be re-run safely.

cell_tower

Messaging Providers

sms SMS Not checked

phone

Provider Configuration info

Provider

From number: 0480 828 014 · Default country prefix: +61 (fixed — contact the Builder to change)

call Phone Calls Not checked

Provider Configuration info

Provider

Outbound Caller ID (DID)

Default Country Prefix

credit_card Online Payments (Stripe)

Online card payments are configured in Settings → Financial → Stripe.

YAIBA

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Quick Actions

Revenue Trend

Top Clients

Recent Invoices

Accounts Payable

trending_up Quick Insight

smart_toy Automation Suite

settings Document Settings

person Client Details

assignment_ind Allocation & Tracking

business Issuer Details

receipt_long Line Items

account_balance Payment Destination

notes Remarks & Notes

payments Payment History

Invoice

Bill To

Details

Client Directory

Prospecting Engine

send Targeted Email Broadcast

badge Client Profile Details

folder_shared Profile Classification

handshake Referred By

contact_page Contact Information

account_balance Payment & Bank Settings

local_shipping Supplier Specifications

handyman Tradie / Contractor Specifications

history Invoice History & Billing Statistics

payments Allocated Costs & AP Bills

folder_open Client Documents (OneDrive / SharePoint)

folder_shared Uploaded Documents (contractor portal)

User Profile

Integrations Hub

Billing Defaults

Tenant Configuration

Business Details

Users & Roles

Client Database Settings

Will Link

No Match / Ambiguous

Database Browser

Email Monitoring (AP Inbox)

Invoice Settings

Stripe

Data Protection

Sync plan — review before running

Accounts Payable

Messaging Providers

Notifications & Templates

AIBA Outreach Engine

Banking

Module Under Construction

Mark Invoice as Paid

Revert Payment

Browse SharePoint / OneDrive

Select Profile Type

location_on Locating Business...

contact_phone Fetching Contact Details...

draw Edit Email Signature

fullscreen Compose Broadcast

YAIBA Help — AP/AR System Guide

AR System Map

person
Client Details

badge
Client Profile Details