Yarralink

AI Business Manager

Yarralink

Dashboard

Real-time financial performance and client insights.

Financial Year 2026

Total Revenue payments

$0.00

0 paid invoices

Outstanding Balance pending_actions

$0.00

0 pending/overdue

Collection Rate check_circle

0%

Quick Actions

Manage invoices & clients.

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

Yarralink

Invoice Management

Manage and track all corporate billing activities.

Cloud Sync Status

monitor_heart Firebase Offline

monitor_heart OneDrive Offline

Outstanding Balance

$0.00

Outstanding $0.00

Overdue $0.00

Collected this month $0.00

mail Inbox monitor: Configuring…

search

Status:

Date Range:

	Invoice #	Client	Date Issued	Amount	Status	Actions
	Bill #	Vendor	Amount	Uploaded	File Location	Actions

Showing 0 of 0 invoices

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 *

ISSUE DATE *

DUE DATE

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

billing@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

Client Relations (CRM)

Manage client contact details, address, and billing history.

search

group

No Client Selected

Select a client from the list on the left to view their profile, update contact information, and review their invoicing history.

badge 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

EMAIL ADDRESS *

PHONE NUMBER

ADDITIONAL PHONE NUMBER

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

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

Doc #	Date	Amount	Status	Action

folder_open Client Documents (OneDrive / SharePoint)

File Name	Size	Date Modified	Action

Settings

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.

sync_alt

Integrations & Sync Status

local_fire_department Firebase

Disconnected

cloud OneDrive

Disconnected

mail Exchange

Disconnected

database Client Information Database

Disconnected

Configure how client contacts are loaded and synchronized with your Firebase Cloud Database.

Sync client info from Firebase

folder_open OneDrive Destination Folder Invoice Archiving

Select where generated PDF invoices should be automatically archived.

account_tree

Create monthly sub-folders

Never synced

receipt_long OneDrive Destination Folder Bill Archiving

Select where uploaded bill documents should be automatically archived.

account_tree

Create monthly sub-folders

Never synced

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

settings_suggest

Tenant Configuration

shield_lock

Configuration Locked

Sign in with a Yarrabilling Admin Microsoft account to edit these settings.

M365 CLIENT ID

M365 TENANT ID

M365 SAVE PATH

FIREBASE API KEY

FIREBASE PROJECT ID

FIREBASE APP ID

Mock Mode

Mock Mode Enabled

folder_shared

Client Database Settings

folder_shared Client Documents Folder Path SharePoint / OneDrive

Disconnected

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

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.

check_circle Success message

construction

Module Under Construction

This is Module 1: Billing & Invoices. The selected module represents a future release and is not yet active.

receipt_long

PDF, image, Word, Excel — max 25 MB each

upload_file

Drag & drop bills here

or click to browse · multiple files supported

PDF · IMG · DOC · XLSX

folder_open Archive destination: not configured — set in Settings → Integrations.

No files selected

description

Bill Document

progress_activity Loading preview…

folder_open

Browse SharePoint / OneDrive

Select a destination folder

progress_activity Loading your folders…

link No folder selected

Yarralink

Yarralink

Quick Actions

Revenue Trend

Top Clients

Recent Invoices

trending_up Quick Insight

smart_toy Automation Suite

settings Document Settings

person Client Details

business Issuer Details

receipt_long Line Items

account_balance Payment Destination

notes Remarks & Notes

Invoice

Bill To

Details

No Client Selected

badge Client Profile Details

folder_shared Profile Classification

contact_page Contact Information

account_balance Payment & Bank Settings

local_shipping Supplier Specifications

handyman Tradie / Contractor Specifications

history Invoice History & Billing Statistics

folder_open Client Documents (OneDrive / SharePoint)

User Profile

Integrations & Sync Status

Billing Defaults

Tenant Configuration

Client Database Settings

Module Under Construction

Upload Bills

Browse SharePoint / OneDrive