Workspace
Settings
Billing and engagements
Saved now. These apply when billing is built.
Xena Payments
By adding a payment account you agree to the transaction fees. Fee details will be confirmed when payments go live.
Payments are not live yet. Accounts added here are saved for when billing ships.
Chart of Accounts
Billing accounts need to be mapped to GL accounts before a journal can be created.
No GL mappings yet.
Accounting Period
Tax Rates
| Name | Rate | Combined | Default | |
|---|---|---|---|---|
| Exempt | 0% | — | ||
| No Tax Set | 0% | — | ||
| GST | 5% | — | Yes |
Tax Identification Number
No Tax Identification Numbers have been added.
Billing Templates
| Template | Last edit | Edited by |
|---|---|---|
| Ad hoc Invoice Template | 20 Aug 2026 | System |
| Recurring Invoice Template | 20 Aug 2026 | System |
| Email Template | 13 Aug 2026 | System |
Engagement Email Templates
| Template | Last edit | Edited by |
|---|---|---|
| Send engagement for acceptance | 13 Aug 2026 | System |
| Renew engagement | 13 Aug 2026 | System |
Billing Start Date
Billable items before the billing start date will be excluded from Billing. Excluded items can be viewed and added back to Billing from Unbilled.
Invoice defaults
Pricing models
Scope and proposal pricing still lives on Pricing models.
Open pricing modelsAll changes saved.