Settings
Company details, the team, the Xero connection and the demo data.
CompanyPrints on quotes, invoices and purchase orders
ConnectedXeroTrak Automation Pty Ltd
- Last sync
- 6 Oct, 9:14am
- Pushes
- Invoices and progress claims as they're raised · purchase orders as draft bills when sent
- Pulls
- Payments from bank reconciliation · contact changes
- Accounts
- 200 Sales · 210 Sales — parts & spares · 310 Purchases · GST on income 10%
ContactsContacts pulled — 0 changes6 Oct, 9:14am
InvoicePushed Parts invoice to Xero as XR-5418392 Oct, 4:34pm
InvoicePushed FAT 40% invoice to Xero as XR-5080161 Oct, 4:50pm
InvoicePushed Parts invoice to Xero as XR-35554029 Sep, 4:23pm
InvoicePushed Deposit 30% invoice to Xero as XR-74866728 Sep, 4:45pm
PaymentPayment pulled from Xero bank reconciliation28 Sep, 9:14am
InvoicePushed Deposit 30% invoice to Xero as XR-11491425 Sep, 4:26pm
InvoicePushed Parts invoice to Xero as XR-10548822 Sep, 4:11pm
Demo data
32 Customers
50 Contacts
30 Projects
47 Quotes
72 Parts
21 Purchase orders
83 Invoices
71 Serials
Puts every record back to how it was at the start — quotes, projects, stock, invoices, the calendar and the inbox. Anything added since is removed.
Team14 people · cost rates drive project labour cost
| Name | Role | Team | Cost rate / h | Hours · 30 days | ||
|---|---|---|---|---|---|---|
| DPDaniel Pham | Lead Mechanical Design Engineer | Engineering | daniel@trakautomation.com | $95.00 | 572 | |
| JMJosh Mitchell | Controls Engineer — PLC & Vision | Engineering | josh@trakautomation.com | $100.00 | 58.5 | |
| LBLuke Brennan | Controls & Robot Programming Engineer | Engineering | luke@trakautomation.com | $105.00 | 123 | |
| PRPriya Raman | Mechanical Design Engineer | Engineering | priya@trakautomation.com | $90.00 | 602 | |
| KLKaren Liddell | Accounts | Finance | accounts@trakautomation.com | $70.00 | 0 | |
| JTJess Taylor | Procurement & Stores | Operations | jess@trakautomation.com | $68.00 | 0 | |
| SESebastian | Operations Manager | Operations | sebastian@trakautomation.com | $105.00 | 0 | |
| ACAiden Clarke | Sales Engineer — Zimmer & spares | Sales | aiden@trakautomation.com | $85.00 | 0 | |
| CKCraig KirkpatrickYou | Technical Sales Manager | Sales | craig@trakautomation.com | $110.00 | 0 | |
| SHSteve Hargreaves | Field Service & Commissioning | Service | steve@trakautomation.com | $88.00 | 6.5 | |
| BNBen Nguyen | Fitter Machinist | Workshop | ben@trakautomation.com | $74.00 | 36 | |
| MOMatt O'Connor | Workshop Supervisor | Workshop | matt@trakautomation.com | $80.00 | 0 | |
| RWRyan Walsh | Fitter / Assembler | Workshop | ryan@trakautomation.com | $72.00 | 21.5 | |
| TKTom Kowalski | Fitter / Assembler | Workshop | tom@trakautomation.com | $72.00 | 30.5 |