Billing, Expenses, and
Tax-Ready Records for URBN Hub
Add Billing to URBN Hub Core to send invoices and estimates, track expenses and receipts, monitor money in vs out, and export clean accountant-ready records from the same system that already stores your clients, projects, and activity.
Billing works with Core, so your invoices, payments, and expense records stay connected to the client and project details behind the work.
Billing that stays connected to your clients and projects
Billing is designed to work with URBN Hub Core, giving you one place to manage invoices, estimates, expenses, receipts, taxes, and payment tracking without losing the client and project context behind each transaction.
- Create professional invoices and estimates tied to real client records
- Track paid, unpaid, and overdue work without disconnected spreadsheets
- Use your products and services catalog directly inside your billing workflow
- Keep revenue activity connected to the work, client, and project behind it
- Handle taxes clearly with clean totals and summaries
Keep receipts and expenses organized before tax season hits
Capture receipts when they happen, match them to the right expenses later, and keep everything organized for your own records or your accountant. Because Billing is tied to Core, those records stay connected to the right client and business activity.
- Upload receipts as you go or collect them in bulk later
- Match files to expenses quickly without digging through folders
- Keep a live view of spending, totals, and attached records
- Export by month, quarter, year, or custom range
- Share cleaner records with optional receipt links when needed
Track the details without making daily admin heavier
URBN Hub Billing gives you the structure needed for cleaner books while staying simple enough to use during a real workday. Core keeps the client and project side organized, and Billing handles the financial side on top of it.
Import Bank CSV
Bring in bank exports and sort transactions faster with a workflow that stays practical.
Manual Entries
Add expenses anytime with vendor details, notes, categories, and receipt attachments.
Receipt Matching
Keep expense records tied to the right files so nothing gets stranded at tax time.
Monthly Tracking
Review monthly spending and income without rebuilding the picture each time.
Mileage Tracker
Log trips, distance, and usage so vehicle reporting is easier when you need it.
Tax Breakdown
Keep GST, PST, HST, VAT, and related totals clear for exports, summaries, and review.
See what is happening without wrestling a spreadsheet
Understand where money is going, what is coming in, and which categories are costing the most with simple visual reporting built into the same system as your client and project data.
- Compare income and expenses at a glance
- Review monthly totals and net movement
- Spot top spending categories quickly
- See tax paid on expenses without manual math
Exports your accountant can actually use
Export clean records by year, quarter, month, or custom date range. When needed, include receipt links so supporting files are easy to review without turning sharing into a mess.
- Expense CSV exports with optional receipt links
- Tax summary exports for faster review
- Filter by category or date range
- Share records safely with expiring receipt access
Core keeps the foundation organized. Billing adds the financial layer.
URBN Hub Core stores your clients, projects, notes, files, and activity. Billing builds on that foundation so invoices, estimates, expenses, and payments stay tied to the real work behind them instead of living in a disconnected tool.
Core
Client records, project context, uploads, notes, and activity history.
Billing
Invoices, estimates, expenses, payments, exports, and financial reporting.
Scheduling
Turn bookings and appointments into work that is already connected to your system.
Team Hub
Keep staff schedules, time sheets, and work activity aligned with your operations.
Everything You Need to Know
Learn how URBN Hub helps you manage clients, projects, billing, scheduling, and email tools from one simple dashboard.
Get your billing and expense records under control
Start with Core, add Billing, and manage invoices, expenses, receipts, and exports in one connected system built for real business operations.
