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Salesperson > Contacts page [guide]
Navigation | Add a contactNavigationThe Contacts screen provides a view of your favorites and recently accessed contact records.Search for contacts by using the search bar or Views.Access contact d...
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In-out status [in-depth guide]
Setup | UsageThis is a digital version of the office status board.Recommend: For all users.NOTES: Users must manually choose if they are in or out and add/update the comments. Users can be given th...
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Everyone > Expense reports page [guide]
Navigation | Add an expense | Submit an expense | Print an expense report | Change system settings | Viewing existing expense reports | Approving expense reports | Resources Electronic expense re...
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Working Towards Year End Finances | Accounting Role, Advanced Level [Webinar]
In this session, we will look at getting your system ready for year-end financial reporting, including 1099 and Taxes. We will also discuss how to begin setup for next year, so everything is in...
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Why Should I Create Assignments | Management Role, Intermediate Level [Webinar]
In this webinar, we will look at the benefits derived by adding assignments to your project tasks. Host: Rod Date: 10/03/2023 Subscribe to our YouTube channel for more video content
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Accounting views [guide]
Journal Entries Reports one row per Journal Entry. Account Reconciliations Reports one row per Account Reconciliation. Revenue Forecasts Reports one row per Revenue Forecast. Financial Budget...
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Revenue Forecasting [Webinar]
Forecast revenue + resources & provide accurate profitability analysis by client and project! Host: Birgitte Date: 11/16/2022 Role: Administrator Level: Advanced Subscribe to our YouTube channel f...
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Multi-currency overview [video]
Multi Currency Overview
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Posting work in progress (WIP) [in-depth guide]
Guide contents: Overview | What posts | Setup | Posting WIP | Batch Detail Categories | Unposting WIP | What happens when WIP is posted | Transferred transactions | When to post WIP | Monitoring W...
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Printing/emailing estimates [in-depth guide]
Guide contents: Create a PDF of the estimate | Send the estimate to your client | Signature approval font | Resources Once you have an estimate ready for your client to review, you can either ema...