(Guide Admin)
- Total activity 2097
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1066
Articles
Recent activity by (Guide Admin) Sort by recent activity-
Corporate profit & loss flowchart [in-depth guide]
The below diagram shows several examples in one. But you could have many more or less of each. Then based on how you have set up the system, all your projects and each individual transaction (time ...
-
Project timeline [report]
Shows Gantt Chart view of the schedule for one or more projects. How it works Shows Gantt Chart view of the schedule for one or more projects.
-
Campaign budget [in-depth guide]
Guide contents: Budget screen | Edit columns | Next step Budget screen The Budget tab allows you to view the campaign budget vs. individual project budget vs. project & campaign actuals. All appr...
-
Custom Reports Datasets Cheat Sheet: Financial
Budgeted Revenue Detail Account Type Class ID Class Name Client ID Client Name Company ID Company Name Department Name Financial Budget GL Account Full Name GL Account Name GL Account Number GL Par...
-
To Dos [in-depth guide]
Guide contents: Scenarios | Copy To Dos from Templates/Projects | Collaborating on task-level to-dos | Trafficking task to-dos | Project-level to-dos | Deliverable to-dos | Reporting on to-dos | R...
-
Retainer fields [guide]
Retainer-specific custom fields will appear within all kinds of views and custom reports. These can also be pulled into an estimate or invoice layout. Check out the Custom fields overview [in-depth...
-
GL Company Mapping [guide]
Menu > Admin > System setup > GL settings > GL company mapping This setup is used for the purposes of what we refer to as Intercompany Transactions. Its where one GL Company can pay for another GL ...
-
Purchasing: Item rate sheets [guide]
Guide contents: Navigation | Add an item rate sheet | Resources Navigation Admin/manager > System setup > Purchasing > Item rate sheets Purchase item rate sheets are used to standardize markups f...
-
Billing options: Estimate templates [in-depth guide]
Guide contents: Navigation | Add an estimate template | Copy template | Options | Layout Navigation Menu > Admin > System setup > Billing options > Estimate templates Estimate layouts allow you t...
-
Contact management: Define source [in-depth guide]
Guide contents: Navigation | Define source | Resources Navigation Menu > Admin > System setup > Contact management > Define source This allows you to run reports of leads & companies by where the...