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Planning Projects 101 [Webinar]
Join Randy, a seasoned project management expert, in the engaging "Planning Project Basics" webinar as he unveils the secrets to creating successful planning projects. Discover the key steps, incl...
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Contractor - Foreign currency. [in-depth guide]
Guide contents: Vendor setup | Contacts | Employee-based setup | Hourly cost | User access | Vendor invoice entry | Managing contractors | Employees | Mark as paid/unpaidFor information on contract...
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Intercompany transactions [video]
Intercompany Transactions
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Sending request for quotes [in-depth guide]
Guide contents: Create the quote | Edit the quote | Sending the quote to your vendors | Monitor & update replies | Update the estimate with the selected reply | Viewing the updated estimate | Link ...
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Billing Options: Invoice and Estimate Layouts
Create a new layout | Edit your layout | Field Details and Advanced Editing Techniques | Page Layout | Choose a default layout for a client | Choose the layout per estimate or invoice | Custom Fie...
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Journal entry overview [in-depth guide]
Guide contents: Create a new journal entry | Edit journal entry | Copy a journal entry | Recurring/scheduled journal entries A journal entry is a way to record a transaction in your general ledge...
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Project Manager > Deliverables board [guide]
Navigation | System setup | Example | Workflow | Card view | Grid view | Calendar view | Deliverable | Resources The deliverable board allows inline editing and management of deliverables. This b...
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General journal [report]
Shows the Company's financial transactions, including sales journal, cash receipts journal, purchases journal, and cash disbursements journal.
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Project summary scoreboard [report]
Shows hour and billing summary by project type, client and division.Report OptionsSearch CriteriaDate Range - Choose the desired date range.Division - Pulls a list to choose from all Clients Divisi...
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Billing a campaign [in-depth guide]
Guide contents: Campaign billing settings | Bill by campaign | Bill by campaign budget | Bill by project | Billing Schedule Considerations | ResourcesCampaign billing settingsFrom the campaign's se...