by Alex Hamel | Jan 22, 2019 | Project
Posted Deposit Report Shows you the list of all projects that are active and approved, but not invoiced. This report includes the deposit and...
by Alex Hamel | Jan 22, 2019 | Project
Outstanding Projects Report Gives you an idea of sales ($, GP) to come of projects that are not invoiced, based on the date of the project. The « Wide » format gives you a more general look as well as including more fields in the report, including GP %. The amounts...
by Alex Hamel | Jan 22, 2019 | Project
Salesperson Projects Report Gives the detail portion of the project. (Sections & Items) for a given period (based on the project...
by Alex Hamel | Jan 22, 2019 | General
Administrative Reports – General Rules and information When Office Automator is open, you will find all of the reports listed in the Administrative Repots tab at the top – left hand side of the screen. It is the third tab from the left named...
by Alex Hamel | Aug 8, 2018 | Projects
Add documents and emails to a project You have the ability to easily add documents and emails to a project. It is recommended to attach all communication (emails) and documents related to the project for future reference. There’s is a video at the bottom of this...
