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Finance

Finance

Written by Dominique Tuck

Updated over a year ago

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How do I add a client/account and or loss adjusting company to a Project?	How can I mark a project with a CAT code?
How can I mark a project with a Vulnerable Customer?	How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or Job?
How do I communicate with my stakeholders?	How can I lodge a dispute, notify my seniors, and track it?
Where can I see a timeline and audit history of the Project and Job?

What is a workflow?	How do I view and manage my tasks?
How do I create a task?	How can I re-assign tasks from one employee to another?

How to create a Catalog line item?

How to create a Catalog bundle?

How to create a Catalog combo?

What is Asset Manager?

How do I invoice for the use of an asset?

How can I create an asset?

How do I create a PO for a specialist report?	How do I create a PO for a make safe?
How do I create a job schedule and send purchase orders to trades?	How do I amend and update purchase orders to trades?
How do I process trade invoices against the purchase order?	How do I reconcile trade purchase orders?
How can I check the margin or cost savings on a purchase order?

How do I create and send an invoice?	How can I raise a credit note?
What do I need to do for accounts payable (paying trade invoices)?	How can I ensure that invoices are approved before they reach my accounting system?

How do I create and send an invoice?

How do I make changes to the Analytics Dashboards?

How do I view details of our clients/accounts?	How do I administer clients/accounts (create, edit and disable)?
How do I view details of our trades?	How do I administer trades (create, edit and disable)?
How do I view what Postcodes are allocated to what Zones?	How do I administer Zones? (Create, edit and disable etc)
How do I view what Tenants are available in the system?	How do I administer Tenants and Teams? (Create, edit and disable etc)

How do I request support?