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Retroactively Adding Labels to Exported Items

Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...

emmabrda by New Contributor II
  • 979 Views
  • 1 replies
  • 0 kudos

Turn Off Ability to Book a Job from a Sold Estimate

Good morning,Does anyone out there know if it is possible to turn off the ability to book a job directly from a sold estimate? Our company has multiple divisions; I only want to permission change to apply to the Commercial Department. We use Business...

emmabrda by New Contributor II
  • 234 Views
  • 0 replies
  • 0 kudos

Resolved! Back charge suppliers

Working within projects, some of our installed equipment has long lead-teams with tight install schedules. If there is an issue or damage to the product, with the suppliers' approval, we proceed with the install with the intent to return and swap out...

TA by New Contributor
  • 966 Views
  • 1 replies
  • 0 kudos

Credit Card Purchases for Project Jobs

What is the best practice for correlating credit card purchases for specific Jobs? We purchase materials and permits via Credit Card and need to tie them to the job we purchased them for. Any incite would be great!

Job Costing Flyout

We would like to see Technician's rate changes with effective dates. Currently, when the Tech's rate of pay is changed, the new rate shows on Jobs done before the effective date making the job costing incorrect. Also, the overtime is not calculated c...

Amy by New Contributor II
  • 3890 Views
  • 4 replies
  • 3 kudos

Export labor costs to accounting software

At present, ST does not export labor charges to the accounting software. When I questioned support on this, their ultimate answer is that you should post labor costs from payroll and consider that your job cost. Unfortunately, that is very bad advice...

michael21 by Contributor III
  • 3564 Views
  • 3 replies
  • 1 kudos