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Project History Rundown

Heyo! It would be really helpful if, in the history of a project, it was updated with everything that might have changed with the project. For example we had a client provide an updated address for the project. We changed the address in our system bu...

aaron-ime by New Contributor
  • 278 Views
  • 2 replies
  • 1 kudos

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
  • 1303 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
  • 434 Views
  • 0 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!