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Video Tutorials

Core​

2.1 Sync Vendors​

2.2 Sync Customers​

2.3 Sync Projects​

2.4 Sync Sub Jobs, Cost Codes, and Cost Types​

2.5 Sync Budget Line Items​

AP​

3.1 Sync Commitments​

This above video demonstrates syncing a Purchase Order, but syncing a Subcontract works in exactly the same way.

3.3 Sync Commitment Change Orders​

Coming soon!

3.4 Sync AP Invoices​

Coming soon!

3.5 Sync Job Costs​

Coming soon!

AR​

4.1 Sync Prime Contracts​

Coming soon!

4.2 Sync Owner Change Orders​

Coming soon!

4.3 Sync AR Invoices​

Coming soon!

4.3 Sync Budget Transfers​

Coming soon!