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Video Tutorials

Setup​

(Work In Progress)

Core Module​

2.1 Sync Vendors​

2.2 Sync Customers​

2.3 Sync Projects (Jobs)​

2.4 Sync Cost Codes​

2.5 Sync Cost Types​

See above (included in Cost Codes video)

2.6 Sync Budgets (Estimates)​

AP Module​

3.1 Sync Subcontracts​

3.2 Sync Purchase Orders​

3.3 Sync Subcontracts Change Orders​

3.4 Sync AP Invoices (Bills)​

3.5 Sync Job Costs (Expenses)​

AR Module​

4.1 Sync Prime Contract​

4.2 Sync PCCOs to Sage 300​

4.3 Sync Budget Transfers​

4.3 Sync AR Invoices​