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