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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

3.5 Sync Job Costs

AR Module

4.1 Sync Prime Contract

(Skip for now)

4.2 Sync PCCOs to Sage

4.3 Sync Budget Transfers

4.4 Sync AR Invoices