Projects
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In this module, learn how to create a quote. Add estimated tasks, time, materials, expenses, and invoicing milestones.Posted: Wednesday 7 June 2023
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In this module, learn how to create a project, convert a quote into a project and use the resource scheduler to schedule resources to tasks.Posted: Tuesday 6 June 2023
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In this module, learn how to enter time against a project you have been assigned to.Posted: Monday 5 June 2023
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In this module, learn how to enter materials against a project.Posted: Sunday 4 June 2023
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In this module, learn how to approve time and material entries once they have been submitted. Only users with approver permissions will be able to do this.Posted: Saturday 3 June 2023
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In this module, learn how to use the order queue to create a purchase order for material items used in projects.Posted: Friday 2 June 2023
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In this module, learn how to receive items on a purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.Posted: Thursday 1 June 2023
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In this module, learn how to send a project invoice for milestones achieved on fixed price projects.Posted: Wednesday 31 May 2023
