How do I change specific field names when I generate the Bill in PDF format?
To change specific field names when a Bill is generated as a PDF, go to Menu and select Settings. Under Settings, choose templates and from the drop down on the top right, select Bills. Here select the template you wish to edit and then click the copy button which is the button that looks like copy pasting a paper. Once copied, edit that template and start making changes to it so that if a mistake is done, it would be done in the copied template and not the original template.
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How do I generate a PDF of the Bill and email to employee?
To email a Bill as a PDF to the employee, open the Bill in question, and on the top right you will find three dots arranged vertically. Click it and select View PDF and choose a template from the drop down. Once this is done, there should be an email ...
How do I generate a Bill from a PO?
To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.
How do I generate a Bill from the Sub-Contract?
To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...
How do I generate a Change Order for a Subcontractor?
When creating the Change Order and adding lines items insert the name of the Subcontractor into the "Assigned to" Field in Pop Up box. Then go to Subcontract and Check Add Items to Subcontract (you may have to move it from ?Approved" to "Open" or ...
How do I generate a Bill or Sub-Contract from a Bid?
You do not create a Bill from an Estimate. You can create an Subcontract or a PO from an estimate in one of two ways. Using the bid manager when the bids come in and you mark one of the bids as awarded, then when estimate is marked approved and you ...