- Navigation and General
- My Dashboard
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Product Updates
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Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
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Mobile App
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FAQs
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Navigation and General
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Time and Tasks
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Manage
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Approve
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Jobs
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Media
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Accounting
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Master Files
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Setup Files
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Setup Options
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General Ledger
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Revenue Recognition and Tools
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Receivables
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Payables
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Budgets & Forecasts
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Training Packet
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API & Integrations
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Reporting
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Sales
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Media Finance
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Intercompany
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Talent Sponsorship
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Taxes
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Implementation and Onboarding
How to use dashboard tiles
Customize the users view with dashboard tiles
Steps:
- Click on Dashboard Tiles
- Select the tiles needed
- Close out of the Dashboard Tiles selection view to return to the dashboard. To move and reposition tiles, simply drag and drop
Users can choose up to 10 tiles across different data categories to customize My Dashboard.