-
Product Updates
-
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
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
[System Update] Manage vs. Approve
We've got a project in the works where we'll be tweaking some functions, the names of transaction types, menus, and page titles, making it easier for everyone to understand the platform and navigate through it smoothly
Manage vs. Approve
Manage Module
Oversee various aspects of the business by managing the different areas of an organization for the following tasks
- Expense Claims
- Credit cards
- Leave
- Weekly Time Sheet
Approve Module
Users with manager approval rights now have a dedicated APPROVE menu option to oversee the approval process for the following transactions
- Supplier Invoices
- Expense Claims
- Credit Cards
- Purchase Orders
- Client Job Invoices
- Weekly Time Sheets
- Journals