Tutorial Video Library
Self-service training videos to get you up to speed on the platform at your own pace.
General Navigation
Time and Task
Job Management - Basics
- [Video] How to search for a Job
- [Video] Jobs Form Overview
- [Video] Create a Job
- [Video] Introduction to sub jobs
- [Video] How to Edit a Job
- [Video] How to Copy a Job
- [Video] Closing jobs
- [Video] Delete a Job
- [Video] Jobs - Lock Transaction Types
- [Video] Create a Sub Job
- [Video] How to Lock Job Transaction Types
Estimate Management - Basics
- [Video] How to delete an estimate
- [Video] How to set up different estimate options
- [Video] How to create an estimate from a template
- [Video] How to create a freeform estimate
- [Video] Estimates - Overview
- [Video] Search for Estimates
- [Video] Create an Estimate
- [Video] How to copy an existing estimate
- [Video] Estimates Form
- [Video] How to edit an existing estimate
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
- [Video] How to delete a corporate credit card bill
- [Video] How to approve or reject a corporate credit card bill
- [Video] How to code, and submit a corporate credit card transaction
- [Video] How to track and submit leave requests - My Leave
- [Video]How to add a leave type
- [Video] How to approve, reject and delete a leave request
- [Video] How to create an employee expense budget.
- [Video] How to view, edit, and delete an employee expense budget.
- [Video] How to access leave request via My Leave mobile
- [Video] How to search for an expense claim
- [Video] How to delete an expense claim
- [Video] How to approve or reject an expense claim
- [Video]How to manage expense task types and categories
- [Video] How to create and submit an expense claim
- [Video] How to create and submit an expense via mobile my expenses
- [Video] How to view and track an employee expense summary
- [Video] How to edit a corporate credit card bill
- [Video] How to add a credit card holder?