Settings
- How to update your invoice number sequence.
- How to get R&R and leave notifications for more effective mobilisation and avoid overbooking staff
- How to get copied into every Purchase Order that is sent out.
- Trades and Non-Producing Types.
- How to enter Shift Types
- How to set up Qualifications.
- How to link Suppliers to Xero.
- How to enter Purchase Types and GL codes.
- How to set up your Purchase Status Threshold.
- Setting up Onboarding and Compliance.
- How to set up Budgets.
- How to set up Job Status Thresholds.
- How to set up multiple Client Contacts.
- Customise your jobs by colours.
- Update your Company Logo on your portal.