Terrin Kalian
- Total activity 529
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 4
- Subscriptions 285
Articles
Recent activity by Terrin Kalian Sort by recent activity-
How to export data from Knowify
To get exported lists of data from Knowify, you can use the Export to XLS button in the bottom right corner of the following screens: Manage Clients Manage Vendors Manage Catalog Review Time Purch...
-
How to deactivate a product or services
To make a product or service inactive, first locate it in your Catalog module and click: Once in the item details page, select Disable from the More Actions dropdown menu:
-
How to mark a task as complete
Users can mark tasks as complete from the web browser on their computer or mark them from the mobile application. Within the tasks section of the account you can either click the circle next to a s...
-
How to update overtime reporting rules
To change how Knowify calculates overtime hours on the payroll report, go to the Rates tab of your Admin Section: At the bottom of your list of resources, you'll be able to toggle how this report ...
-
How to change the date of a service ticket
To change the date of a service ticket and re-schedule the team on it, go to the Corporate Calendar and locate the ticket: Then click the ticket and drag it to the day you'd like to perform the se...
-
How to send a bill for approval
To send a vendor bill to someone for approval to be paid, go to the Manage Bills page and click the curved arrow to the righthand side of the bill you'd like approved: This will prompt for who you...
-
How to send work orders to the smartphone app
Work orders are created at the phase level. To write a work order that is visible on the smartphone app, first go to the Plan & Track section for the given job. Click on the sticky note icon , lo...
-
Using QuickBooks Locations with Knowify
If you use QuickBooks “Locations” feature, you can tag each job in your Knowify account with a Location so it pushes over with your transactions. To do this, first go to your QuickBooks module in K...
-
How to un-approve time entries
To un-approve a time entry to make it available to edit or delete, go to the Review Time screen in Knowify and select Show Reviewed. This will show you both un-approved as well as approved entries ...
-
How to switch an active contract back to draft mode
If you’ve already switched a contract to active and you need to switch it back to a draft to make changes, you can find a button for this in your Contract & Change Orders section: Note This can...