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 Recent activity Votes
  • Syncing credit card expenses from Knowify to QuickBooks

    To sync credit card expenses from Knowify to your QBO account, first enable the Credit Card Expenses feature in your account under Admin Section > Customize > QuickBooks > Credit Card Expenses:  O...

  • How reimbursements work in Knowify

    Employees can request reimbursements in Knowify through the web browser as well as the smartphone app. Reimbursements are initially entered by adding a new purchase, but when selecting the type, sp...

  • Overtime management [Unlimited plan]

    Interested in this feature? If you have questions about any of these features or would like to upgrade your account, please email support@knowify.com. If you would like the ability to split time ...

  • Dashboard Card - Contract Jobs Progress

    In the Dashboard module you'll see the Contract Jobs Progress card: This shows the following information on your contract jobs, their budgets, and contract values: Budget - This is the percentage...

  • Change Knowify billing e-mail

    If you'd like to update the e-mail address that receives receipts for your monthly or yearly Knowify subscription payments, please e-mail ar@knowify.com from an email address that is used as an adm...

  • How to show weekends on calendars

    To get Saturday and Sunday to show up on your corporate calendar and job board, you must adjust your Hours of Operation in the Company tab of your Admin Section:   If the hours include Sunday and ...

  • How to generate a gantt chart for a project

    Information To produce a Gantt chart, dates must be set to each phase of the job first. You can learn how to set dates to a job here by clicking here. To create a gantt chart for a project, first...

  • How to void a bill payment

    To void a bill payment and re-open the closed bill, first go to the bills section and ensure the paid filter is enabled:   Click any bill to open the bill details, where you will see all payments ...

  • How to delete an invoice

    You will always have the option to delete or edit (as long as there are no payments logged) an invoice in Knowify. You can navigate to the invoice by searching through the invoice section: Or by u...

  • How to add a job

    To add a new job in your Knowify account: Navigate to the Contract Jobs module. Press Add New Contract Job at the top of the screen. This will pull you into your create job screen, where you wi...