Terrin Kalian
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Flexible spending purchase orders
Information Flexible spending purchase orders need to be enabled by Knowify's support team. Please email support@knowify.com to get access. Flexible spending is a type of purchase order that is c...
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Dashboard Card - Subcontractor POs
The Subcontractor card in your Dashboard gives you an overview on subcontractor purchases orders for your active jobs: The Open PO tab of this card shows different open contracts with subcontracto...
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Why are some hours orange in Overview?
If time entries are showing as orange in the Overview tab of the Time Tracker module, this signifies that the employee submitted less than eight hours that day:
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How to change a job's client
To change the client that a job is for, find the job in the Contract Jobs screen, and click the arrow on the lefthand side of the job name: This will pull you to the job's Summary tab. Click Edi...
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How jobs as subclients works
In your Admin Panel under Customize>QuickBooks, you may have seen a setting called “Jobs as Subclients” that needs to be enabled by the Knowify Support team: This feature can be enabled for anyone...
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How to cancel my subscription
If you feel Knowify is not helping you as you expected, you can cancel your subscription through the admin section. To begin, click on the person icon in the top right corner of your screen. This...
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Dashboard Card - Change Orders
The Pending Change Orders card on your Dashboard shows which projects have change orders that have not been approved by the client yet: Clicking the project name will open up the project's Contra...
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How to change the job a purchase is costed to
If you have a purchase or expense in your account that is either unallocated or logged against the wrong job, the job can be updated so it costs correctly. First, find the expense you're looking fo...
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How to create a schedule of values invoice to send to the customer
If you'd like to show your customer progress billed through a contract and the remainder of its value, you can use the Schedule of Values invoice. To do this, select the Use a schedule of values op...
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How to store default documents
To keep documents in Knowify that you frequently need to send to clients and vendors, you can add them to the Documents tab of the Admin Section: Once they're in this section, you can choose them ...