Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
How to set a job-site address
If you need to update the address on your Contract Jobs, you can do so in your Summary tab of the job. To access this, click on the job in your Contract Jobs Screen: Then click the Edit job button...
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Switching between standard fixed price and AIA
To change a contract from the standard Fixed Price to Fixed Price with AIA (or vice versa), you’ll first want to make sure all of your invoices and change orders on the job have been deleted. Then ...
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Taxes in AIA contracts
Knowify does not currently have a way to mark items as taxable in Fixed Price with AIA contracts. The standard AIA invoice document does not generally include a space for tax, so the Knowify-produc...
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Dashboard Card - Bills
The Bills card on your Dashboard shows the status of different open bills from vendors in your account: Overdue - shows how many bills are past their due date and their total value Not Due Yet - ...
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How to turn QuickBooks subcustomers into Knowify jobs
If you've been tracking jobs in QuickBooks by creating subcustomers, they can be pulled into Knowify for job costing. To do this, find the subcustomer in your Manage Clients page of Knowify: Then ...
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How to record client payment on an invoice
You can record invoice payments in Knowify in either the Manage Invoices page or in the invoice's details screen. To record in Manage Invoices, simply click the check box icon to the right hand sid...
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How to delete a purchase
If you would like to Delete a Purchase (this can be done for any kind of purchase) you'll want to start in the “View History” tab, and click the “View Details” option on this purchase: This will o...
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How to auto-generate job numbers
When creating a job in Knowify, if the name of the job ends in a number: Then the next time a job is created, Knowify will suggest the same name with the next sequential number: Simply click th...
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Dashboard Card - Invoices
The Invoices card on the Dashboard can show you an overview of invoices that are outstanding, overdue, and recently paid. Overdue - Shows how many invoices are still outstanding past their due dat...
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Purchases Report
The Purchases Report is a spreadsheet report that shows items that have been purchased or allocated as material costs on jobs in a given time frame. It is separated into 3 tabs: Purchases, Catalog ...