Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
How to manage and invoice holdback on contracts
Information Holdback can only be managed in Fixed Price contracts If your client is going to holdback a portion of your contracts to be paid out at the end of the job, Knowify can help manage thi...
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Billing Rate vs. Budget Rate
In your admin section, under the Rates tab, there is a section called Roles and Applicable Rates where you can set a Billing Rate and Budget Rate for each role in your account. Budget Rates Budget...
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Sync Error: Connection to QuickBooks has expired
If you get an error when syncing with QuickBooks Online that reads:QuickBooks response: Connection to QuickBooks has expired or has been cancelled This can be fixed by reconnecting to QuickBooks. Y...
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How to create an internal project
Tip Internal projects are great for tracking non-job related costs! They function just like a contract job and have their own Plan & Track/Budgets but do not require a client or any invoices. To ...
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How to check which version you're using
If you're in Knowify, press the admin button in the top right corner of your screen: This will open up your admin panel, and you can see the Version Number at the bottom corner:
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How to close a job
To close a job in Knowify, first go to the Contract Jobs screen and click the View Details arrow next to the job you'd like to close This will open the job's summary page, which will have an e...
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Sync Error: The name supplied already exists
If you're creating a new client or vendor and get the following error message in your QuickBooks transactions log: QuickBooks Response: The name supplied already exists. Another customer, vendor or...
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How to re-open closed jobs
To view/re-open closed jobs, first go to your Manage Contract Jobs screen and click "Show History" Then you can click any jobs to see all of the associated data. You can also re-open a job in...
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How to fix CustomerRef errors when syncing with QuickBooks
If you get the following error when attempting to sync an invoice from Knowify to QuickBooks: QuickBooks response: CustomerRef is missing in the transaction. it is telling you that the customer in ...
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How to delete a job
When jobs are completed, or if a mistake was made when creating a job, it might be best to remove the Active status of the job. To do this, we have two options: Close the Job: This option is best ...