Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
How to add a new task
To add a new task to your to do list, you can do it so in Tasks section by clicking Add New Task at the top right: Or you can quickly add a task from any section of Knowify by opening the Add New ...
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How to delete billable items
To delete billable items, go to the Manage Billable Items tab of your Invoices module and select the check-boxes next to the ones you'd like to delete: Once you've selected the items you want to d...
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How to use the API Key on Zapier
To integrate Knowify with your Zapier account, you'll need to be in a Growth or Enterprise level subscription. You can upgrade your account and generate the API Key in the Customize tab of the Admi...
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How to view closed purchases
To view the details of a closed purchase, go to the Purchases module and click View History at the top of the screen: Then to look at and edit the details of the purchase, click the arrow to the l...
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How to set the date of a purchase
To set a date when entering a purchase other than the date of entry, check the box that says Set Purchase Date in the add purchase screen: This will allow you to select the actual date of entry fr...
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How to enter time for your crews
If given access to the Is a foreman or can approve timecards permission, users can enter time for other resources in the Time Tracker under Foreman View. Select the job/phase; you will find a lis...
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How to pull time from QB Time to Knowify
To pull time from TSheets to Knowify, go to your Review Time screen and press Import QuickBooks Time: This will prompt you for the date that you wish to start the pull from, then click Start Impor...
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How to track multiple labor rates on one job
To track different rates for one employee on one job, you can set different rates per each phase. To do this, you'll need to follow these steps: Create a different phase for each rate Add the user...
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How to manually check out an employee
To check-out an employee in the office, go to the Time Tracker module under Check In/Out View and click Check out next to the time entry: Once checked out, clicking the wrench icon will allow you ...
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How to add a job to the corporate calendar
To add a job to the Corporate Calendar, click the first date you'd like to job to be scheduled: This will pull up a screen and prompt for which job/phase, and how many days/the end date of the sch...