Vin Ferruzza
- Total activity 231
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Activity overview
Latest activity by Vin Ferruzza-
Vin Ferruzza created an article,
How do Vendor Credits sync from Knowify to QB
When you create a bill for a negative amount, it will sync to QB as a vendor creditWhen the vendor credit syncs to QB it will show in the transactions list along with any other bills, expenses, pay...
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Vin Ferruzza created an article,
How to track parts and supplies with Parts Inventory
Knowify’s parts inventory gives you a centralized system to track materials across all your trucks, warehouses, and stock locations, so you can eliminate delays caused by missing or misplaced mater...
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Vin Ferruzza created an article,
How To Organize your Jobs with Tags
Tags are a flexible way to stay organized and make filtering easier across your job list and dashboards.You might use tags to: Group jobs by region (e.g., NYC, Tri-State, Midwest) Track job types (...
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Vin Ferruzza created an article,
How to Sync with Quickbooks Desktop
After you've completed your initial onboarding with our support team, you will be able to sync data between Knowify and QB. This will all be controlled from the accountant section of Knowify When y...
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Vin Ferruzza created an article,
How to restrict users to their jobs only
Note If you do not have access to the advanced permissions feature, please reach out to your account manager for more information on how to obtain access With access to our advanced permissions f...
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Vin Ferruzza created an article,
How to re-activate a product or service
If you navigate to your catalog section, you will have a check box to Show Inactive:You can then click the Enable button at the top right to re-activate the product/service:
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Vin Ferruzza created an article,
How to delete a product or service
Navigate to the catalog section of your account and click to open the product or service you wish to make inactive:Then click the three dots at the top-right and choose "Disable" Note Knowify foll...
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Vin Ferruzza created an article,
Actual vs Committed Cost
In your admin section, under the customize tab, you have the ability to toggle reporting cost in Knowify as a Committed or Actuals. A committed cost is an open PO (or part of an open PO) that has n...
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Vin Ferruzza created an article,
Knowify Surcharging Feature
Credit card surcharging is the practice of adding a fee to a customer’s bill when they choose to pay with a credit card, to offset the cost of processing the transaction. Knowify’s surcharging feat...
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Vin Ferruzza created an article,
How to add Subcontractor Documents
In your vendors section (for US-based Enterprise accounts) you have the option of uploading default documentation for your subcontractors. Click on the name of the vendor you want to add a document...