Vin Ferruzza
- Total activity 235
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Activity overview
Latest activity by Vin Ferruzza-
Vin Ferruzza created an article,
How to create a deposit invoice in an AIA job using stored materials
AIA projects allow you to manage retainage withheld by the GC until project completion and also stored materials which are funds collected up front from the GC to purchase materials needed to compl...
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Vin Ferruzza created an article,
Syncing time to QB as Overtime
If you are using Knowify's Overtime management feature and syncing time to Quickbooks Online for payroll, we can enable a setting to ensure it syncs these entries to QB as overtime entries. Once e...
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Vin Ferruzza created an article,
How to edit a job allocation for a bill
When opening a vendor bill, you can adjust the job or phase that any line item on the bill is pointing toward. This can be done at any time, even after the bill is paid. To accomplish this, open th...
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Vin Ferruzza created an article,
How to open the Quickbooks Desktop Web Connector
After the onboarding session of connecting Knowify and QB Desktop, in order to establish a connection with Knowify to transfer data to/from QB, we would need:The QB file running on the same compute...
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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 your onboarding session and confirming that we have the QB file and web connector running, we can trigger a sync of data between Knowify and QB by logging into Knowify and navigating to the a...
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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: