Vin Ferruzza
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Activity overview
Latest activity by Vin Ferruzza-
Vin Ferruzza created an article,
Invoicing a Cost-Plus/T&M job with schedule of values invoicing
Knowify offers a feature to invoice cost-plus/time and materials jobs with a schedule of values invoice.This feature is located in the admin section but needs to be enabled by our support team befo...
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Vin Ferruzza created an article,
How to Hide a User From Scheduling
If you need to track time or budget labor cost for a given resource/employee but do not want their name to display in the scheduling sections of Knowify, you can disable an individual in the admin ...
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Vin Ferruzza created an article,
How to Delete Log Comments
In order to delete a comment from the logs section of a Knowify job, the user will need to be an admin or have unlimited approval.With this access, you can navigate to the logs section of any job, ...
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Vin Ferruzza created an article,
QuickBooks Alert: Setting the QuickBooks Defaults
When initially connecting QuickBooks and Knowify, you may see this alert on your home screen:As well as the accountant section:This is not an error as much as it is just a warning that one or more ...
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Vin Ferruzza created an article,
How to adjust the auto-sync settings for jobs from Knowify to QuickBooks
Many users do not want to sync projects to QuickBooks at the time they’re created since they do not need to be tracked until they’re made active. Others prefer to have contract jobs sync automatica...
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Vin Ferruzza created an article,
How to sync hours to QuickBooks Desktop
In order to sync time from Knowify to QuickBooks Desktop, we'll need to ensure we have a default service item for labor, the employee linked between Knowify and QuickBooks, and the default payroll ...
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Vin Ferruzza created an article,
How to edit a subcontractor PO
Subcontractor Contracts (Subcontractor POs created through the plan & track section), can only be edited within the plan & track section of the job they were created under.First, open the job this ...
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Vin Ferruzza created an article,
How to Copy a Phase
When building your plan & track section of a job, or if you toggle an existing project plan to budget mode, you will have the ability to copy a phase to avoid manually having to re-add it. This can...
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Vin Ferruzza created an article,
How to pull edits from a QuickBooks expense into Knowify
While Knowify can be set to pull expenses from QuickBooks, any changes made to these expenses on the QuickBooks side will not update in Knowify unless triggered. We can initiate this update by navi...
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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...