General
Activity
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Jump to: Menu
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Enquiry details – Quotes – Files (Artwork & Documents)
- Customer PO Numbers
- Enquiries & Projects – How do they differ?
- Action-Notes
- Container Search & Sort
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Create a New Quote
- Autosave
- Quote Details, Tags, GST & Currency
- Add items to a quote
- Products Catalogue
- Create/Add Products, Prices, Freight and Services to Your Catalogue
- Product Info
- Hidden Item Visibility
- $ Add Pricing to Quotes
- Adding Freight/Delivery to Your Quote
- Product Icon Definitions
- Services with different margins (eg Setup, Freight)
- Including a Quote Total
- Compose – AI Generated Quote Intro
- Sending Quotes
- Compose – AI Generated Email Intro
- Quote Attachments
- Quote PDF Layout
- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Customer PO Numbers
- "Send invoice to…" default setting
- Create Revisions of the same quote
- Duplicate Quotes, Products and Prices – Copy Quotes
- Check all prices are current – Price Check/Updater
- Using Total Sell – things to keep in mind
- Action-Notes
- Days Valid
- Quote Statuses
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
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- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- Jump to: Menu
- QuickLook Panel – Shortcuts
- Project Details & the extra info inside
- Customer PO Numbers
- Enquiries & Projects – How do they differ?
- Action-Notes
- Container Search & Sort
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project delivery addresses
- Jump to: Menu
- QuickLook Panel – Shortcuts
- Creating a Job
- Job Details & Progress
- Job Details – Overview
- Blue Block Settings (Rules, Updates, Visibility)
- Setting Default Timeline Rules for this Job
- Timeline Status
- Editing the Timeline
- Current Location
- Product Information
- Artwork Status
- Splitting Timelines – Moving Products
- Add Tracking Number
- Freight Cards
- Timeline Notes
- Freight Tracking
- Purchase Orders
- Cancelling Jobs
- Project Artifacts (Emails, Entities & Notes)
- Action-Notes
- Container Search & Sort
- Show Remaining Articles (10) Collapse Articles
- Summary Boards with Custom Views (Reports)
- Shared Views
- QuickLook Panel – Shortcuts
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- PO Details, Instructions & Addresses
- Delivery Labels
- Attach Files to PO's
- Sending Purchase Orders to Vendors
- Sending the PO to Xero
- Sending the PO to MYOB
- Is the Purchase Order in Xero?
- Is the Purchase Order in MYOB?
- Action-Notes
- Disabling "Send PO to…" functionality
- Delivery label addresses
- Addresses on PO's
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Database
Your Company
Accounting
- Software Integration – Xero
- Xero – Locations and Contacts
- Creating an Invoice and Purchase Order in Xero
- Information in the Xero Invoice
- Customer PO Numbers
- Changes to the Sale – Xero Invoices and Purchase Orders
- Is the Sales Invoice in Xero?
- Automatic Invoice Status and Payment Updates from Xero
- Sending the PO to Xero
- Is the Purchase Order in Xero?
- "Send invoice to…" default setting
- Disabling "Send PO to…" functionality
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Customer PO Numbers
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?
- "Send invoice to…" default setting
- Disabling "Send PO to…" functionality
Ai Tools
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MYOB – Locations and Contacts
Posted
Updated
Currently – the MYOB API does not transfer Location or Contact information between platforms. (eg BE to MYOB – or – MYOB to BE)
Each platform will require this information to be entered manually (sorry)
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