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Project Management & Cost Tracking
Budgeting
Getting Started with Budgeting
Budget Settings
Creating a Budget Account Structure
Changing or Modifying a Budget Structure
Configuring 'Actuals' and 'Budgeted' Project views
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Virtual Bookings
Virtual Bookings
Quoting with Virtual Bookings and Cost Comparison Report
Adding Notes to Quotes using Virtual Bookings
Saved Quotes
Budgeting Module vs. Virtual Bookings
Project Operations
Creating a new Project
Project Details & Edit Project Window
Filter String & Filter Dates to filter Bookings in the Project window
View Settings / Options
Add Re-Entry To: Final/Invoice View
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Rates
Rate Cards
Price Agreements
Project Discount Types
Cash Discounts on Projects
Project Rate Permissions
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Advanced Project Search
Advanced Project Search Introduction (Projects tab)
Configuring Advanced Project Search Access
Advanced Project Search Interface
Generating Advanced Project Searches: Filter From
Advanced Project Search Menu
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Archiving
Archiving in farmerswife - quick steps to optimise your DB!
Closing a Project before Archiving
Archiving Closed Projects from Toolbox
Archiving Projects from Advanced Project Search
Restoring Archived Projects
View all (8)
Invoicing
What is the Invoicing Module?
What gets invoiced?
How to access the Invoicing Module?
What is the Invoice Creator?
Invoice Editor
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Supplier Costs
Adding and Tracking Supplier Costs Introduction
Creating a Purchase Order
Linking a Purchase Order Line
Creating an Incoming Invoice
Creating Multiple Incoming Invoices
View all (9)