farmerswife Support
Project Management & Cost Tracking
Projects
- Advanced Project Search (Projects tab)
- Creating a new Project
- Project Details & Edit Project Window
- Filter String & Filter Dates to filter Bookings in the Project window
- View Settings / Options
Budgeting
- Getting Started with Budgeting
- Budget Settings
- Budget Permissions
- Creating a Budget Account Structure
- Configure "Default Objects" for each Budget Account
Virtual Bookings
Rates
- Rate Cards
- Price Agreements
- Project Discount Types
- Cash Discounts on Projects
- Project Rate Permissions
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
Invoicing
- What is the Invoicing Module?
- What gets invoiced?
- How to access the Invoicing Module?
- What is the Invoice Creator?
- Invoice Editor
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