HelpCustomizing Projects
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Customizing Projects
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Adding a File to a Project
Adding a Note to a Project
Adding a Web URL to your project
Customizing Extra Fields
How to create, rename and delete a folder in the sidebar
Internal Projects
0:57
Projects & Approval Workflow
2:38
Why is there no project when creating an invoice from the home screen on iPad?
Working With Projects on the Mac
2:52
Integration & Add-ons
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Integration & Add-ons
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Billings Pro and MoneyWorks integration
Billings Pro and Quickbooks for Mac Integration
Can I control what I send to MoneyWorks?
Daylite and Billings Pro Integration
4:39
Does Quickbooks need to be open during the export?
How do I Assign Name Codes for Mapping Clients?
How do I map taxes in MoneyWorks when I don't charge tax in Billings Pro?
How do I set up taxes before exporting to Quickbooks?
I want to export to MoneyWorks but my currency isn't in MoneyWorks.
Unable to export to MoneyWorks
What do the red and yellow flags in the export window mean?
What does the Pending/History button display in the Export window?
What items from Billings Pro can be exported to Quickbooks?
What version of QuickBooks should I use to export data?
Managing Payments
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Managing Payments
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Project Balance
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Project Balance
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Time Tracking
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Time Tracking
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Working with Slips
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Working with Slips
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2.14 Blueprint Slips on the Mac
2min 17sec
2.9 Creating Slips on the Mac
1:53
Anatomy of a Slip
3:06
Approving Slips
How can I link an unfiled slip to a Project?
How do I convert a timed slip to a fixed slip?
How do I convert a working slip into an estimate slip?
How do I move working slips from one project to another?
Unexpected Slip Totals
What is a Slip Blueprint
Why do managers have visibility of approved slips on projects that aren't assigned to them?
Working with Estimate Slips on Mac
0min 52sec
iPhone & iPad
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iPhone & iPad
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