HelpCustomizing Projects
Please select a product version
(if available):
Customizing Projects
Please select a Product version from the choices above or a new topic.
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
Please select a product version
(if available):
Integration & Add-ons
Please select a Product version from the choices above or a new topic.
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 does the Pending/History button display in the Export window?
What do the red and yellow flags in the export window mean?
What items from Billings Pro can be exported to Quickbooks?
What version of QuickBooks should I use to export data?
iPhone & iPad
Please select a product version
(if available):
iPhone & iPad
Please select a Product version from the choices above or a new topic.
Managing Payments
Please select a product version
(if available):
Managing Payments
Please select a Product version from the choices above or a new topic.
Project Balance
Please select a product version
(if available):
Project Balance
Please select a Product version from the choices above or a new topic.
Time Tracking
Please select a product version
(if available):
Time Tracking
Please select a Product version from the choices above or a new topic.
Working with Slips
Please select a product version
(if available):
Working with Slips
Please select a Product version from the choices above or a new topic.
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?
Slip Totals are Incorrect
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
Search
please wait...
