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How to Create Activities
This article will help you to setup Activities for the Project Project activities are the individual actions, and processes that need to be carried out to complete a specific project. Navigate to the Web Portal and login On the left-hand main menu, ...
How to Create Supplier Quotes
Follow the Process to Create Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on "Add a New Record" or use the "+" sign to initiate the creation of a new Supplier ...
How to Create Bills
Follow the below steps to Create Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on either "Add New Record" or the "+" sign to initiate the creation of a new Bill. Choose the Supplier ...
How to Add Site Materials
Site materials refer to the various materials and supplies used in a project. Load dockets in a construction company typically serve as documentation for Site materials being delivered or removed from a site. Follow the below steps to Add Site ...
How to Setup the Company Settings
This article will help you to set up the Company Logos, Units, Tax Rates, Accounts, Portal, App, Finance and Communication settings etc. Please follow the below steps to set up the Company Settings Navigate to the Web Portal and login On the ...