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5 - Variations
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10 - Supply & fit
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Material quotes
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Labour quotes
Fixed costs
Contacts menu
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Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Back to home
User hub
Accounts menu
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
Contact our helpdesk
Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Accounts menu
Including orders, invoices, costs and applications. Also includes setting up VAT, CIS and nominal codes and the accounts data export.
Accounts reporting and export
Accounts & accounts reporting overview
How to search and export accounts information
How to create an accounts batch/CSV file
How to resolve errors for an accounts data export batch
How to handle supply & fit applications within the accounts section
See more
Accounts data set up
How to set up nominal codes
Adding and editing VAT codes
Adding and editing CIS codes