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Accountant Training Guide
Accountant Training Guide

This is a great guide for anyone with Accounting Permissions

Nick Taylor avatar
Written by Nick Taylor
Updated over 2 years ago

Closing Out Jobs

For a Job to show up as completed you will need to close out the job. This is also your chance to collect any payments you may not have gotten yet.


Reports

Reports are used for all information in regards to sales, estimates, reviews, payments, cancelations, and lead sources.

Sales Report will show you reports for all jobs that have been closed out

Estimates Report will show you your reports for all estimates that you have sent out.

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