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Office Roles & Permissions

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You can use Office Roles for distribution of permissions across Users depending on the specific roles that they perform in your company. You can have up to 25 Office Roles in the system, each one with the unique set of permissions.

  1. To manage roles and permissions, on the navigational sidebar, select Setup.
  2. Once the Setup section expands, select Manager.
  3. On the tabbed menu, select Office Roles and Permissions.

Here you can see the list of Office Roles. For each Office Role, you can see only its title.

You can perform the following operations on Office Roles:

  • create new Office Roles
  • edit the existing Office Roles
  • grant permissions to Office Roles

Manage Office Role Permissions

Creating an Office Role

You can create up to 25 Office roles. Each role can have a specific set of permissions.

  1. On the Office Roles & Permissions tab, above the list with office roles, click the Add  icon.
  2. In the Office Role form, enter the name of a new Office Role.
  3. Click Save.

Editing the Office Role

  1. On the list with Office Roles, locate the one you want to edit.
  2. Hover over the Office Role until the action icons appears.
  3. Click the Edit  icon.
  4. In the Office Role form, update the name of the Office Role.
  5. When complete, click Save.

Granting Permissions to Office Roles

The system provides three levels of permissions, as follows:

  • General Permissions
  • Setup Permissions
  • ToDo Permissions

General Permissions define access to the major sections of the system and define the set of actions that the User can perform in them, as follows:

AccountingExecution of accounting operations.
ContactsManagement of contacts and assignment of specific roles to contacts.
EstimatingEstimation of house plans, management of price books, and bulk operations on them.
Event LogViewing the application event log with details on performed actions on entities.
Bulk Update Tasks LogViewing the application log on bulk update tasks.
Schedule Tasks LogViewing the application log on scheduled tasks.
ReportsGeneration of reports on contacts, estimations, administration jobs, sales, schedules, management operations, and ToDo lists.
SalesManagement of sales activities, including management of salesperson budgets and leads.
SchedulesManagement of construction, sales, pre-constructions, and warranty schedules.

Setup Permissions define access to the setup section of the system and define the set of actions that the User can perform in them, as follows:

AccountingConfiguration of draw rules and their management.
ConfigurationManagement of custom fields and configuration of contact metadata (city. state, ZIP codes).
EstimatingManagement of entities for project estimation and actions on them.
Job AdminManagement of job letters, job stages, specification templates, and setup of color selection masters.
Manage Letter TemplatesConfiguration of templates for job and system letters.
ManagerConfiguration of office roles and permissions, synchronization options and user accounts.
SalesConfiguration of the sales configuration, including a sales checklist, communities, and import of leads.
SchedulesConfiguration of the schedules, including the calendar, critical path, management of sub-contractors and suppliers, setup of construction, sales, pre-construction, and warranty schedule templates.
System VariablesConfiguration of the system variables, including integration accounts, contacts, estimation, franchisee, general ledger, jobs, payables and receivables, sales, and supervisor.
TemplatesConfiguration of job and system templates.

ToDo Permissions define the ability to execute the following actions:

  • BSB Number or/and Account Number is changed
  • Contact is made Active – Activate in Xero
  • Contract Start Date of the Job is changed
  • Contract Start Date of the Job is set in the Schedule
  • Council Approved Date changed
  • DPP Job is created
  • Draw is due for Job
  • Job Email Template is overwritten
  • Job Estimate for Job is redone
  • Job Schedule Task starts within 7 days
  • Layout Email Template is overwritten
  • New Price Book is created
  • Quick Job is created
  • Sale is completed
  • Sub-contractor expiry events are approaching
  • Sub-contractor expiry events are came
  • System Email Template is overwritten
  • Change Order is approved
  • Change Order is reversed
  • Xero Issue – Sales Invoice – Allocation from not existing Credit Note
  • XERO: Account changed in Sales Invoice
  • XERO: Account overwritten in Sales Invoice
  • XERO: Contact changed in Sales Invoice
  • XERO: Contact created
  • XERO: Contact overwritten in Sales Invoice
  • XERO: Cost Center added in Sales Invoice
  • XERO: Cost Center is archived
  • XERO: Job is archived
  • XERO: Job Number changed in Sales Invoice
  • XERO: Job Number overwritten in Sales Invoice
  • XERO: Line Amount overwritten in Sales Invoice
  • XERO: Line item(s) overwritten in Sales Invoice
  • XERO: Quantity overwritten in Sales Invoice
  • XERO: Reversed Draw is NOT Voided
  • XERO: Sales Invoice created
  • XERO: Sales Invoice Number changed
  • XERO: Sales Invoice Number overwritten
  • XERO: Sales Invoice Synchronization Conflict

To grant permissions to a specific role:

  1. On the list with Office Roles, locate the one which you want to grant permissions to.
  2. Hover over the Office Role until the action icons appears.
  3. Click the Permissions  icon.
  4. Select the tab with the permissions you want to configure:
    • General Permissions
    • Setup Permissions
    • ToDo Permissions

To expand the permissions group, click the   icon.

Check the boxes for specific permissions you want to grant to the Office Role.

When complete, click Process.

  • To expand all the groups of permissions, click Expand All.
  • To collapse all the groups of permissions, click Collapse All.

Types of Permissions

All the permissions fall into the three categories, as follows:

General PermissionsDetermine access to the major sections of the system.
Setup PermissionsDetermine access to the Setup section and its sub-sections of the system.
ToDo PermissionsDetermine access to ToDo tasks in the system.

General Permissions

General permissions fall into the following groups:

  • Accounting
  • Contacts
  • Estimating
  • Event Log
  • Bulk Update Task Log
  • Schedule Tasks Log
  • Xero Issues Log
  • Job Admin
  • Manager
  • Reports
  • Sales
  • Schedules

Accounting Permission Group

The Accounting permission group includes the following permissions:

ClaimsViewAllows the user to view draws created in the system.
ProduceAllows the user to produce draws in the system.

Contacts Permission Group

The Contacts permission group includes the following permissions:

Creditor/SupplierViewAllows the user to view contacts of the Creditor/Supplier type.
Create/EditAllows the user to create and edit contacts of the Creditor/Supplier type.
CustomerViewAllows the user to view contacts of the Customer type.
Create/EditAllows the user to create and edit contacts of the Customer type.
DebtorViewAllows the user to view contacts of the Debtor type.
Create/EditAllows the user to create and edit contacts of the Debtor type.
EmployeeViewAllows the user to view contacts of the Employee type.
Create/EditAllows the user to create and edit contacts of the Employee type.
Finance CompanyViewAllows the user to view contacts of the Finance Company type.
Create/EditAllows the user to create and edit contacts of the Finance Company type.
City, CountyViewAllows the user to view contacts of the City/County type.
Create/EditAllows the user to create and edit contacts of the City/County type.
OtherViewAllows the user to view contacts of the Other type.
Create/EditAllows the user to create and edit contacts of the Other type.

Estimating Permission Group

The Estimating permission group includes the following permissions:

House Plans & EstimatesHouse EstimateViewAllows the user to view house estimates.
EditAllows the user to edit house estimates.
Allow QQ ChangesAllows the user to add QQ changes into house estimates.
House PlansViewAllows the user to view house plans.
ListAllows the user to view the list of house plans.
CreateAllows the user to create house plans.
EditAllows the user to edit house plans.
DeleteAllows the user to delete house plans.
UndeleteAllows the user to undelete house plans.
Price BooksViewAllows the user to view price books.
ListAllows the user to view the list of price books.
CreateAllows the user to create price books.
EditAllows the user to edit price books.
DeleteAllows the user to delete price books.
Reprice Allows the user to reprice price books.
Bulk UpdateManageAllows the user to perform bulk update operations on Items and Components.
Bulk DeleteHouse PlansManageAllows the user to delete a bulk of house plans.

Event Log Permission Group

The Event Log permission group includes the following permission:

Event LogViewAllows the user to view the Application Event Log.

Bulk Updates Tasks Log Permission Group

The Bulk Updates Tasks Log permission group includes the following permission:

Bulk Updates Tasks LogViewAllows the user to view the Buld Updates Tasks Log.

Schedule Tasks Log Permission Group

The Schedule Tasks Log permission group includes the following permission:

Schedule Tasks LogViewAllows the user view the Schedule Tasks Log.

Xero Issues Log Permission Group

The Xero Issues Log permission group includes the following permission:

Xero IssuesViewAllows the user to view integration issues with Xero.

Job Admin Permission Group

The Job Admin permission group includes the following permissions:

Financials ViewAllows the user to view the financial data.
JobsListAllows the user to view the list of Jobs.
Create DPP JobAllows the user to create a DPP job.
Create Quick JobAllows the user to create a quick job.
Job DetailsEditAllows the user to edit Job details.
ViewAllows the user to view Jobs.
Un-complete/Complete JobAllows the user to mark jobs as complete or incomplete.
Refresh ScheduleAllows the user to refresh the schedule for the Job.
Un-finalize JobAllows the user to mark the Job as un-finalized.
Job EstimateViewAllows the user to view Job Estimates.
EditAllows the user to edit Job Estimates.
Redo EstimateAllows the user to redo Job Estimates.
Authorize/UnauthorizeAllows the user to authorize or unauthroize Job Estimates.
Job Colour SelectionViewAllows the user to view Job Color Selections.
Create/EditAllows the user to create and edit Job Color Selections.
Job SpecificationsViewAllows the user to view Job Specifications.
Create/EditAllows the user to create and edit Job Specifications.
Job OrdersViewAllows the user to view Job Orders.
Create/EditAllows the user to create and edit Job Orders.
VariationsListAllows the user to view the list of Change Orders.
ViewAllows the user to view Change Orders.
CreateAllows the user to create Change Orders.
EditAllows the user to edit Change Orders.

Manager Permission Group

The Manager permission group includes only one permission that grants access to performing Job re-estimation.

Reports Permission Group

The Reports permission group includes group includes the following permissions:

Contacts Client ListAllows the user to view the client list.
Client List and ExportAllows the user to view the client list and export it.
Contact Referrals ReportAllows the user to generate the Contact Referrals Report.
EstimatingCost CentersAllows the user to generate the report on Cost Centers.
House Plan Bill of MaterialsAllows the user to generate the House Plan Bill of Materials.
Job Bill of MaterialsAllows the user to generate the Job Bill of Materials.
Job Bill of Materials – PresentationAllows the user to generate the Job Bill of Materials – Presentation.
Job Order SummaryAllows the user to generate the Job Order Summary report.
Price BookAllows the user to generate the report on Price Books.
Price List ProfitAllows the user to generate the Price List Profit report.
Markup Price Book WorksheetAllows the user to view the Markup Price Book Worksheet.
Gross Profit Price Book WorksheetAllows the user to view Gross Profit Price Book Worksheet.
Items and ComponentsAllows the user to generate the report on Items and Components.
Job AdminColour Selection MasterAllows the user to fill out the Color Selection Master.
CommunicationsAllows the user to to track communications with the customer.
Job ListAllows the user to view the job list.
Job Colour SelectionAllows the user to fill out the Job Color Selection.
Job DetailsAllows the user to view details of the Job.
County ApprovalsAllows the user to manage county approvals.
HandoversAllows the user to set the handover date for the contract.
Warranty Tasks for SuppliersAllows the user to track warranty tasks for suppliers.
Maintenance Tasks for JobAllows the user to track warranty tasks for the Job.
Warranty Tasks for SummaryAllows the user to generate the summary report on warranty tasks.
Change Orders QuotationsAllows the user to generate the report on Quotations with change orders.
Progress Claim StatementAllows the user to generate the report on the Progress Draw Statement.
ManagerBuilder’s InsuranceAllows the user to generate the report on Builder’s Insurance.
OtherTo Do ListAllows the user to generate a report on ToDo list.
SalesClient ContactsAllows the user user to generate the Client Contacts report.
Client Merge ExportAllows the user to export the Client Merge report.
Lead PriorityAllows the user to generate Lead Priority report.
Meetings in PipelineAllows the user to generate the report on meetings in the pipeline.
Monthly Contracts ManagerAllows the user to generate the Monthly Contracts Manager report.
Monthly Sales/Deposits/Contracts/SlabsAllows the user to generate the report on monthly sales, deposits, contracts, and slabs.
Sales AnalysisAllows the user to generate the Sales Analysis report.
Sales Quotations (RFQ) EnquiryAllows the user to generate the Sales Quotations (RFQ) Enquiry report.
Salesperson BudgetsAllows the user to generate the Salesperson Budgets report.
SchedulesConstruction Critical PathAllows the user to view the Construction Critical Path report.
Schedule TemplateAllows the user to view the report on Schedule Templates.
Job Scheduled Handover DateAllows the user to view the Job Scheduled Handover Date report.
Supervisors Weekly ProgressAllows the user to view the Supervisor’s Weekly Progress report.
Job ProgressAllows the user to view the Job Progress report.
Supervisor’s ScheduleAllows the user to view the report on the Supervisor’s Schedule.
Construction ScheduleAllows the user to view the Construction Schedule report.
Supervisor’s Graphic TimelineAllows the user to view the Supervisor’s Graphic Timeline report.
Job Schedule Worksheet SummaryAllows the user to view the Job Schedule Worksheet Summary report.
Per Supervisor reportAllows the user to view the report on Supervisor’s work.
Vendor reportAllows the user to view the Vendor report.

Sales Permission Group

The Sales permission group includes group includes the following permissions:

Salesperson Budgets ViewAllows the user to view the Salespersons’ budgets.
EditAllows the user to edit Salespersons’ budgets.
Email CampaignViewAllows the user to view email campaigns.
ListAllows the user to view the list of email campaigns.
CreateAllows the user to create email campaigns.
EditAllows the user to edit email campaigns.
LeadsViewAllows the user to view Leads.
ListAllows the user to view the list of Leads.
CreateAllows the user to create Leads.
EditAllows the user to edit Leads.
ReassignAllows the user to reassign Leads to other Salespersons.
Approve QuoteAllows the user to approve the quote.
Unapprove QuoteAllows the user to unapproved the quote.
Complete a SaleAllows the user to complete a sale.

Schedules Permission Group

The Schedules permission group includes group includes the following permissions:

ConstructionListAllows the user to view the list of construction schedules.
ViewAllows the user to view construction schedules.
CreateAllows the user to create construction schedules.
EditAllows the user to edit construction schedules.
DeleteAllows the user to delete construction schedules.
SalesListAllows the user to view the list of sales schedules.
ViewAllows the user to view sales schedules.
CreateAllows the user to create sales schedules.
EditAllows the user to edit sales schedules.
DeleteAllows the user to delete sales schedules.
Pre-constructionListAllows the user to view the list of pre-construction schedules.
ViewAllows the user to view pre-construction schedules.
CreateAllows the user to create pre-construction schedules.
EditAllows the user to edit pre-construction schedules.
DeleteAllows the user to delete pre-construction schedules.
MaintenanceListAllows the user to view the list of warranty schedules.
ViewAllows the user to view warranty schedules.
CreateAllows the user to create warranty schedules.
EditAllows the user to edit warranty schedules.
DeleteAllows the user to delete warranty schedules.

Setup Permissions

Setup permissions fall into the following groups:

  • Accounting
  • Contacts
  • Estimating
  • Job Admin
  • Manage Letter Templates
  • Manager
  • Milestone Events
  • Sales
  • Schedules
  • System Variables
  • Templates

Accounting Permission Group

The Accounting permission group includes the following permissions:

Draw RulesListAllows the user to view the list of draw rules.
ViewAllows the user to view draw rules.
CreateAllows the user to create draw rules.
EditAllows the user to edit draw rules.
DeleteAllows the user to delete draw rules.

Contacts Permission Group

The Contacts permission group includes the following permissions:

City, State, Zip codesListAllows the user to view the list of addresses (city, state, zip codes).
EditAllows the user to edit addresses (city, state, zip codes).
DeleteAllows the user to delete addresses (city, state, zip codes).
Custom FieldsListAllows the user to view the list of custom fields.
CreateAllows the user to create custom fields.
EditAllows the user to edit custom fields.
ActivateAllows the user to activate custom fields.
DeactivateAllows the user to deactivate custom fields.

Estimating Permission Group

The Estimating permission group includes the following permissions:

Bulk Update Allows the user to perform bulk updates in house estimates.
ComponentsViewAllows the user to view Components.
ListAllows the user to view the list of Components.
CreateAllows the user to create Components.
EditAllows the user to edit Components.
DeleteAllows the user to delete Components.
UndeleteAllows the user to undelete Components.
Cost CentersViewAllows the user to view Cost Centers.
ListAllows the user to view the list of Cost Centers.
CreateAllows the user to create Cost Centers.
EditAllows the user to edit Cost Centers.
DeleteAllows the user to delete Cost Centers.
UndeleteAllows the user to undelete Cost Centers.
Colour Selection Allows the user to manage Color Selection.
Delete Plans Allows the user to delete plans.
Export PricesExecuteAllows the user to export prices of Components and Items.
Import PricesExecuteAllows the user to import prices of Components and Items.
ItemsViewAllows the user to view Items.
ListAllows the user to view the list of Items.
CreateAllows the user to create Items.
EditAllows the user to edit Items.
DeleteAllows the user to delete Items.
UndeleteAllows the user to undelete Items.
Take Off ParametersViewAllows the user to view Take Off Parameters.
ListAllows the user to view the list of Take Off Parameters.
CreateAllows the user to create Take Off Parameters.
EditAllows the user to edit Take Off Parameters.
DeleteAllows the user to delete Take Off Parameters.
UndeleteAllows the user to undelete Take Off Parameters.
Units of MeasureListAllows the user to view the list of Units of Measure.
ViewAllows the user to view Units of Measure.
CreateAllows the user to create Units of Measure.
EditAllows the user to edit Units of Measure.
DeleteAllows the user to delete Units of Measure.
Sales Tax RatesViewAllows the user to view Sales Tax Rates.
ListAllows the user to view the list of Sales Tax Rates.
CreateAllows the user to create Sales Tax Rates.
EditAllows the user to edit Sales Tax Rates.

Job Admin Permission Group

The Job Admin permission group includes the following permissions:

Color Selection MastersViewAllows the user to view Color Selection Masters.
ListAllows the user to view the list of Color Selection Masters.
CreateAllows the user to create Color Selection Masters.
EditAllows the user to edit Color Selection Masters.
DeleteAllows the user to delete Color Selection Masters.
UndeleteAllows the user to undelete Color Selection Masters.
Job LettersManageAllows the user to manage Job Letters.
Job StagesListAllows the user to view the list of Job Stages.
CreateAllows the user to create Job Stages.
EditAllows the user to edit Job Stages.
DeleteAllows the user to delete Job Stages.
UndeleteAllows the user to undelete Job Stages.
Specification TemplatesViewAllows the user to view Specification Templates.
ListAllows the user to view the list of Specification Templates.
CreateAllows the user to create Specification Templates.
EditAllows the user to edit Specification Templates.
DeleteAllows the user to delete Specification Templates.
UndeleteAllows the user to undelete Specification Templates.

Manage Letter Templates Permission Group

The Manage Letter Templates permission group includes the following permissions:

Job LettersViewAllows the user to view Job Letter Templates.
ManageAllows the user to manage Job Letter Templates.
System LettersViewAllows the user to view System Letter Templates.
ManageAllows the user to view System Letter Templates.

Manager Permission Group

The Manager permission group includes the following permissions:

Office roles & permissionsListAllows the user to view the list of office roles.
View Allows the user to view office roles.
Create Allows the user to create office roles.
Edit Allows the user to delete office roles.
Office roles permissionsViewAllows the user to view permissions of office roles.
EditAllows the user to edit permissions of office roles.
Sync Options Allows the user to define synchronization options.
User DetailsListAllows the user to view the list with users.
ViewAllows the user to view details of users.
CreateAllows the user to create users.
EditAllows the user to edit users.

Milestone Events Permission Group

The Milestone Events permission group includes the following permissions:

Milestone EventsListAllows the user to view the list of milestone events.
ViewAllows the user to view milestone events.
CreateAllows the user to create milestone events.
EditAllows the user to edit milestone events.
DeleteAllows the user to delete milestone events.

Sales Permission Group

The Sales permission group includes the following permissions:

Complete a Sale ChecklistListAllows the user to view the checklist to complete a sale.
CreateAllows the user to create tasks in the checklist to complete a sale.
EditAllows the user to edit tasks in the checklist to complete a sale.
DeleteAllows the user to delete tasks in the checklist to complete a sale.
EstatesListAllows the user to view the list of communities.
CreateAllows the user to create communities.
EditAllows the user to edit communities.
DeleteAllows the user to delete communities.
UndeleteAllows the user to undelete communities.
Import LeadsExecute 

Schedules Permission Group

The Schedules permission group includes the following permissions:

CalendarViewAllows the user to view events in the calendar.
EditAllows the user to edit events in the calendar.
DeleteAllows the user to delete events in the calendar.
Critical PathViewAllows the user to view stages in the Critical Path.
EditAllows the user to edit stages in the Critical Path.
DeleteAllows the user to delete stages in the Critical Path.
UndeleteAllows the user to undelete  stages in the Critical Path.
Sub-Contractors/

 

Suppliers

ViewAllows the user to view sub-contractors and suppliers.
EditAllows the user to edit sub-contractors and suppliers.
DeleteAllows the user to delete sub-contractors and suppliers.
Construction TemplatesListAllows the user to view the list of construction templates.
ViewAllows the user to view construction templates.
CreateAllows the user to create construction templates.
EditAllows the user to edit construction templates.
DeleteAllows the user to delete construction templates.
UndeleteAllows the user to undelete construction templates.
Sales TemplateListAllows the user to view the list of sales templates.
ViewAllows the user to view sales templates.
CreateAllows the user to create sales templates.
EditAllows the user to edit sales templates.
DeleteAllows the user to delete sales templates.
UndeleteAllows the user to undelete sales templates.
Pre-construction TemplatesListAllows the user to view the list of pre-construction templates.
ViewAllows the user to view pre-construction templates.
CreateAllows the user to create pre-construction templates.
EditAllows the user to edit pre-construction templates.
DeleteAllows the user to delete pre-construction templates.
UndeleteAllows the user to undelete pre-construction templates.
Warranty TemplatesListAllows the user to view the list of warranty schedule templates.
ViewAllows the user to view warranty schedule templates.
CreateAllows the user to create warranty schedule templates.
EditAllows the user to edit warranty schedule templates.
DeleteAllows the user to delete warranty schedule templates.
UndeleteAllows the user to undelete warranty schedule templates.

System Variables Permission Group

The System Variables permission group includes the following permissions:

AccountingViewAllows the user to view the Accounting variables.
EditAllows the user to edit the Accounting variables.
Integration AccountsViewAllows the user to view integration accounts.
EditAllows the user to edit edit integration accounts.
Send Jobs to IntranetAllows the user to transfer Jobs in the XML format to Intranet.
ContactsViewAllows the user to view the Contacts variables.
EditAllows the user to edit the Contacts variables.
EstimatingViewAllows the user to view the Estimating variables.
EditAllows the user to edit the Estimating variables.
FranchiseeViewAllows the user to view the Franchisee variables.
EditAllows the user to edit the Franchisee variables.
General LedgerViewAllows the user to view the General Ledger variables.
EditAllows the user to edit the General Ledger variables.
ManagerViewAllows the user to view the Manager variables.
EditAllows the user to edit the Manager variables.
JobsViewAllows the user to view the Jobs variables.
EditAllows the user to edit the Jobs variables.
PayablesViewAllows the user to view the Payables variables.
EditAllows the user to edit the Payables variables.
PrintersViewAllows the user to view Cloud printers.
EditAllows the user to edit Cloud printers.
ReceivablesViewAllows the user to view the Receivables variables.
EditAllows the user to edit the Receivables variables.
SalesViewAllows the user to view the Sales variables.
EditAllows the user to edit the Sales variables.
SupervisorViewAllows the user to view the Supervisor variables.
EditAllows the user to edit the Supervisor variables.

Templates Permission Group

The Templates permission group includes the following permissions:

Job TemplatesListAllows the user to view the list of Job Templates.
ViewAllows the user to view Job Templates.
CreateAllows the user to create Job Templates.
EditAllows the user to edit Job Templates.
DeleteAllows the user to delete Job Templates.
System TemplatesListAllows the user to view the list of System Templates.
ViewAllows the user to view System Templates.
EditAllows the user to edit System Templates.

ToDo Permissions

The ToDo permissions include the following ones:

BSB Number or/and Account Number is changedAllows the user to view ToDo tasks that relate to changes in BSB Number or/and Account Number.
Contact is made Active – Activate in XeroAllows the user to view ToDo tasks that relate to a necessity to activate new contacts in Xero.
Contract Start Date of the Job is changedAllows the user to view ToDo tasks that relate to changes in the Contract Start Date of the Job.
Contract Start Date of the Job is set in the ScheduleAllows the user to view ToDo tasks that relate to assignment of the Contract Start Date for the Jobs in the Schedule.
Council Approved Date changedAllows the user to view ToDo tasks that relate to change of the Council Approved dates.
DPP Job is createdAllows the user to view ToDo tasks that relate to created DPP jobs.
Draw is due for JobAllows the user to view ToDo tasks that relate to draws being due for Jobs.
Job Email Template is overwrittenAllows the user to view ToDo tasks that relate to overwriting of Job Email Templates.
Job Estimate for Job is redoneAllows the user to view ToDo tasks that relate to redoing of Job Estimates for Jobs.
Job Schedule Task starts within 7 daysAllows the user to view ToDo tasks that relate to Job Schedule Tasks that start within 7 days.
Layout Email Template is overwrittenAllows the user to view ToDo tasks that relate to overwriting of Layout Email Templates.
New Price Book is createdAllows the user to view ToDo tasks that relate to creation of a new Price Book.
Quick Job is CreatedAllows the user to view ToDo tasks that relate to creation of Quick Jobs.
Sale is completedAllows the user to view ToDo tasks that relate to completion of Sales.
Sub-contractor expiry events are approachingAllows the user to view ToDo tasks that relate to approaching Sub-contract expiry events.
Sub-contractor expiry events are cameAllows the user to view ToDo tasks that relate to coming of sub-contractor expiry events.
System Email Template is overwrittenAllows the user to view ToDo tasks that relate to overwriting of System Email Templates.
Change Order is approvedAllows the user to view ToDo tasks that request approval of change orders in House Plan Estimates.
Change Order is reversedAllows the user to view ToDo tasks that request the reversing of change orders in House Plan Estimates.
XERO: Sales Invoice – Allocation from not existing Credit NoteAllows the user to view ToDo tasks that relate to Sales Invoices with the allocation from the non-existing Credit Notes.
XERO: Account changed in Sales InvoiceAllows the user to view ToDo tasks that relate to account changes in the Sales Invoice in Xero.
XERO: Account overwritten in Sales InvoiceAllows the user to view ToDo tasks that relate to overwriting of the contact in the Sales Invoice in Xero.
XERO: Contact changed in Sales InvoiceAllows the user to view ToDo tasks that relate to contact changes in the Sales Invoice in Xero.
XERO: Contact CreatedAllows the user to view ToDo tasks that relate to creation of new contacts in Xero.
XERO: Contact overwritten in Sales InvoiceAllows the user to view ToDo tasks that relate to overwriting of contacts in the Sales Invoice in Xero.
XERO: Cost Center added in Sales InvoiceAllows the user to view ToDo tasks that relate to adding Cost Centers in the Sales Invoice in Xero.
XERO: Cost Center is archivedAllows the user to view ToDo tasks that relate to archival of Cost Centers in Xero.
XERO: Job Number changed in Sales InvoiceAllows the user to view ToDo tasks that relate to change of the Job Number in the Sales Invoice in Xero.
XERO: Job Number overwritten in Sales InvoiceAllows the user to view ToDo tasks that relate to overwriting of the Job Number in the Sales Invoice in Xero.
XERO: Line Amount overwritten in Sales InvoiceAllows the user to view ToDo tasks that relate to overwriting of Line Amount in the Sale Invoice in Xero.
XERO: Line item(s) overwritten in Sales InvoiceAllows the user to view ToDo tasks that relate to overwriting of Line Item(s) in the Sales Invoice in Xero.
XERO: Quantity overwritten in Sales InvoiceAllows the user to view ToDo tasks that relate to overwriting of the quantity in the Sales Invoice in Xero.
XERO: Reversed Draw is NOT VoidedAllows the user to view ToDo tasks that relate to reversed Draws that are not voided in Xero.
XERO: Sales Invoice CreatedAllows the user to view ToDo tasks that relate to creation of Sales Invoices in Xero.
XERO: Sales Invoice Number changedAllows the user to view ToDo tasks that relate to change of the Sales Invoice Number in Xero.
XERO: Sales Invoice Number overwrittenAllows the user to view ToDo tasks that relate to overwriting of the Sales Invoice Number in Xero.
XERO: Sales Invoice Synchronization ConflictAllows the user to view ToDo tasks that relate to conflict of synchronization of Sales Invoices.
Updated on 6 November, 2021

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