Reprinting Notes

Welcome to another Tips and Tricks! Did you know you can add a note to a customer invoice and tell it print on the invoices when you reprintthe invoice?Go to Accounts Receivable>Customers>change>click on the history tab>double click the invoice>clickthe notes>click addEnter the information you want to add to the invoice then click the drop down … More Reprinting Notes

Featured Module of the Quarter: Purchase Order

Introducing…. our Purchase Order Module! The Purchase Order module is used to generate purchase orders, track committed costs created from purchase orders, and generate Accounts Payable invoices from reconciled purchase order items. This is especially helpful in avoiding overspending for cost code items on budgeted jobs. It is also helpful when ordering items which have … More Featured Module of the Quarter: Purchase Order

The Oklahoma City JobView User’s Conference Will Be October 21-22.

We are excited to announce that the Oklahoma City JobView Users Conference will be October 21-22. This is a fantastic opportunity to learn more about the program and to meet other JobView users. If you are interested in attending please click on the attached link. Also if you would like to preview the conference agenda … More The Oklahoma City JobView User’s Conference Will Be October 21-22.

Quarter End Balancing

This tip and trick is to help you when balancing your quarter end reports. The steps are as follows: Run an Earnings detail report for the check dates of the quarter: Ex. First quarter run 1/1/YY through 3/31/YY, second quarter run 4/1/YY through 6/30/YY, third quarter 7/1/YY through 9/30/YY, fourth quarter run 10/1/YY through 12/31/YY. … More Quarter End Balancing

Happy Thanksgiving!

All of us at Wallun Data would like to wish you a Happy Thanksgiving! For this holiday our offices will be closed November 26-27, 2020. We hope you all have a safe and enjoyable Thanksgiving. – The Staff at Wallun Data