• How can I change the settings where I get an alert when my estimate goes past 8% above in variance rather than an amount in commitments?

    How can I change the settings where I get an alert when my estimate goes past 8% above in variance rather than an amount in commitments?
  • W-2'S RETIREMENT PLAN BOX

    I am processing my W-2's and I noticed that some of the w-2's have the retirement plan box marked. I didn't mark these but maybe the person before me did. We do have a 401k plan here. Is this box something that you have to manually mark? Thanks, …
  • MyAssistant - attached Crystal Report fails to deliver

    I am setting up MyAssistant with a new Send a Report task. I can attach a PDF, Text, or other document to the Email portion and the email sends successfully. However, when I attach a simple two-parameter Crystal Report and manually run the task, an…
  • RE: Subcontractor Compliance

    You are right. Accounts Payable will not be able to invoice the commitment until you have checked the “Revise Commitment” check box and updated the Job Cost commitment record. There is not an automated warning or error message to stop payment of an…
  • RE: Tracking Estimates

    You are correct in that these fields are available to be used as reporting fields for reports and inquiries. You are also correct in that an incorrect spelling or punctuation will cause a report or inquiry not to pick up the value. In some cases, capitalization…