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  • My Assistant Formula

    Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.

  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.

  • Modifying pay check stub in MyAssistant

    Our current pay check stubs list the employees previous pay rates, along with their current pay rate. I would like to Modify check stubs to only show current pay rates, as well as modify stubs to remove all old deductions, etc. that are not valid anymore…

  • Attached crystal report on a MyAssistant task, on the email tab, does not deliver the same results as when running the crystal report on its own.

    I attached a crystal report in MyAssistant on the email tab so I could use the Report Options to send it as an Excel file to a saved location for an outside vendor. There is a formula in the Crystal report to only pull for active jobs. However, the report…

  • Creating Reports to sum Job & Sub Job information in MyAssistant

    We are in need of a way to lump together all main job cost and sub job cost information per job in a MyAssistant report. As far as I can see, it does not look like MyAssistant currently has any capabilities of reporting by Sub Job. Has anybody else run…

  • Payroll- Time File Export

    Would like to get in touch with another Subcontractor who outsources payroll to ADP, creates payroll entries in Sage then imports pay file from Sage to ADP. Received a quote from a software company to create a Pre-payroll ADP time file creator that…

  • MyAssistant Distribution using PJ Job Setup Site / Contacts

    I am attempting to customize e-mail delivery of project specific information to an entire project team, Project Executive, Project Manager, and Superintendent. We currently have a mix of different personnel that could be combined in the above groups,…

  • Is there a way to return distinct results in MyAssistant?

    FormerMember
    FormerMember
    I'm trying to run a task that pulls prior year actuals from the GL for all accounts not equal to zero at year end, but the task returns almost 400,000 results with dozens of duplicates for each account type. Is there a way to return only distinct values…

  • Deleting MyAssisant Default signature line

    Is it possible to delete the MyAssistant Default signature line? If so, how would I do that?

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