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  • 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.

  • 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…

  • Formula for "Prior Year Job to Date Cost" . Any suggestions?

    Hi. I'm looking for a formula that I can add as one of the custom JC total fields. I need it to show "Prior Year Job to Date Cost" . Any suggestions? I'm lost on this one... Thanks, Amanda

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