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Proposed Works - Cancelling a Proposed Work
This article is part of the Proposed Works section. Find all related articles here: Proposed Works Cancelling a Proposed Work You may decide to cancel a Proposed Work if you do not get enough interest from your clients. To do this: Open your Proposed ...
Purchase Ledger Transactions - Posting a Purchase Invoice
This article is part of the Purchase Ledger section. Find all related articles here: Purchase Ledger Introduction This guide explains how to post an invoice from a Purchase Ledger (PL) Account into the Hold File. You can post: An invoice not linked ...
Proposed Works - Voting Only
This article is part of the Proposed Works section. Find all related articles here: Proposed Works Creating a Voting Only Proposed Work and Requesting Votes Before you start, please ensure you have created and uploaded a mail merge template to use to ...
Proposed Works - Creating a Job from a Proposed Work
This article is part of the Proposed Works section. Find all related articles here: Proposed Works When you are ready to create a job from your proposed work you can do this directly from the Proposed Works main screen. Open your Proposed Work from ...
Proposed Works - Releasing Funds
This article is part of the Proposed Works section. Find all related articles here: Proposed Works When you have received all, or most, of the payments for a Proposed Work you will want to release the funds to either the Hold File, the Charge File or ...