Proposed Works
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 ...
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 ...
Proposed Works - Recording and Monitoring Payments
This article is part of the Proposed Works section. Find all related articles here: Proposed Works Taking a Payment Payments towards a Proposed Work can be taken through the Daily Posting screen or via the Client Portal. You can also allocate funds ...
Proposed Works - Requesting Funds from Clients
This article is part of the Proposed Works section. Find all related articles here: Proposed Works After creating a new Proposed Work, you can request payment from clients. Before you start, please ensure you have created and uploaded a mail merge ...
Proposed Works - Setting Up a New Proposed Works Fund
This article is part of the Proposed Works section. Find all related articles here: Proposed Works This article covers how to create a new Proposed Works Fund to collect monies from your clients. If you want to collect votes, see Proposed Works - ...
Proposed Works - Overview
This article is part of the Proposed Works section. Find all related articles here: Proposed Works Overview A Proposed Work is a separate fund set up to handle big, one-off jobs. It helps gauge interest in potential work, and allows you to collect ...