Napier PROAD Support

Monthly Archives: October 2019

13.8 Setting up the holiday and sickness project numbers

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12.11 Watching projects on the dashboard

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4.10 Setting views in the to-do browser

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14.6 How do I review someone else’s time booking

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7.8 Finding what needs to be invoiced

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14.2 How do I export a statement to Excel?

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3.6.10 Importing items into a quote using modules

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14.5 How do I list the to-dos expiring this month

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3.6.9 Entering items for quotes

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4.8 Creating to-dos for the next month for ongoing jobs

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12.7 Creating filters for projects, etc

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12.12 Creating a working list of projects

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3.6.3 Creating a time and material quote

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4.3.1 Create to-dos from quotes

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4.9 Closing multiple to-dos

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12.10 Client income reporting

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12.13 Analysing time for a project by task

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12.9 Analysing recorded vs planned hours

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14.4 Why am I missing Fields? Adding fields to items in quotes, POs and invoices

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3.6.8 Accounting for time when marking up external cost

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Recent Posts

  • 14.8 What Service Codes to Use When Booking Time or Invoicing
  • 3.11 Can One Invoice or Quote Need Several Jobs? NO!
  • 8 Credit Notes
  • 17. Billable Service Codes
  • 2.4 Internal (INTxx) Codes

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    Archives

    • October 2024
    • August 2022
    • June 2022
    • October 2020
    • September 2020
    • February 2020
    • November 2019
    • October 2019

    Categories

    • Introduction
    • Getting Started and Recording Time
    • Setting Up Projects and Creating Quotes
    • To-Dos
    • Purchase Orders
    • Emailing and Saving PROAD Documents
    • Invoices
    • Credit Notes
    • Suppliers and Customers
    • Materials in PROAD
    • Design Projects – Special Notes
    • Reporting
    • System Admin
    • FAQ and Reference
    • Appendix A – What Should be Billed to Clients
    • Appendix B – PROAD Icons
    • Appendix C – Billable Service Codes

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