Accounting
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Accounting User Guide
The Building Engines Accounting module allows property managers and coordinators to efficiently manage bil...
{Matthew Gillen} -
How do I navigate to view and edit accounting information within Building Engines?
The Building Engines Accounting module allows you to efficiently manage billable and non-billable charges...
{Carl Dahl} -
How do I create a new labor rate?
Billable and non-billable labor rates can be created in the Accounting module. Created labor rates can then...
{Matthew Gillen} -
How do I view and edit accounting labor rates?
This article describes the process of viewing and editing an existing labor rate. To view a labor rate: Cl...
{Matthew Gillen} -
How do I create a new accounting material rate?
You can create either billable or non-billable materials in the Accounting module. This article describes t...
{Matthew Gillen} -
How do I view and edit accounting material rates?
This article describes the process of viewing and editing existing materials. To view a material: Click Ad...
{Matthew Gillen} -
How do I create a new accounting markup?
Markups are used to attach a fixed, or percentage based, fee to labor rates and/or materials. Markups can t...
{Matthew Gillen} -
How do I view and edit accounting markups?
This article describes the process of viewing and editing markups. To view a markup: Click Admin > Account...
{Matthew Gillen} -
How do I create a new accounting tax rate?
This article describes the process of creating a new tax rate. To create a new tax rate: Click Admin > Acc...
{Matthew Gillen} -
How do I view and edit accounting tax rates?
This article describes how to view and edit tax rates. To view a tax rate: Click Admin > Accounting > Taxe...
{Matthew Gillen} -
How do I create a new Purchase Order?
Purchase Order tracking provides System Administrators with a workflow for managing approved expenditures f...
{Matthew Gillen} -
How do I view and edit a Purchase Order?
This article describes how to view and edit a purchase order from within the work order and from the Accoun...
{Matthew Gillen} -
How do I manage received Purchase Order material?
If a material on a Purchase Order doesn’t arrive all at once you can track the quantity received each time ...
Account Management -
How do I add an untracked material to a Purchase Order?
A material that is not in your Accounting library, an untracked material, can be added to a purchase order....
Account Management -
How do I close a Purchase Order?
After you have sent payment for the invoice associated to the purchase order, you can mark the purchase ord...
{Matthew Gillen} -
How do I setup Purchase Orders with Inventory Management?
Enabling Purchase Order with Inventory management allows you to include Materials from your library into yo...
Account Management -
How do I add inventory to a Purchase Order?
Inventory from the Accounting library can be added to a Purchase Order. This section describes the process ...
Account Management -
How do I setup a low inventory notification for purchase orders?
When Purchase Order inventory drops to a specific quantity you can configure the system to send out an aler...
Account Management -
How do I create a new accounting batch file?
A batch file is an aggregation of billable work orders and/or preventive maintenance tasks over a pre-det...
{Carl Dahl} -
How do I access and export completed accounting batch files?
This article describes how to access a processed batch and export into a desired format. To access a proces...
{Carl Dahl}