How can I assign expenses to automatically pull into the Job?
Users can assign default Vendors and costs to each machine used in the Converting module.
Begin by navigating to Settings> Common Information> Converting Equipment
1) Click +Add New to add a machine. This will populate within the Machine drop-down menu on the Converting Job.
2) Click Save Settings at the top right of the page and then hover your mouse over the machine added. Click on the Edit icon.
3) You can add up to 3 default expenses for the selected equipment. Enter the Vendor, Expense Account, Price, and Per Unit of Measure.
4) Click Save.
Now, when you select that machine on the Converting Job, the defaulted Vendor(s) and cost(s) will automatically pull into the Expense section of the job.
If you have additional questions, please contact the Support Team via email