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Functions Tab Manage All The Manage All button is used to manage all lines on the job at once. Import The Import button is used to upload job lines from a file into the job. New Stock Request The New Stock Request button...

Any time log can be changed if it is open including the customer and job number, if it has not gone to job. This means that if you selected the wrong customer, employee or job, you are able to change this. Time logs that were processed to a job but were inco...

Manage Job - Buttons Explained Info This screen is used to add and manage internal notes for a job. Enter notes in the main text area (with formatting options available) Save to store notes against the job From Template to insert pre-set tem...

New Job Button The New Job button is used to create a job directly, without first creating or promoting a quote. When this option is selected, a new job is started “on the fly,” allowing users to quickly set up and begin working on a job straight away. ...

Initial setup of Expense setup in Payables Hub Client Routing Setup the company for expense module Expense Employees Setup the various employees that will be allowed to use expense app Expense Claims Management of claims, successful a...

In order to setup the Expense app to work, there are some setups in the system to be setup. Create Unknown custom item and Unknown expense category. This is used where the user does not know where to allocate expense, the system will default to this expense....

Go to Job Costing Module > Activity> Quotation Click Add to create a new Quote Select the customer Enter a Reference Enter the Order Number Click Save Click Add Enter the required Item code Enter the quantity Check the selling price and amend if req...

Log into the expense app     Click on New Claim Take a Photo or select from Library   After photo or selection, image will display for expense Click on Analysis Receipt   AI checks receipt and populates the expense Select the Expense category...

Each job line includes a To Be Invoiced indicator, displayed as a thumbs-up icon in the To Inv column.A highlighted thumbs-up icon indicates that the line is selected and will be included in the next invoice. To clear all To Be Invoiced flags, use the Clear...

Each user can be colour-coded within the memo section, making it easy to quickly identify who has added each note. As shown, each entry displays the user’s initials in a coloured circle, along with their full name, the date and time the note was added, and the...

Each user can be colour-coded within the memo section, making it easy to quickly identify who has added each note. As shown, each entry displays the user’s initials in a coloured circle, along with their full name, the date and time the note was added, and the...

Job Costing> Activity> Quotation> Print /Export Select A quote that has a job number and select print job Card form the drop-down arrow.     Print Service Card Job Costing > Activity> Quotation> Print /Export Print a service card Select a quot...

Manage Quantity on Job You can automatically manage quote lines by enabling the Manage Qty on Job option. On the quote header, go to the Extras tab Tick Manage Qty on Job This ensures that all lines added to the quote are automatically marked for m...

Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. This is the main screen where a Job line is managed Restrictions You cannot edit the line if: The line is locked The item has been marked for invoice or...

There may be instances where an incorrect warehouse has been selected on a job line and needs to be updated. To change the warehouse, access the line through the Job Detail Line button and make the required update.    Return to the Job Lines screen. Loca...

The “Unmanage All” function will reverse any managed quantities on job lines, reducing them back to an unmanaged state based on what has not yet been invoiced. Any quantities already invoiced cannot be unmanaged, as they are finalised in the system Only ...

This feature allows for exporting and importing of sales leads. It can be used to import new leads or update existing leads. Sales leads import export function is disabled by default. Enable via Form security   Export the data based on the search This ...

The Production Tracking Module provides real-time visibility and control throughout the manufacturing process, allowing businesses to monitor items from production commencement through to final completion. Acting as a centralised hub for production informati...

The Power BI Reporting & Analytics Module provides businesses with real-time visibility across financial, operational, sales, inventory, and production data. Integrated directly with Huge ERP, the module consolidates information from multiple areas of the bu...

  Integrate Huge ERP with external business applications such as Xero, Shopify, Go Sweet Spot, and other third-party platforms. Automate the exchange of information between systems, reduce manual processing, eliminate duplicate data entry, and ensure critic...