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Quick Doc
   Create New Document From Quick Docs
   New Document
QuickBooks
QuickBooks Sync
   ArchiOffice-QuickBooks Integration
   QuickBooks Integration Settings-Account Assignment
   Preferences-Billing-Integration
   QuickBooks Integration-Send Settings
   QuickBooks Integration Settings-Get Settings
   QuickBooks Smart Match
   QuickBooks Integration Settings-Payroll Settings
    Account Assignment
    Get Settings
    Integration
       ArchiOffice-QuickBooks Integration
       ArchiOffice-QuickBooks Smart Match
    Payroll Settings
    Send Settings
    Smart Match



RAM
Rates
   How Do I Set Bill Rates for Job Codes?
   How Do I Determine Cost Rate for Expenses?
   How Do I Update Employee Bill Rates?
   How Do I Set Different Billing Rates for Multiple Phases?
    Billing
       How Do I Set Job Code Bill Rates?
       How Do I Set Different Billing Rates for Multiple Phases?
    Job Code
       How Do I Set Job Code Bill Rates?
       How Do I Set Different Billing Rates for Multiple Phases?
    Update
Refunds
   Refunds and Retainers: Project Cancellation
   How Do I Refund Clients?
Register
    License Request
Reimbursable
    Consultant Fees
    Expenses
    Retainer
Remote Access
Reports
   Sample Report
   Control Access to Reports
   Build a Report
   How Do I Run Standard Reports?
   How Do I Print Budget Reports?
   How Do I Export Report Data to Excel?
   How Do I Add Report and Invoice Logos?
   Preferences-Users-Reports
   Preferences-Work Groups-Reports
   How Do I Configure Report Privileges?
   Preferences-System-Report Logos
   Preferences-Custom-Reports
   How Do I Add Custom Reports?
    Configure Privileges
    Custom
    Export to Excel
    Footer
    Generating
       Sample Report
       Run Standard Reports
    Header
    Logos
       Preferences-System Report Logos Settings
       Add Report and invoice logos
    Standard Reports
    User Settings
    Work Groups Settings
Retainer
   Refunds and Retainers: Project Cancellation
   Using a Retainer for Reimbursable Expenses
   How Do I Transfer Retainers Between Projects?
   How Do I Show Retainer Payments on Invoices?
   How Do I Add Retainers?
   How Do I Apply Retainers While Finalizing Invoices?
   How Do I Credit Projects with Retainers?
    Add
    Apply to Invoice
    Using
RFIs
   RFIs
   RFIs
   Projects-Logs Overview
   RFIs List View
   RFI Detail View
   RFI Search Request
    Contacts Logs
    Detail View
    Projects Logs
RFP
   Preferences-RFP-Teams
   How Do I Specify RFP Defaults?
   How Do I Set Up RFP Default Phases?
   Preferences-RFP-Tasks
   How Do I Create RFP Projects?
   How Do I Add RFP Default Tasks?
   How Do I Add RFP Task Types?
   Preferences-RFP-Phases/Job Codes
   Preferences-RFP-Milestones
   How Do I Set Up RFP Milestones?
   Preferences-RFP-Defaults
   How Do I Modify RFP Tasks?
   How Do I Create RFP Teams?
    Create
    Create Teams
    Default Tasks
       Manage RFP Default Tasks
       How Do I Modify RFP Tasks?
    Job Code Settings
    Milestones Settings
       Preferences RFP-Milestones Settings
       Set Up RFP Milestones
    Phase Defaults
       Preferences RFP-Phases Settings
       Set Up RFP Default Phases
    Preferences
    Task Types
    Team Default Settings
Roles
    Preference Settings
RTF format



Sample
   Preferences-Documents-Types
   Preferences - Users - Formats
    Sample Document
    Sample Report
Search
   Find
   Performing a Find
   How Do I Run Standard Reports?
   Transaction Search Request
   Submittal Search Request
   RFI Search Request
   Note Search Request
   How Do I Find Contacts?
   Event Search Request
   Task Search Request
   Drawing Search Request
    Button
    Contacts
    Requests
       Find
       Find
       Find
       Find
       Submittal Search Requests
       Event Search Request
       Task Search Request
        Event
        Tasks
Search Request
   Transaction Search Request
   Submittal Search Request
   RFI Search Request
   Note Search Request
   Event Search Request
   Task Search Request
   Drawing Search Request
Security
   Control Access to Reports
   Grant Security Privileges
   How Do I Set Up Security Work Groups?
   Preferences-Users-Security
   Preferences-Work Groups-Security
    Configure Security Privileges
    Control Reports Access
    Security Work Groups
    User Settings
    Work Groups Settings
Server
   Installation
   How Do I Move Documents on a Server?
   Server Authentication
    Authentication Mode
    Move Documents Folder
Server Authentication
Set Up
    ArchiOffice
    Default
        Printer Settings
        Project Phases
    RFP
       How Do I Create an RFP Project?
       How Do I Set Up RFP Default Phases?
       How Do I Set Up RFP Milestones?
        Default Phases
        Milestones
    Security Work Groups
SF330
   Preferences-Project-SF330
   Projects-General-SF330
SF330 Settings
   Preferences Project-SF330 Settings
   Projects General View-SF330
Shop Drawings
   Default Filing System
   Submittal Detail View
Sick
Sick Time
Slips
   Slips View
   How Do I Create an Expense Entry?
   How Do I Create Time Entries from Events?
   How Do I Create Time Entries?
   How Do I Change Phases for Time Entry?
   How Do I Monitor My Time?
   Preferences-Users-Time/Expense
   How Do I Track Expenses?
    Change Phases
    Create from Event
    Efficiency
    Employee
    Enter
    Slips Require Approval
Smart Match Utility
SQL Server Authentication Mode
Staff
Standard Reports
   Build a Report
   Run Standard Reports
Stats
Stipulated Sum Invoicing
Storage Paths
Submittal
   Submittals
   Submittals
   Projects-Logs Overview
   Submittal Detail View
   Submittal Search Request
   Submittals List View
   Preferences-Project-Submittals
    Detail View
    Find
    Lists
    Preference Settings
Submittal detail
Summary
Sync
   Preferences-Users-Sync
   How Do I Sync with External Applications?
   QuickBooks Integration Settings-Get Settings
   QuickBooks Smart Match
   How Do I Set Up Outlook Syncing?
Synchronization
   Synchronizing Data Overview
   Preferences-Users-Sync
   How Do I Set Up Mac Syncing?
   QuickBooks Integration Settings-Account Assignment
   How Do I Sync with External Applications?
   QuickBooks Integration-Send Settings
   How Do I Add Contacts to an External App?
   QuickBooks Integration Settings-Get Settings
   QuickBooks Smart Match
   How Do I Set Up Outlook Syncing?
   QuickBooks Integration Settings-Payroll Settings
    Contacts
       Sync with External Contact, Email and Event Applications
       How Do I Add Contacts to An External App?
    Emails
    Events
    Mac
    PC
    Preferences
    QuickBooks
       QuickBooks Integration Settings-Account Assignment
       QuickBooks Integration-Send Settings
       QuickBooks Integration Settings-Get Settings
       QuickBooks Smart Match
       QuickBooks Integration Settings-Payroll Settings
        Account Assignment
        Get Settings
        Payroll Settings
        Send Settings
        Smart Match
    Set Up
    User Settings
    With External Apps
Synchronization options
Synchronization Overview
System
   Preferences-System-Defaults
   Preferences-System-Company
   How Do I Load System Defaults?
   Preferences-System-Print Setup
   Preferences-System-Formats
   Preferences-System-Invoice Logos
   Preferences-System-Report Logos
   How Do I Select System Formats?
   How Do I Define System Defaults?
   Preferences - Users - Formats
    Company Settings
    Default Settings
       Preferences-System Default Settings
       Define System Defaults
       How Do I Load System Defaults?
    Format Defaults
       Preferences-System Format Defaults
       Select System Formats
    Invoice Logos Settings
    Print Set Up Settings
    Report Logos Settings
System Requirements


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