Adam Gurley
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Activity overview
Latest activity by Adam Gurley-
Adam Gurley created an article,
Updating ServiceTrade Job Items with Accounting Stamp
Prerequisites Exporting Payroll Labor Hours from ServiceTrade Exporting Purchase Orders from ServiceTrade Exporting Direct Project Cost from ServiceTrade 1. Log into ServiceTrade Accounting Conne...
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Adam Gurley created an article,
Requesting Service Reviews from Customers
We have built NearbyNow's review platform right into ServiceTrade to make requesting reviews incredibly simple. There are two places in ServiceTrade to request Service Reviews: Work Acknowledgeme...
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Adam Gurley created an article,
Service Reviews Setup, Resources, and Troubleshooting
Service Reviews allow you to collect and display happy customer reviews and use them as marketing impressions to drive and convert web traffic. Click here for more information about what Service ...
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Adam Gurley created an article,
Importing Purchase Orders from STAC into Sage 300 CRE
Prerequisites STAC Connection: Purchase Order Import Walkthrough Video Walkthrough 1. Login to Sage 300 CRE Company for which you want to import records 2. Open Job Cost. Tools > Import > Commi...
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Adam Gurley created an article,
Import Direct Project Cost from STAC into Sage 300 CRE
Prerequisites STAC Connection: Project Direct Cost Import Walkthrough 1. Login to Sage 300 CRE Company for which you want to import records 2. Click Tools > “Import” > Direct Cost 3. Click the “....
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Adam Gurley created an article,
Importing Labor Hours from STAC into Sage 300 CRE
Prerequisites N/A Walkthrough Video Walkthrough 1. Login to Sage 300 CRE Company for which you want to import records 2. Open Payroll. Tools “Import Time”. 3. Click “List”. 4. Browse to loca...
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Adam Gurley created an article,
Entering Invoice Cash Receipts in Sage 300 CRE
Note: Negative deposit and deposit item amounts cannot be entered. Retrieve the current deposit report from the Payment Portal In Accounts Receivable Select Tasks, Enter Cash Receipts. Select the ...
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Adam Gurley created an article,
Importing AR Invoices from STAC into Sage 300 CRE
Prerequisites STAC Connection: AR Invoice Import w/ Reverse Output Walkthrough Video Walkthrough 1. Login to Sage 300 CRE Company for which you want to import records. 2. From Sage 300 CRE Deskto...
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Adam Gurley created an article,
Exporting Direct Project Cost using ServiceTrade Accounting Connector
Prerequisites Premium User *Onboarding-Completed Before exporting ServiceTrade Direct Project Cost ServiceTrade Job must be in a Status of ‘Completed’ Direct Cost Job Item Source Warehouse a...
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Adam Gurley created an article,
Exporting Purchase Orders using ServiceTrade Accounting Connector
Prerequisites Premium User Onboarding-Completed What you need to know before exporting Purchase Orders 1. ServiceTrade Job must be in a Status of ‘Completed’ 2. Job item requirement: Source-Part...