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Adam Gurley

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Activity overview

Latest activity by Adam Gurley

  • Adam Gurley created an article,

    2021

    May 5, 2021 Invoice items can be associated with services View status when adding existing services to a Job Job items support external ids Quote API retur...

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  • Adam Gurley created an article,

    ServiceTrade Certifications Overview

    The ServiceTrade certification courses are powerful tools that will assist you and your employees in becoming experts in the use of ServiceTrade's software. These courses are rich, in-depth materia...

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  • Adam Gurley created an article,

    What is an Integration?

    This article will provide you with an overview of the various ways in which ServiceTrade can work with your accounting system. Our solutions fall into one of two buckets, Connectors and Integration...

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  • Adam Gurley created an article,

    Syncing Sage 300 CRE AR Invoice Payments with ServiceTrade Invoice Payment Details

    Prerequisites Pixis Manager Console App for Sage 300 CRE Export AR Invoice Payment Sync  Walkthrough Video Walkthrough In Accounts Receivable Select Tasks > Enter Cash Receipts. Select the entry...

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  • Adam Gurley created an article,

    Field Invoicing from the Mobile App (iOS/Android 3.2)

    What’s Included This release gives techs the ability to generate and send invoices in the field from the ServiceTrade Mobile App without requiring that they use tablet mode.    How You Benefit Exp...

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  • Adam Gurley created an article,

    Setting Up ServiceTrade Time Entry View in Sage 300 CRE

    1. Open Payroll Click Tools > Customize Time Entry     2. Setup ServiceTrade Template  Type ST IMPORT in View  Type ServiceTrade PR Import in Description  Add the following columns only if app...

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  • Adam Gurley created an article,

    Payroll Terms for Time Entry Columns

    You can use the Customize Time Entry Views window to set up time entry views that can include the columns shown in the following table. A time entry view is used when entering earnings during Enter...

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  • Adam Gurley created an article,

    ComputerEase FAQs

    What versions of ComputerEase are supported? ComputerEase versions 12.0 or above are supported. What versions of Windows is required on my ComputerEase server? Windows Server 2012 or above with ...

    • Adam Gurley
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  • 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,

    Exporting and Importing Purchase Orders from STAC into Sage 300 CRE

    Prerequisites Premium User Onboarding-Completed Table of Contents Exporting Purchase Orders from ServiceTrade Importing Purchase Orders into Sage 300 Before exporting Purchase Orders 1. Servic...

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