Procurement & Budgeting
Procurement Workflow
- Procurement Templates - Settings
- How to Send out RFQs
- How to create Procurement documents: PO, Proposal, and Invoices.
- Order Tracking V2
- How to Create a Supplier Invoice
- How to create Client Invoices
Budgeting & Cost Tracking
- How to Track and Set Up Budgets
- Cost Analysis
- How to Add Rates and Setup Formulas
- How to Set Up New Tax Rates
- How to Add Service and Retainers
- How to Build your Area Plans
QuickBooks Online Integration
- Quickbooks Integration Guide
- What the integration between Fohlio and QuickBooks covers - Technical guide
- Quickbooks Integration - Part I - Connection & Tax Agencies
- Quickbooks Integration - Part II - Chart of Accounts & Sending Documents
- Quickbooks Integration - Part III - FAQ & Troubleshooting
- QuickBooks Integration Extended guide-Limitations