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Knowledge base
Buildlogic Website
Xero Integration
5
How To Sync with Xero
Xero Payroll Setup/Integration
Troubleshooting Xero
How Does Buildlogic Integrate With Xero - Dataflow Diagram
Connecting To A Second Xero Company File
Integration
21
Adding a Tax Code
Importing Contacts from Accounting System
Link Cost Code to Accounting System Cost of Sale Account
Linking a Job to Accounting System
Updating Accounting System Contact
View all 21
System Setup/Global Settings
13
Adding Contacts into Buildlogic
Importing Price Lists
Re-sizing/Re-order Columns
Reference Codes – Why are they set up in 2 places?
Document Register - Setting Up
View all 13
Reporting
10
Adding New Template Reports
Editing Fields In Advanced Mail Merge Templates
Editing Tables In Advanced Mail Merge Templates
Documents saving into downloads folder instead of Dropbox,Onedrive,Sharepoint.
Table In Template Is Not Producing Correctly
View all 10
Shortcuts
1
Copy Down Function
Online Time sheets
0
Claims
5
Linking a Head Contract Progress Claim already in Accounting System
Raising a Progress Claim Against a Lump Sum Job
Setting up Claim Stages
Downloading cost plus invoice documents
Apply % Progress Claim
Purchase Orders
5
Coding Errors on Purchase Orders/Bills
Document Register
How To Delete Multiple Lines In A Purchase Order
How To Delete Multiple Purchase Orders
How to add supplier invoice documents to purchase orders
Variations
5
Adding A Head Contract Variation
Export Variation Summary
Un-Approving a Head Contract Variation
Deleting Lines From An Approved Head Contract Variation
Claiming A Head Contract Variation That Is Awaiting Approval
Jobs
9
Archiving Jobs
HOW TO DELETE A LINKED JOB
Why we need a job before we can create a purchase
Splitting a Budget in a Project/Job
Removing Columns on the Job List screen
View all 9
Retention
0
Forecast
3
Checking Cost to Complete
Reset or Remove Cost To Complete Figures
Forecasting How to - View by & Cost to Complete
Contracts
4
Adding Insurance Details to Contacts
Approval Types And Setup - Contracts, Purchases, Variations, Provisional Sums
How to add supplier invoice documents to contractor claims
Subcontracts - Budget Details vs Contract Details
Errors
1
Failed To Retrieve Access Token (One Drive, Share Point, Drop Box)
Dashboard
1
DASHBOARD – WEB VERSION
Calendar
1
Calendar
Cash Flow
1
Buildlogic Cashflow
Site Diaries
1
How To Set Up Site Diary App
Gant Chart
1
Activating and Using The Gant Chart
Contractor Claim Portal
2
SUBBIE PORTAL – SUBMITTING YOUR CLAIM (subcontractors)
SUBBIE PORTAL – SETTING UP A SUBBIE TO CLAIM
FAQ
4
Can I Create A New Claim Without Sending Previous To AS
Creating a New User
Creating a Field User - MYOB
Creating A Field User - Xero
Website Troubleshooting
4
Claim Stages Do Not Show In Progress Claim
Search Box On Job List Screen Prefills With Old Data
Other Functions Dropdown
Transactions Not Appearing In Progress Claim
Template Troubleshooting
0
Document Register
1
Distribution List Function
Template
1
Adding Contact Certificate (Insurance) Details to a Template
Day Sheets
1
BUILDLOGIC DAY SHEETS – WEB VERSION
General Setup Instructions
0
Buildlogic Mobile App
General
3
How to Set Up Mobile Application Shortcut (Google Chrome)
How to Set Up Mobile Application Shortcut (Safari)
QR Code Check In/Out
Action Items
0
Home Page
0
Deliveries
1
BUILDLOGIC MOBILE DELIVERY APP
Jobs
0
Settings
0
Time Sheets
5
How To Create a Timesheet on Buildlogic Mobile
Setup - Entering Time on Behalf of Another User
Entering Timesheets For Other Users
Approving a Timesheet on Mobile App
Copy Previous Timesheet
Site Diaries
0
Mobile Troubleshooting
0
Website release notes
Release notes
69
Release 4-Sep-2020
Release 3-Sep-2020
Release 15-Sep-2020
Release 22-Sep-2020
Release 12-October 2020
View all 69
Buildlogic Pre-sales
Dindo
1
Integration between Dindo and Buildlogic
Work flow
11
Contract approval from Subbie Portal
Sending Bulk Transactions to Accounting System
Create a Purchase Order
Forecasting and Managment Reporting
Cost Plus Progress Claims and Setup
View all 11