Buildlogic Pty Ltd

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 20

• 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 20

System Setup/Global Settings 16

• 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 16

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 1

• Can I Create A New Claim Without Sending Previous To AS

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

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

Release notes 64

• Release 4-Sep-2020
• Release 3-Sep-2020
• Release 15-Sep-2020
• Release 22-Sep-2020
• Release 12-October 2020

View all 64

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