System Setup/Global Settings

Adding Contacts into Buildlogic
To add a new contact in Buildlogic go to the contacts menu at the top of the page and select the list option.   Here you will have buttons at the t...
Wed, 24 Nov, 2021 at 3:15 PM
Importing Price Lists
Price Lists from suppliers can be imported into Buildlogic if they can be obtained in an .csv format. The format required is as follows:       (Item...
Thu, 10 Dec, 2020 at 1:59 PM
Re-sizing/Re-order Columns
On most screens you can re-size or re-order the columns to suit your own preferences. To allow these settings to remain as you left them they need to be sa...
Thu, 28 May, 2020 at 10:39 AM
Reference Codes – Why are they set up in 2 places?
One of the major changes when the Buildlogic web software was developed is the ability to run multiple jobs across different accounting system company files...
Wed, 9 Dec, 2020 at 9:38 AM
Document Register - Setting Up
Set Up Ensure you turn on user permissions for the Document Register by going to the User permissions and under 'Core' module tick the 'Documen...
Mon, 7 Dec, 2020 at 2:44 PM
User Permissions on Jobs – Client Administrator only Function
The Buildlogic web version allows the Client Administrator give users access to see some or all jobs. User only need to see the jobs that they are working o...
Thu, 1 Oct, 2020 at 5:00 PM
How To Add A New Reference Code To Buildlogic
*To access the system menu you need to be a client administrator* If you need to add a new reference code to Buildlogic there are a few steps you need to t...
Wed, 19 May, 2021 at 11:22 AM
Getting started with Xero - Buildlogic Setup
After some minor initial setup, Buildlogic and Xero are able to communicate with each other.  Transactions can be put into either Buildogic or Xero initiall...
Thu, 14 Oct, 2021 at 8:32 AM
Xero integration - FAQ
Buildlogic integrates with Xero via a sync tool built into the software, this tool pulls all the transactions from Xero into a holding file behind ...
Wed, 4 Aug, 2021 at 12:21 PM
How To Add/Remove Or Transfer Modules Between Users
The ability to assign different user access has been shifted to the site administrator for greater convenience and control. If you have an employee star...
Tue, 5 Oct, 2021 at 2:25 PM