The SOV Print Form is the Project Summary for with the print section enabled. Using the print section of the form, you can select whom to address to from a
Integrated with an Accounting System If your site is integrated with an accounting system such as Microsoft Dynamics SL or with Acumatica Cloud ERP, you can choose to acquire an
Throughout the course of your project, you can create, open, and update your SOV workbook as many times as necessary. When it is time for final billing, you can use
You can choose to release retention at final billing or at a later date. During the final billing process, the calculation of sales tax (if any) becomes more complex because
At any time you can save your SOV workbook. The process of saving has been modified to save only the data related to changes. The same is true if you
If you have created a supplemental workbook to use with your SOV data, you can easily access the supplemental workbook from with in SOV workbook. To open a supplemental workbook:
Question: How can I create a file from a Microsoft Word or Excel template and attach it to my document? Video recorded on V2016 Keywords: automatic file,
Explanation: When you are in an editable field in sfPMS, the [Backspace] key does exactly what you expect it to do: erases the previous character. However, if the focus of
Questions: What are my route status options when a document is in my Inbox? Can I send a document back to a previous routee? Video recorded on V2016 Keywords:
Questions: What is the difference between Pending and Pending Any on a document’s route? How can I give the Pending Any route status to routees on the same Seq number?
