Merging and Deleting ContactsMerging and Deleting Contacts

Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay to delete the duplicate Contact or is there a way

Adding a New Recur (How Often) IntervalAdding a New Recur (How Often) Interval

Did You Know? You can set up a Recur interval to be used by the Compliance Type, Alert Type and Alert Subscription tools. By default, the choices offered are Daily,

Editing Fields on Closed DocumentsEditing Fields on Closed Documents

Question: I know that we cannot make changes to a document after it is set to a closed status (and the document becomes read-only), but sometimes we need to add

Attaching Documents to Another DocumentAttaching Documents to Another Document

Question: Is it possible to connect one or more documents to another document in Spitfire? Answer: Yes, if by “connect” you mean attach one document to another. You may also

Microsoft Office “Save As” Issue for Spitfire Workbooks in ExcelMicrosoft Office “Save As” Issue for Spitfire Workbooks in Excel

Did You Know? You should not save BFA, SOV and Project Cash Flow workbooks outside of Spitfire (that’s what Supplemental workbooks are for), yet Microsoft Office likes to default saves

Removing or Deleting Change Items from the RegisterRemoving or Deleting Change Items from the Register

Question: How can I get rid of a Change Item if I no longer want it? When I delete it from a Change Order document, it still shows up in

Preventing Negative EAC (Budget) LinesPreventing Negative EAC (Budget) Lines

Question: When we tried to approve a Change Order, we got a message about “negative EAC.” What does this message mean? What are our options when we get that message?

Ordering Non-Document ColumnsOrdering Non-Document Columns

Did You Know? In Power UX, it is very easy to reorder the columns on your dashboards that appear in grids. And in Classic UI, it is the UI Configuration

Handling a Pay Request CreditHandling a Pay Request Credit

Question: A vendor has issued us a credit. Is there a way to process a Credit Memo through a Spitfire Pay Request document? We are integrated with an accounting system.

Get Link Option for DocumentsGet Link Option for Documents

Question: While much of our communication is automated through Spitfire, sometimes I just want to send an email to another Spitfire user so they can take a look at a