Linking to Your Own Browser Report Documentation
Did You Know? Now that all reports in the Report Browser in Power UX provide links to our documentation about…
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Uncategorized
Deleting or Reversing Posted Owner Change Orders
Question: We made a mistake on a Change Order that was accidentally approved. Is there a way to change the…
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Merging and Deleting Contacts
Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay…
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Adding Document Search Boxes to the Quick Bar
Question: Our Accounting staff needs to be able to quickly find specific Pay Request invoices in Spitfire. Is there an…
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KBA-01845: Microsoft Entra Authentication
Question: Can I enable Microsoft Entra authentication for my site? Answer: Yes, if you are on V23 (Build 8800+). Our…
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% Paid Condition for Compliance
Did You Know? When you set up Compliance tracking for your projects, you can have a Compliance type be treated…
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Using the RR_ and RC_ Prefixes
You can use the RR_ or RC_ prefix in front of any bookmarks that include the aliases listed below (ex:…
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Routing/Sending a Document Back
Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if…
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Creating a Request for Quote (RFQ)
There are three ways you can create an RFQ document: From the Project Dashboard – use this method whenever you…
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