Open Google Slides of this Presentation View Recording of this Presentation Tips and Tricks for a Great Customer Invoice Almost 10 years ago, we showed you how to create a
Open Google Slides of this Presentation View Recording of this Presentation Tips and Tricks for a Great Customer Invoice Almost 10 years ago, we showed you how to create a
Question: I know that financial data on my PAPT (Pay Application Print Template) comes from my SOV workbook, which in turn comes from my Project Setup and Pay Application documents.
Question: I understand that to create a Pay Application Print Template (PAPT), I should use defined names in my formulas and cell references. How can I see what defined names
Open Google Slides of this Presentation View Recording of this Presentation How To Create a Great PAPT [See also November 2014 webinar] The Pay Application Print Template (PAPT)
Question: Why did my PAPT stop working when I added subtotals? Why did I get an error ‘Copying SOV data to PF‘ when trying to open my PAPT? Answer: If
Purpose & Scope: Many upgrades and updates to Microsoft Office reset all security defaults to the highest protection level. This is a Microsoft action and unfortunately does not immediately indicate
Question: Can I prevent certain line items on my SOV from being included in the PAPT (Pay Application Print Template) output. Answer: Yes, if you use Billing Codes. Make the
Summary: The SOV Billing module of sfPMS supports only PAPT versions identical to the Spitfire system version. This requires that each site download its PAPTs from the Spitfire Template library, apply
Question: I notice that there are different types of templates in the Templates tool (found on the Manage and System Admin dashboards). What are all these template types used for?