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How To Add Expenses in Books
How To Add Expenses in Books Step 1: Open Books Tab and Go to "Expenses" Step 2: Click on "+ Add Expenses" Step 3: Enter the necessary details, Click on "+ Add Items" to add Expense Details To Link expense to a project, Switch the toggle button and ...
How To Add Items in Books
How To Add Items in Books Step 1: Open Books Tab and Go to "Items" Step 2: Click on "+ Add Item" Step 3: Enter the necessary details In category, if you want to add a new category, Click on "+" Add the Category Name and Click on Create Step 4: Click ...
How To Add Inventory in Books
How To Add Inventory in Books Step 1: Open Books Tab and Go to "Inventory" Step 2: Click on "+ Add Inventory" Step 3: Enter the necessary details Enable Low Stock Warning if required In category, if you want to add a new category, Click on "+" Add ...
How To Update Multiple Projects and Leads At Once
Sometimes you might want to move several projects at once, reassign leads to someone and many more cases. This post covers how to do some commonly asked-for operations. Moving All/Selected Multiple Projects from One Lane To Another / Reassigning ...
Advanced: How to change your account email?
If you want to change the email of an admin of your organisation: Reach out to your Solar Ladder account manager. If you want to change the email of a regular user of your organisation, follow the following steps: Go to Settings -> Team Members Click ...