WHAT’S NEW v3.013.0285
Listed here are the latest enhancements and changes to SiteFusion. FINANCIAL: Remittance address and contact for income and expense records is now saved for each customer and vendor, and will ...
Logging Out
To log out, you simply need to close the main screen. There are two ways SiteFusion handles your presence and use of the system. 1) The desktop client checks to see if you are active on your ...
How to update your Credit Card
If your credit card is expiring or you would like to change the card being billed, you can update or change your credit card information in a few easy steps. To update your credit card from the ...
User Market Restriction
This video will demonstrate how to restrict a users ‘Market’ and once that’s done, what the user will have access to.
How to Automate Date Forecasting and Task Dependencies
SiteFusion has tools which allow you to automatically forecast dates and allow tasks to start based on the completion of predecessor tasks. So if task “A” was estimated for 5 days, ...
How to use ‘Custom Details’
The ‘Custom Details’ tab is a list of custom field which all users can complete. All system users can complete the fields. Any information about a ‘Location’ can be ...
Create a new project
In this video, we take you step-by-step to create a new project, explaining the some of the features of SiteFusion which help you do this.
Create a New Invoice
In this video we show you how to create a new invoice. You will see how to add the customer, assign a project, account, and term to the invoice, then save the invoice.
Update Error
Problem: If you encounter an error updating SiteFusion on your computer, or are notified of an update every time you launch it even though you already performed an update. Solution: In this ...
Whats New 2016-12-04
Whats New Date: 2016-12-04 Listed here are the latest enhancements and changes to SiteFusion. New feature – Lease Tracking! If your company owns and leases property or property rights, you ...