[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”27px|0px|27px|0|false|false” make_fullwidth=”on”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ custom_margin=”||40px|||”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” custom_padding=”3px|1px||||” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n
1.<\/span>\u00a0Create Document (Sales Quotation<\/a><\/span>,\u00a0Purchase Order<\/a><\/span><\/span>, Purchase Invoice<\/a><\/span>, Timesheet<\/a>, Bill Reimbursement<\/a><\/span><\/span>) or Find<\/a> <\/span>it.\u00a0<\/span><\/p>\n 2.\u00a0\u00a0<\/span>Complete all details.<\/span>\u00a0<\/span>Mandatory fields<\/strong>\u00a0<\/span>are red underlined (can be different by company\u2019s settings).<\/span><\/p>\n 3. Pair element to a Job\/ Client Overhead \/ Internal Overhead<\/strong>. Type into Type To Search\u00a0<\/strong>at least\u00a0first three letters of Job\u2019s<\/strong> name or\u00a0Overhead\u2019s<\/strong> name.<\/p>\n 4. Choose<\/strong> from existing Jobs, Client or Internal Overheads.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/pair.gif” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.26.5″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”3.27.4″ text_font=”|300|||||||” custom_margin=”|40px|40px|||”]<\/p>\n 5. Copy it to other items with small square (like in Excel). Finally, it is paired to the Job<\/strong>.<\/p>\n 6. Press SAVE<\/strong> button.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/MAN_SALESQQQ.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.23″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”3.27.4″ text_font=”|300|||||||” custom_margin=”|40px|40px|||”]<\/p>\n 7.\u00a0 Perfect! You have Allocated money.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all”]<\/p>\n Get in Touch<\/b><\/span><\/p>\n