How-To

Tag a Timesheet
1. Navigate to the JOBS menu then the Timesheet tab  2. Use filters to narrow search for timesheet records 3.  In desired Timesheet record click on Tags...
Mon, 23 Sep, 2019 at 12:39 PM
Approve Timesheet Record
Please note, once the timesheet is approved by an administrator the timesheet will be locked and clients and crew members will not be able to modify. 1....
Mon, 29 Oct, 2018 at 2:40 PM
Export Timesheet Records
Use our timesheet module to export detailed information about records in row format. Timesheet record(s) can be opened in a spreadsheet such as Excel or Pay...
Mon, 29 Oct, 2018 at 2:41 PM
Export to Royal Bank of Canada
1. Mark all Timesheets status Approved 2. Verify ACH for accuracy     a. Reports then RBC Bank Info  3. Export RBC file and save     a. Reports then RBC...
Thu, 20 Feb, 2020 at 12:07 PM
Export to Paychex
Once employees setup, please follow the instruction below to export timesheet hours and upload into Paychex. Please keep in mind that, only APPROVED timeshe...
Thu, 20 Feb, 2020 at 12:05 PM
Review Crew Member's Work Performance
Performance reviews are one of the most important communication tools an organization can use. It will benefit both the employee and their employer. It is a...
Mon, 29 Oct, 2018 at 2:43 PM
Create an Invoice
You could open Word or Excel to create your own form from scratch, but you would still need a good sample or template to guide your work, with NextCrew we d...
Mon, 29 Oct, 2018 at 2:45 PM
View Invoice List
For many functions that you need to perform when running your business, you need to run a report. Reports are extremely versatile and allow you to create li...
Wed, 6 Mar, 2019 at 3:12 PM
Add a Purchase Order Number on Invoice
If the client issues purchase orders(POs), enter the number of the purchase order that authorizes this purchase For larger scale companies they may be requi...
Wed, 6 Mar, 2019 at 3:13 PM
Add Surcharge/Discount on an Invoice
Creating a discount on your invoice is as simple as adding another product line item with a negative price.   1. Click on the JOBS menu then Invoices ...
Thu, 28 Feb, 2019 at 10:43 PM