Legacy How-To

Send an Invoice to your Client
1. Click on the JOBS menu then select the Invoices tab 2. Select the desired invoice by clicking on the Invoice # 3.  Make necessary changes 4. Click E...
Wed, 6 Mar, 2019 at 3:15 PM
Request Invoice Customization
If our standard invoices don’t exactly fit for your purpose/requirement, please feel free to ask for customization. Please send email to support@nextcrew.co...
Thu, 28 Feb, 2019 at 10:56 PM
How to Integrate NextCrew to QuickBooks Online
Already have QuickBooks Online and would like to integrate with your NextCrew platform? 1. From your web-browser go to    https://quickbooks.nextcrew.co...
Thu, 8 Apr, 2021 at 9:00 AM
Change Invoice Status on Job Order
Whether you are opening an existing order or creating one you can change the invoice status within the Job Order  1. Create a Job Order or open an existing...
Wed, 6 Mar, 2019 at 3:15 PM
Change Invoice Status on TimeSheet
1. Navigate to the JOBS menu then the Timesheet tab  2. Use filters to narrow search for timesheet records 3. Select desired Timesheet navigate to the I...
Thu, 28 Feb, 2019 at 10:54 PM
Bill Client for Crew Reimbursement(s) on an Invoice
It is often necessary for a business to compensate crew members for spending personal funds on business expenditures by simply adding reimbursement sums to ...
Wed, 6 Mar, 2019 at 3:14 PM
Delete Invoice
1. Click on the JOBS menu then select the Invoices tab 2. Click on trash can to delete entire line item invoice 3. Select Yes to confirm deletion of i...
Mon, 24 Jun, 2019 at 1:52 PM
View Reports
1. Click on Reports 2. Click on arrow to expand report category Optional: Add Favorites by clicking on the star next to the report name to ...
Mon, 26 Nov, 2018 at 2:03 PM
How To: Timesheet Audit History Report
This report will give you more visibility into what is happening or has happened with a time sheet.  Examples :  you need to know who changed the...
Tue, 1 Nov, 2022 at 1:37 PM
View Daily and Weekly Hours on Job Invites
             1. Click on Workspace      2. Click on Orders      3. Click on Jobs      4. Click on three dots      5. Click on Invite    ...
Fri, 24 May, 2024 at 10:26 AM