The Desktop Portal
Knowledge Base for the Desktop version of SprintSuite.
175 articles
How to Account for Travel in a Do and Charge Invoice – SprintSuite
Sending Supporting Documents with Your Invoice (Invoice Evidence Package Guide)
Projects
Projects
Using the Delivery Docket Feature in SprintSuite.
Mobilising Staff per Cost Code: Step-by-Step Guide
Step-by-Step Guide: Tracking Financials per Cost Code.
How to Add and Manage Notes for Cost Codes in Your Project.
What happens if I disable a row on my quote?
Uploading Invoices According to Cost Codes.
How to Manage Project Plan.
How to Create a Quote.
How to Create a Field Service Job/Project.
How Do I Control Financial Tab Access in Jobs?
How to Delete a Bill Assigned to a PO.
How to Set Up Missing Timesheet Notifications.
What should I do if my Xero disconnects from Sprintsuite?
Staff Members Missing When Filtering by Department in Staff Times.
Why Aren't Staff Members Showing Up When I Create a Leave Request?
Why Aren't Departments Showing Up in Purchase Requests?
How Do I Add External Location IDs for the Pay Run Export Report?
What is the File Upload Size?
Where Do I View My Monthly SprintSuite Invoices and Update Banking Details?
What Happens When You Update Your Email Address?
How Do I Change The Department Of A Staff Member?
How To Search For A Job?
What Happens When I Delete A Timesheet?
Timesheets
Timesheets
How to Use the Bulk Timesheet Entry.
Managing and Submitting Leave Requests: A Guide for Admins, Leave Approvers, and App Users.
Resetting Timesheet Approvals for a Job: A Quick Guide
Entering a Field Service Timesheet with Client Sign-Off
How to Add in a Workshop Timesheet.
Timesheets Tab Within A Job.
How To Push Timesheets To Xero.
How To Create A Workshop Job And Add In A Workshop Timesheet.
Daily Timesheet Entry-How To Enter Job Details On A Timesheet.
Procurement
Procurement
How to Create a Purchase Request and Edit Your Purchase Order.
Creating, Editing, or Deleting a Purchase Order Approver
How to Use the Staff App to Submit a Purchase Request.
How to upload Purchase Request Line Items.
How to make it mandatory to upload a quote when submitting a Purchase Request.
How to Add Suppliers, Link Them to Purchase Types/GL Codes, and Connect Them to Xero.
How to Enter a Bill Against Multiple Purchase OrdersStep-by-step guide to manually split and reconcile a single invoice across multiple purchase orders in Reconciliation > Pending Bills.
📌 Can I Move a Billed Purchase Order (PO) to Another Project?
How to Show or Hide Client Details from Staff.
How to Automatically Adjust Job Dates Using Mobilisations
How to Set Up Custom Fields for Jobs.
How to Enter or Edit Your Quotation For List in SprintSuite
How to Enter or Edit Roles in SprintSuite
How to Create, Modify, and Manage Job Statuses in SprintSuite
Updating Your Billable Companies Details.
Setting Up Note Categories.
Setting a Bill Approval Threshold in SprintSuite
Adding Phases to Jobs in SprintSuite.
How to Make Timesheet Descriptions Optional.
Adding Rates for Staff, Assets, and Items.
How to Integrate with Xero
Controlling User Access to Job Edits During Invoiced Status
How to approve Leave Requests.
How to provide Admin or Staff access.
How to submit a Leave Request.
How to Set Up an Approval Checklist.
How to email the Daily Claim Sheet to the client after timesheet sign off.
How to add Products and Product Codes against your Suppliers.
How to set up Leave Approvers per Department.
How to enter a Payrate Template.
Creating and editing Quote Templates.
Create roles to specify the level of admin access each member of your staff has.
How to set up Leave Types.
How to enter a Location.
How to sync my SprintSuite Clients to my Xero.
How to enter and edit a client in your portal.
How to set up Departments.
How to create your own Invoice Template.
How to update your invoice number sequence.
How to get R&R and leave notifications for more effective mobilisation and avoid overbooking staff
How to get copied into every Purchase Order that is sent out.
Trades and Non-Producing Types.
How to enter Shift Types
How to set up Qualifications.
How to link Suppliers to Xero.
How to enter Purchase Types and GL codes.
How to set up your Purchase Status Threshold.
Setting up Onboarding and Compliance.
How to set up Budgets.
How to set up Job Status Thresholds.
How to set up multiple Client Contacts.
Customise your jobs by colours.
Update your Company Logo on your portal.
How to Manage Contractors (and Subbies)
How To Add Variation To Quote
How to Invoice Your Purchases and Timesheets.
How to Copy a Job.
Financials Tab within a Job.
What is a job?
How to Create a Job.
What is the Receipts Tab within a Job.
How to Create a Quote.
Manage Job tasks
How to Mobilise Your Staff and Assets.
How do staff enter timesheets through the staff portal? How are they approved ?
Timesheet Reconciliations on a Job.
Invoicing and Push to Xero
How are Purchase Orders sent for approval and how are they receipted?
How to approve purchase orders on a job
Functions once a PR has been approved: Applying Supplier Credit Notes
Quote views and export options.
Managing and Reconciling Bills in SprintSuite: A Step-by-Step Guide
Inclusions and Exclusions available when quoting.
View purchase request history in a job
Manage Invoicing and Progress Claims in Sprintsuite
Job file management
Manage notes on a job
Manage photos on a job
Invoicing in Sprintsuite
How to Run a Labour Cost Report
How to Run an End of Month (EOM) Bills Report
View a report for your Incidents/Hazards.
Pay Run Report (Timesheet data ready for Payroll)
Reporting and the training matrix
Reporting and staff hour utilization
General reporting
The Financials Report can be filtered by Department.
How to set up the pre-start sms notification to responsible staff
Get Notified When Your Qualifications Expire via Email.
To view the account types in your portal, export a report.
Accommodation register
How to Record your Assets.
How do I deactivate a Staff Profile?
How do I change the user type of staff?
How to Set Up Your Staff.
Remove staff from appearing on your Staff Scheduler.