The Desktop Portal
Knowledge Base for the Desktop version of SprintSuite.
216 articles
Projects
Projects
How to Create a Project.
How to Create a Quote.
What happens if I disable a row on my quote?
Managing Project Quote Templates
📥 Upload an Entire Project Quote
📄 Project Quotes: Adding Optional Line Items
Quote Activity Log
How to Manage Project Plan.
Step-by-Step Guide: Tracking Financials per Cost Code.
How to Add and Manage Notes for Cost Codes in Your Project.
Uploading Invoices According to Cost Codes.
🧾 Managing Quote Line Items After Project Conversion
🧾 Project Quote Branding by Billable Company
📥 Project Quote CSV Import — Knowledge Base Guide
Using the Delivery Docket Feature in SprintSuite.
How to Account for Travel in a Do and Charge Invoice – SprintSuite
Sending Supporting Documents with Your Invoice (Invoice Evidence Package Guide)
Invoicing and Push to Xero
How to Create a Job.
How to Copy a Job.
How to Create a Quote.
Manage Job tasks
Manage photos on a job
Manage notes on a job
Job file management
Manage Invoicing and Progress Claims in Sprintsuite
View purchase request history in a job
Inclusions and Exclusions available when quoting.
Managing and Reconciling Bills in SprintSuite: A Step-by-Step Guide
Quote views and export options.
Functions once a PR has been approved: Applying Supplier Credit Notes
How to approve purchase orders on a job
How are Purchase Orders sent for approval and how are they receipted?
How to Manage Contractors (and Subbies)
Timesheet Reconciliations on a Job.
How do staff enter timesheets through the staff portal? How are they approved ?
How to Mobilise Your Staff and Assets.
What is the Receipts Tab within a Job?The Receipts tab allows you to upload, manage, and track receipts related to a specific job in SprintSuite.
What is a job?
Financials Tab within a Job.
Invoicing in Sprintsuite
How To Add Variation To Quote
Procurement
Procurement
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 Create a Purchase Request and Edit Your Purchase Order.
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 Run an End of Month (EOM) Bills Report
How to Upload a Bill in SprintSuite
How to Set a Default Tax Type for Supplier Bills in SprintSuite
Adding Negative Bills in SprintSuite
How to Track a Single Purchase Order Across Multiple Jobs
🔄 Xero Push Status for Bills
✅ Closing a Purchase Order with Outstanding Inv
SprintScan – Rejected Tab in Reconciliation
📂 Customising the Purchase Orders View
🧾 Pushing Receipts to Xero
Timesheets
Timesheets
Timesheets Tab Within A Job.
How to Use the Bulk Timesheet Entry.
Asset Timesheets
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 Push Timesheets To Xero.
Daily Timesheet Entry-How To Enter Job Details On A Timesheet.
How to Enter Future TimesheetsSprintSuite lets Admins and (if enabled) Staff enter future-dated timesheets for upcoming shifts.
Tracking Staff Kilometres in SprintSuite
⏱️ Kiosk Job Pre-Selection for Clock In/Out
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
✅ Managing Leave Requests in SprintSuite
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.Learn how to create a professional, easy-to-use quote template to suit your business needs in SprintSuite.
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.
Managing Job Statuses
How to set up multiple Client Contacts.
Customise your jobs by colours.
Update your Company Logo on your portal.
How to Set Your Default Timezone in SprintSuite🌏 Timezone Settings
How to Add Custom Folders to Your Directory Templates
How to Set Up SprintScan in SprintSuite
SprintScan is HereMeet SprintScan: lower monthly costs, Aussie-built, and made for mining & engineering contractors like you.
🔌 How to Disconnect Rossum
📄 Quote PDF Toggles
Why Your Xero Connection Might Disconnect in SprintSuite
How Do I Add More Users (Seats) to My Account?
🛑 Turning Off Budget Threshold Email Notifications
Managing Folders and Files
Managing Client Signer Details on the Daily Claim Sheet PDF
Day Shift Detection Settings
Health & Safety Settings
📘 Rate Cards – Feature Guide
Custom Job Numbers — Setup Guide
Terminating Staff Members
Client Primary Contact Auto-Populates in Jobs
📝 Quote Payment Terms in SprintSuite
📘 Invoice PO Back to Client – How It Works
💳 Setting Up Invoice Payment Terms in Clients
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.
📤 How to Export Your Staff List
Accommodation register
How to Record your Assets.
How do I deactivate a Staff Profile?
How do I change the user type of staff?
How Do I Create Staff Profiles in SprintSuite?
Multiple Departments in Staff Profiles
🔧 Viewing and Managing Pre-Starts in the Assets Register
🚧 Work in Progress Report (WIP)
📄 Job Status Report
👥 Staff Mobilisation Report
🏗️ Job Mobilisation Report
💰Pay Run Report
🧾Department Invoice Report
👷 OEM Contractor Hours Report
👷 Contractor Report
🛂 Track Import Report
📊 Budgets Report
⏰ Staff Expiry Report
🕒 Timesheet Reconciliation Report
🧾Timesheet Entry Invoice Report
💰Financials Report
How to Run a Labour Cost Report
👷 Labour Cost Report
⚠️ Incident and Hazard Report
View a report for your Incidents/Hazards.
🧾Purchase Request Report
📦 Purchase Order Report
🏗️ Cost WIP Report
🏗️ WIP Report (NEW)
👷 Utilisation Report
Hour Utilisation Report
⏱️ Job Times Report
⏱️ Timesheet Hour Report
🗂️ Project Report
📊 Project WIP Report
Setting up Department P&L reportThis guide explains how to configure the mapping and templates required for Department P and L reporting. The setup involves mapping purchase types, mapping shift types, and creating a period…
How to Use the Staff Qualifications Report
How to Use the Data Export in Reporting
Receipts Report
How to Track Qualifications in the Training Matrix
📄 Asset Compliance & Asset Matrix – User Guide
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?