The Desktop Portal
Knowledge Base for the Desktop version of SprintSuite.
249 articles
Projects
Projects
- How to Create a Project.
- How to Create a Quote (Project)
- 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)
- ✨ Quote Templates: Rich Text Editor & Custom Section Titles
- How to View Invoices as GST Inclusive or GST Exclusive
- How to Create and Use Roster Templates in Project Quotes
- Exporting a Custom Job Card PDF
- How to Create a Job.
- How to Copy a Job.
- How to Create a Quote (Field Service Job)
- 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 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
- How to Manage Subcontractor Bills in Sprintsuite
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 (PR) in SprintSuite
- 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
- ✅ Closing a Purchase Order with Outstanding Inv
- SprintScan – Rejected Tab in Reconciliation
- 📂 Customising the Purchase Orders View
- 🧾 Pushing Receipts to Xero
- How to Bulk Upload Receipts via CSV
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
- 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
- Timesheet and Payroll Processing Guide
- Sending an Email for Approval to a Client
- How to enter Shift Types
- 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 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 Automatically Adjust Job Dates Using Mobilisations
- How to set up Qualifications.
- 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 enter a Payrate Template.
- How to Show or Hide Client Details from Staff.
- 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 add Products and Product Codes against your Suppliers.
- Creating and editing Quote Templates.Learn how to create a professional, easy-to-use quote template to suit your business needs in SprintSuite.
- How to set up Leave Approvers per Department.
- How to Set Up an Approval Checklist.
- How to submit a Leave Request.
- How to provide Admin or Staff access.
- ✅ Managing Leave Requests in SprintSuite
- Controlling User Access to Job Edits During Invoiced Status
- 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
- 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
- 🚀 Approval Checklist: Notifications, Task Assignment & Tracking
- 🧾 Receipts: Invoice Back to Client
- Job Status Notifications
- How to set up Project Quote Revision Numbers
- Connecting to the SprintSuite API - Quick Start
- 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
- How to Create Custom Fields in Staff Profiles
- Custom Fields for Assets
- 🚧 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.
- 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?
- What is SprintPay?
- Chart of Accounts Integration
- Integrating SprintPay to SprintSuite
- Pay Categories
- Pay Condition Rules
- ATO and STP Setup
- Business Superannuation
- Work Types
- Tags, Locations and Rule Sets
- Common Troubleshooting
- Email Sender Authentication - Setting up Domain Keys Identified Mail
- Opening Balances
- New Employee Set Up - Integration SprintSuite - SprintPay
- Processing Timesheets in SprintPay
- Processing Timesheets in SprintPay (BI-MONTHLY ONLY)
- Creating and Finalising Pay Runs
- Adjusting Wages after Payrun has been Processed.
- Cost Integration between Employment Hero Payroll/SprintPay and Sprintsuite
- How to Update an Employee from Casual to FTE
- Leave Requests from Sprintsuite
- Public Holidays - Paid on Timesheet Employees
- Timesheet Accuracy
- Syncing Back to SprintSuite
- Employee Portal and Access
- Additional Employing Entities
- Best Practice Summary