Easily Integrate With Your Accounting Software
In this video we’ll show you how to make the connection between ArchX and your accounting software. TRANSCRIPT 0:01 Welcome back in ArchX. In this video, I will show you how the connection to your accountancy software is set up and what will actually be imported in your accounting software. 0:13 So for that, first […]
Filter On File Content In Your Documents
Discover one of the most powerful tools in ArchX: Filter on File CONTENT! This is a powerhouse, because it means you can search on any keyword in ALL your documents in ArchX. Transcript 0:01 Welcome back in ArchX. In this video, I will show you how you can search in the content of the document […]
Set Custom Contact Titles
In this video, we will show you how you can add custom contact titles. You might want to tweak these settings a little bit, depending on how you communicate with your clients. TRANSCRIPT 0:01 Welcome back to your ArchX. In this video, I will show you how you can add contact titles because you might […]
Filter Tasks By Project Manager
In this video, we’ll show you how to filter tasks by project manager. Transcript 0:01 Welcome back to the ArchX tutorials. In this video, I will show you how to select tasks based on the project manager and not necessarily the user who is dedicated to do the task. 0:15 So I’ll show you how […]
Add Tags To Tasks and Filter on Tags in the Tasks Dashboard
In this video we’ll show you how to add tags to your tasks and why that’s helpful in your project management. Transcript 0:00 Welcome back in ArchX. In this video, I will show you how you can add a tag to the tasks that you create, and how you can filter on those tags in […]
Set Invoice Moments During A Construction Phase
In this video we’ll show you how to create invoice moments during a phase. 0:01 Welcome back to Arch X. In this video I will explain to you how to create invoice moments during a phase. 0:09 For example, in longer phase, like follow up of the actual construction site, you might want to split […]
How To Add Invoice Attachments
In this video we’ll show you how you add an attachment when sending out an invoice. This makes it extra easy to send a report with an invoice, or any other information your client might need. Transcript Invoice Attachment 0:00 Well here we are again in the ArchX tutorials. In this video I will explain […]
How To Find Tasks of Deactivated Users in the Tasks Dashboard
Former co-workers will have been deactivated as a user in ArchX, but you might still need to follow up on their tasks. In this video, we will show how you can find your deactivated users in the Tasks Dashboard. Follow us into ArchX. Go To The Tasks Dashboard Go to the tasks dashboard to look […]
