Our billing department enters Vendors and does not necessarily understand the nuances of the W-9 so they are not correctly setting up the tax settings when crea...

Maybelle_S,Just to clarify since I do know how to Merge, are you stating we need to create a Customer Job as a new item and then Merge the existing Customer to ...

Is there any option to take existing Customer Set-ups and merge the information to be Customer and Jobs? The upgrade notes for the 2021 version made it seem lik...

Is there any way to take existing Customers from older versions and edit them to be a "job" for a parent company? The upgrade notes made it sound more like the ...