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• AccuBuild Software Manual
  • File
    • System Overview
    • System Requirements
    • Installation Notes
      • AccuBuild Mobile Installation & Updates
    • Accessing the Data
      • New Company Setup
        • Creating Multiple Companies
      • Open Company
      • Close Company
    • AccuBuild Desktop
      • Desktop Menu Options
      • Accessing the Modules
      • Dashboards
        • User Dashboard Options
        • Creating a User Dashboard
          • Creating a Dashboard Chart
            • Chart Editor
            • Dashboard Data Pipes
        • Remove a User Dashboard
      • Shortcuts
      • Views
      • Reports
      • News & Events
    • System Controls
      • Configuration
        • Company Info
        • Accounting
          • Changing the Fiscal Year End
          • List of Advanced Property Settings
            • DisableUnitPriceAutoCalcOnCORBreakdownItems
            • EnableBusinessRulesForClosingDailyFieldReports
            • EnableProductionUnitByDetailItemJobCheck 
            • EnableSystemCheckWarningsAtCompanyOpen
            • ExpandedPayrollBurdenGLAccounts
            • ReadOnlyWorksheetTimecardsAfterPost
            • SubPaymentSheetsPayBySub
            • TimeAndMaterialInvoiceCustomPricingRules
            • TimeCardWorksheetImportBusinessRulesCheck
            • EnablePTODeptTransactionsForTCWorksheet
            • DisableDefaultCashAccountsOnARReceipts
            • ReoccurringARInvoicesAllUDFs
            • FILTERGLACCOUNTSFORCOSTESTIMATESONLY
            • FILTERGLACCOUNTSFORACTIVEACCOUNTSONLY
            • FILTERJOBCOSTPHASESFORACTIVEPHASESONLY
            • ASCENTISHRINTEGRATIONENABLED
            • RequirePOClosedStatusOnDeleteJob
            • DailyReportsOpenCloseRestrictions
            • ApproveCORRedirect
            • CORBreakdownForSubpay
            • PushInvoiceDateApprovalChangeToAPEntries
            • TransFormTCWorksheetEntriesOnImport
            • DirectDepositPDFEncrypt
            • AllowDirDepositField4AndField5Mismatch
            • DeleteFileAfterEachEmailSendingProcess
            • IncludeInContractOnMiscARInvoiceAutoCheck
            • ForceBalanceOfProdUnitsBDIOnCloseDFRs
            • EnableARCollectionNotesTracking
            • EnableTCWorksheetBusinessRulesBtn
            • EnableSalesTaxRoundUpForARInvoices
            • EnablePayAmountRoundUpForPRTimecards
            • EnablePRBatchBackupForCPDotCOM
            • SuppressErrorMsgOnEmailFailuresForMARMailMerge
            • EnableTimeDelayForMARMailMergeProcess
            • EnableMyTimeOnlyForTimeCardWorksheetScreen
            • EnableSendGridEmailforEmails
            • EnableDraftCopyContractBillingScreen
            • DisableDMIntegrityTest1
            • DisableDMIntegrityTest2
            • EnableTCWReadOnlyForTCWinAppRecs
            • EnableMARReportRunsInUserActivityLog
            • EnableSQLBasedIntegrityTests
            • EnableSalesTaxAmountForRoutedPOInvoices
            • EnableSendGridDirectDepositEmailAddressVerify
        • Check Format
          • Check Ordering
        • Printer Assignments
        • Network and Database Settings
      • AccuBuild Mobile
      • System Security Features
        • Menu Settings
        • User Groups
        • Manage User Dashboards
        • Enable User Activity Log
        • Security FAQs
      • User Maintenance
        • Create a New User
          • User Email Settings
          • DMS Settings
          • Read Only User License
        • BDE Network Configuration
      • Print
      • Print Setup
    • Viewing Data
      • Master List Centers
      • Browse Data
      • Company Inquiries
      • Modify Data
      • Globals Table Audit Trail
      • Company Table Audit Trail Management
      • Batch Log Info
        • List of Source Codes
      • Browse User Activity Log
    • File Maintenance
      • Backup Data
      • Restore Data
        • Restore Data Options
      • Refresh Company Views
      • Indexing Tables
        • Auto Create Company Index Tables
        • Index Company Tables
        • Index System Tables
        • Index User Tables
      • SQL Dictionary Comparison Utility
      • Integrity Tests
      • Month End
        • Basic Month End Close
        • Payroll Year End Close
        • Fiscal Year End Close
      • Payroll Subject Wage Adjustments
      • Historical File Maintenance
    • Reports
      • Exporting Reports
      • Report Substitution
      • Custom Reports
      • Using Crystal Reports
        • Create New Crystal Reports
      • ReportBuilder Pro
      • ADMS Forms
    • System - FAQs
      • Custom Framework - Automatic Payroll Checks
      • Crystal Reports Error 7200
      • Internet Connection Failures
      • Stored Procedures
        • Stored Procedures - Consolidated Processes
        • Stored Procedures - Production Units by Detail Item
        • Stored Procedures - Subcontractor Online Payments
        • Stored Procedures - Version Check
      • Troubleshoot Email Issues
        • Error - SSL is not available on this server
        • Error - Bad Credentials
        • SendGrid Email Service Improvements
    • AB Utilities
      • AccuImport
        • Accounts Payable Invoices
        • General Journal Entries
        • Equipment Journal Entries
      • AccuImporter - Union Codes
      • AccuImporter - FAQs
        • Custom Framework
  • Payroll
    • Payroll Overview
      • Payroll Setup
      • Payroll Flow
    • Payroll Controls
      • Payroll Properties
        • General Tab
        • Tax Rates Tab
          • State Payroll Tax Info
        • Ledger Interface Tab
        • Misc Pays & Deds Tab
        • Certified Payroll Tab
        • Time Card Import
          • Time Card Import from Time Clock Software
          • Time Card Import from Excel
            • Import Spreadsheet Technical Notes
          • Business Rules for Time Card Import
        • Direct Deposit Tab
      • Payroll Controls
        • Union Codes
          • Pay/Ded Rates Tab
          • Benefit Schedule Tab
          • Changing or Deleting Union Codes
          • Certified Payroll Tab
          • Report Format Info Tab
            • Original Union Formats
        • Auto Update Union Rates
        • Workers Comp Codes
        • Department Codes
        • Job Master
        • Local Deduction Codes
          • Set Up a Local Tax Code
        • Labor Distribution Codes
        • List of Health Insurance Plans
        • Aatrix Settings
      • ACA Employee Records
    • Employee Center
      • Address Tab
      • Personal Tab
      • Federal Tab
      • State Tab
      • Pays Tab
      • Deds Tab
      • Earnings Tab
      • Documents Tab
      • Direct Deposit
        • Direct Deposit - Link to Local Ded Code
      • Employee UDFs Tab
    • Payroll Activities
      • Timecards & Checks
        • Time Card Worksheet
          • Time Card Worksheet Screen
        • Enter/Update Timecards
          • Import Time Cards Records
          • Recover Posted Batch
        • Calculate Payroll Taxes
        • Print Pre-Tax Check Register
        • Print Paychecks
        • Reprint Checks
        • Post to Master
          • List of Historical Transcodes
        • Process Direct Deposit NACHA File
        • View Processed NACHA Files
      • Handwritten Payroll Checks
      • Void Payroll Checks
        • FAQ - Void a Check with Multiple Check Entries
      • Tax Forms / E-File / W2s
      • ACA Forms / E-File 
      • W2s
    • ConstructionPayrollExport
    • Payroll Reports
      • Employee Information 
      • Detail Compensation
      • Workers Compensation
      • Certified Payroll 
        • CPR - MAR Version
        • CPR - Traditional Version
        • CPR - Export to XML
      • Equal Employment Opportunity Report
      • California Pay Data [EEO]
      • Union Reports
        • Union Reports - Prior to 7009
      • Quarterly Payroll Tax Info
        • Fed & State Payroll Tax Reports
          • State Unemployment (SUI)
          • Form 941 & Schedule B
        • FUTA Tax Liability Report
          • FUTA Tax Notes for 2011
        • California DE 6
          • DE 6 Mag Media
        • California DE 9C
      • List of Union Codes
      • List of Workers Comp Codes
      • User Settings and Activity Report
      • List of Certified Payroll Jobs
      • List of Department Codes
      • Detail by Department
      • Detail by Job
      • Wages Subject to Tax
      • Check Register & Burden
      • Employee Transaction
      • Employee Local Deductions
      • Direct Deposit Payroll Report
      • Employer Contribution Worksheet
      • Connecticut 941 Wage Comparison Report
      • New York Taxes and Wage Report
      • New York City Tax and State Withholding Tax Wage Differences
      • New York Metro Commuter Transportation Mobility Tax Report
      • Active Employee List
      • Accrued Pay Report
      • Time Card Worksheet Entries
      • Payroll Local Deduction Audit Trail
      • ACA Related Reports
        • ACA Reports - Error Code Reference List
    • P/R Maintenance
      • Payroll Integrity Tests
        • All Tests
        • Update Employee Totals
    • P/R Reconciliation
      • Payroll Tax Liability Accounts
      • W-2 Reconciliation Worksheet
    • Payroll FAQs
      • 401K Plan - Ver 7100 or earlier
      • Access to Payroll
      • ACA - Affordable Care Act
      • Bonus Pay
      • Business Rules
      • California - Certified Payroll XML Export
      • ConstructionPayroll.Com Data Integration Framework
      • Correct Check Coding
      • Correct Pay Rates on a Check
      • Direct Deposit
        • Direct Deposit NACHA Specifications
      • FICA Changes for 2010 - HIRE ACT (HR2847)
      • FICA Changes for 2013
      • FICA - Social Security & Medicare Taxes
      • Fringe Benefit
      • List of Payroll Transaction Codes - User Entry
      • List of Payroll Transaction Codes - Stored
      • NACHA
      • Override Auto Tax Calcs
      • Payroll Tax Items by State
        • Alabama - Payroll Tax Items
        • California - Payroll Tax Items
        • Colorado - Payroll Tax Items
        • Connecticut - Payroll Tax Items
        • Delaware - Payroll Tax Items
        • District of Columbia - Payroll Tax Items
        • Georgia - Payroll Tax Items
        • Illinois - Payroll Tax Items
        • Indiana - Payroll Tax Items
        • Iowa - Payroll Tax Items
        • Maine - Payroll Tax Items
        • Maryland - Payroll Tax Items
        • Massachusets - Payroll Tax Items
        • Minnesota - State Unemployment Insurance
        • Missouri - Payroll Tax Items
        • Montana - Payroll Tax Items
        • Nebraska - Payroll Tax Items
        • New Jersey - Payroll Tax Items
        • New Mexico - Payroll Tax Items
        • New York - Payroll Tax Items
        • North Carolina - Payroll Tax Items
        • North Dakota - Payroll Tax Items
        • Oregon - Payroll Tax Items
        • Pennsylvania - Payroll Tax Items
        • Puerto Rico - Payroll Tax Items
        • Rhode Island - Payroll Tax Items
        • Vermont - Payroll Tax Items
        • Virginia - Payroll Tax Items
        • Washington - Payroll Tax Items
      • Paid Family Leave Act
        • PFLA California
        • PFLA Colorado
        • PFLA Connecticut
        • PFLA Delaware 
        • PFLA District of Columbia
        • PFLA Maine
        • PFLA Massachusetts
        • PFLA New Jersey
        • PFLA New York
        • PFLA Oregon
        • PFLA Rhode Island
        • PFLA Washington
      • Payroll Data Conversion Worksheet
      • Pre-Tax Deductions
      • Prevailing Wage
      • State Unemployment - Wages Subject to Tax
      • Tailored Solutions for Payroll
      • Third Party Sick Pay
      • Track Vac, Holiday, Sick Pay
      • Track Vac, Holiday, Sick Pay (8402)
      • Track Vac, Holiday, Sick Hours - Non Accrual
      • Reciprocal Agreement Example
      • Union Deduction - % of Gross
      • Workers Comp - System Rules
      • Year End Notes
  • Aatrix Tax Forms
    • Aatrix Tax Forms
      • Aatrix Software Setup Process
      • Using Aatrix Software
      • W-2s
      • FAQs
        • Audit Trail for Company Registration Process
        • Register to Efile with Aatrix
        • Can Multiple Users Have Access to Aatrix Tax Forms?
        • Error Extracting File
        • Error Opening Company.DB
        • Error 1628; Install failed to complete
        • Error Message: The encryption key has changed . . .
        • Technical Notes on the Aatrix Tax Form Process
  • Affordable Care Act (ACA)
    • ACA Overview 
      • ACA Setup
    • ACA Controls
      • List of Health Insurance Plans
      • Aatrix Settings
    • ACA Employee Records
    • ACA Related Reports
    • ACA Error Code Reference List
    • ACA Forms / E-File
  • Payables
    • Payables Overview
      • Payables Setup
      • Payables Flow
    • Payables Controls
      • Payables Properties
        • Settings Tab
        • ACH Settings
        • Corpay Settings Tab
      • Payment Terms
      • Vendors
    • Payables Activities
      • Vendor Invoices
        • Enter Vendor Invoices
        • Post Invoices
        • Void/Change Invoice Info
      • Subcontractor Payments
        • Generate Payment Sheets
        • Generate Payment Sheet - Single Vendor / Multi Jobs
        • Reprint Payment Sheets
        • Post Payment Sheets
        • Void Payment Sheets
      • Accounts Payable Checks
        • Schedule Payments
        • Print AP Checks
        • Reprint AP Checks
        • Print Check Mailing Labels
        • Print Check Remittance
        • Post AP Checks
        • Vendor Settle Invoices
      • Accounts Payable ACH
        • Pay Invoices via ACH
        • Process the ACH File
        • View Processed ACH Files
      • Corpay Virtual MasterCard
        • Set up Vendor Information for VMC Payment
        • Set up User Access
        • Update Microsoft Drivers for Corpay File Transfers
        • Pay Invoices with Corpay Virtual Mastercard
        • Void Corpay Virtual Mastercard Payment
        • Transfer Pending Corpay VMC Payment Files
        • Check Corpay FTP Site for Processed VMC Files
      • Handwritten AP Checks
      • Void AP Checks
        • FAQ - Reversing a Void Check Entry
        • FAQ - Void a Check with Multiple Check Entries
      • 1099s
      • Tax Forms / E-File / 1099s
    • Payables Reports
      • Cash Disb Detail
      • Corpay Vendor Match Report
      • Payables Aging Schedule
      • Sub Payment Summary
      • Cash Disb Summary
      • 1099s
      • Purchase Journal
      • Vendor Activity Report
      • Vendor Statement
      • Payables Dashboard Report
    • Payables Maintenance
      • Payables Integrity Tests
        • All Tests
        • Update AP Master
        • Update Sub Pmt Totals
    • Reconciling Payables
    • Payables FAQs
      • Correcting Posted Invoices
      • Creating a Joint Check
      • Paying with a Credit Card
      • Recording Credit Card Charges
      • Record a Refund Check from a Vendor
      • Error:  SSL is not available on this server
      • Vendor with Multiple Addresses
  • Receivables
    • Receivables Overview
      • Receivables Setup
      • Receivables Flow
    • Receivables Controls
      • Sales Master List
      • Sales Tax Districts
      • Customers
      • Receivable Properties
      • Advanced Settings
    • Receivables Activities
      • Misc Invoices
        • Entering Misc Invoices
          • Time & Material Invoices
          • Recurring Invoices
            • Recurring Invoices - Advanced Settings
          • Import Invoices from CSV File
        • Void Misc Invoice
        • Reprint Misc Invoices
      • Receipts
        • Direct Payments
        • Non Invoiced
        • Joint Check
        • Backcharges
      • Reverse Receipts
    • Receivables Reports
      • Receivables Aging Schedule
      • Cash Receipts Report
      • Sales Journal
      • Customer Activity
      • Sales Tax Report
      • Customer Statements
      • Open Misc A/R Invoices Report
      • Sales Dashboard Report
    • A/R Maintenance
      • Receivables Integrity Tests
    • A/R Reconciliation
    • Receivables FAQs
      • Advanced Settings for Misc AR Invoices
      • Correct Coding on a Cash Receipt
      • Creating a Customer Quote
      • Joint Checks and Credit Memos
      • Recording a Bad Debt
      • Refund an Overpayment to a Customer
      • Sales Tax Rounding Calculation on Misc AR Invoices
      • Time & Material Invoices - Data Tables
      • Voiding a Joint Check
  • Trucking
    • Trucking Overview
      • Trucking Setup
      • Trucking Activity Flow
    • Trucking Controls
      • Trucking Properties
      • Trucking System Controls
        • PUC Classifications
        • Hand Tag Codes
        • Employee Control Fields
      • Customers
    • Trucking Activities
      • Dispatch
        • Create a Dispatch Log
        • Print Pending Entries Report
        • Print Dispatch Log Report
      • Freight Bills
        • Create Freight Bills
        • Print Freight Bill Register
        • Batch Utilities
          • Save Billing Batch
          • Recall Billing Batch
      • Citrus Bills
        • Create Citrus Bills
        • Print In House Spreadsheet
        • Post Citrus Bills
      • Billing Lookup
      • Enter Cash Receipts
    • Trucking Reports
      • Aging Schedule
      • Cash Receipts
      • Sales Journal
      • Customer Statements
      • Sub Hauler Statements
      • PUC Quarterly Reports
        • PUC Quarterly Report
        • Sub Hauler Quarterly Report
      • Customer Activity
    • File Maintenance
      • Trucking Integrity Tests
      • Dispatch File Maintenance
  • Job Cost
    • Job Cost Overview
      • Job Cost Setup
      • Job Cost Flow
    • Job Cost Controls
      • Phase Master
        • Create a New Phase
      • Job Cost Properties
        • Settings Tab
        • Billing Defaults Tab
        • Job Cost User Defined Fields
      • Customers
      • Residential Options
        • Lot/Plan Master
        • Options Master List
        • Copy Master Lists
        • Residential Templates
      • Custom Form Assignments
    • Job Center
      • Job Info Tab
      • Billing Tab
        • Preliminary Info
        • Billing Contact Info
        • Billing Format
        • Time & Material Billing Setup
        • Other Fields
      • Payroll Tab
      • Detail Items Tab
        • Detail Items - Cost Estimate Tab
        • Detail Items - Contract Billing Tab
        • Detail Items - Buyout Items
        • Detail Items - UDFs Tab
        • Detail Items - Production Units - By Detail Item
        • Enter a Detail Item
          • Example 1
          • Example 2
          • Edit Retention %
        • Change Order Tracking
        • Change or Delete Detail Items
      • Contract Status Tab
      • History Tab
        • Contract Billings Tab
        • Cash Basis Costs Tab
        • Contract Receipts
        • Misc A/R Invoices
        • Unpaid Vendor Invoices
      • Documents Tab
      • Job List UDFs
    • Job Cost Activities
      • Create a New Job
      • Set up Budgets & Schedule of Values
        • Job Templates
          • Time & Material Billing
        • Import Job Estimate File
          • Import Estimate from ASCII
            • Import Estimate from Excel
        • Auto Billing Breakdown
        • Job Detail Items Grid
        • Sub Payment Sheet / Estimate Buyouts
      • Enter Cost to Complete Adjustments
      • Contract Billings
        • Print Contract Billing Worksheets
        • Create Contract Billing
          • Contract Billing Draft Copy
        • Reprint Contract Billings
        • Void Contract Billings
      • Production Units by Cost Phase
        • Setup and Enter Production Units
      • Production Units by Detail Item
        • Prod Units Detail Item - Overview
          • Prod Units by Detail Items Setup
            • Prod Units - Advanced Settings
        • Navigating the Screens
          • Prod Units by Detail Item Screen
          • Update/Edit Prod Unit Bid Items Screen
          • Update/Edit Prod Unit Tasks Screen
          • Production Unit Task Master List Screen
        • Creating Master Bid Items and Bid Item Tasks
          • Import Prod Units Detail Item
          • Manual Setup of Prod Units Detail
          • How to Enter Bid Item Quantity Adjustments
        • Enter Hours and Prod Units through AB Mobile 
        • Update DFR with Completed Production Units
        • Prod Unit by Detail Item Reports
        • Technical Notes
          • COMPANY_RBSCRIPT
    • Job Cost Reports
      • AIA Billing Worksheet
      • Budget Revision Capsheet Report
      • Cash Flow Analysis
      • Changes in Job Contacts
      • Change Order Status Report
      • Committed Cost Overruns
      • Committed Cost Report
      • Contract Fiscal Year Totals
      • Contract Receipts
      • Contract Status Reports (12 reports)
      • Detail of Job Billings
      • List of Linked Contract Status Jobs
      • Job Address List
      • Job Cost Capsheet (8 reports)
      • Job Cost by Category
      • Job Cost Transactions - Posting Date
      • Job Cost Transactions - Trans Date
      • Job Cost Transaction - Trans - JobPhase
      • Job Detail Items (5 reports)
      • Job / Gen Ledger Comparison
      • Job Information Report
      • Job Setup Worksheet
      • Phase List
      • Production Units Capsheet Report
      • Custom Report Design - Data Pipe Info
    • Job Cost Maintenance
      • Job Cost Integrity Tests
        • All Tests
        • Update Job Master
        • Update Billing Totals
        • Update Prior Years Revenue
        • Update Production Units by Cost Phase
    • Job Cost Reconciliation
    • Job Cost FAQs
      • How to Change the Phase Description on a Job Cost Report
      • Report Notes
      • Tailored Business Solutions for Contract Billings
      • Texas - Remodel Projects - Sales Tax Required on All Items
      • Job Estimate Detail Table Audit Trail
  • Ledger
    • Ledger Overview
      • Ledger Setup
      • Ledger Flow
    • Ledger Controls
      • Ledger Properties
    • Chart of Accounts
      • Ledger Settings Tab
        • Account Type Codes
        • Account Type Links
      • Ledger Account Activity Tab
      • Ledger Historical Tab
      • Ledger UDFs Tab
    • Ledger Activities
      • General Journal
      • Post Closing Journal
      • Bank Reconciliation
      • Check Register
    • Ledger Reports
      • GL Detail Report
      • Trial Balance
      • Cash Flow by Bank Account Report
      • List of Accounts
      • Monthly Balances
      • General Journal
      • General Ledger
      • General Ledger Debits vs. Credit
      • Financial Statements
        • Financial Statement - Traditional
          • Creating a New FS
          • FS Editor
          • FS Format - Large YTD Amounts
      • Check Register Report
      • Job Cost Discrepancies
      • Equipment Cost Discrepancies
    • Ledger Maintenance
      • Ledger Integrity Tests
        • All Tests
        • Update GL Master
    • Ledger Reconciliation
      • Worksheet
    • Ledger FAQs
      • Cash Transfers
      • Close a Checking Account
      • Retained Earnings is Duplicated on the Balance Sheet
  • Clients
    • Clients Overview
    • Clients Controls
      • Clients Properties
        • User Defined Fields
      • Sales Tax Districts
      • Add Canadian Provinces
      • Configure User E-Mail
    • Clients Center
      • Addr Tab
      • Acct Tab
      • ACH Tab
      • Profiles Tab
      • Liens Tab
      • Vendor Tab
      • Customer Tab
      • Relations Tab
      • Documents Tab
      • UDFs Tab
      • Add a New Client
        • Email Groups
    • Clients Module Activities
      • Tracking Subcontractor Information
        • Default Profile Controls
        • Job Profile Controls
        • Enter Vendor Profile Information
        • ADMS Forms
          • How to Remove the Disclaimer Notice on the Forms
          • How to Remove the Disclaimer Notice on the Forms
    • Clients Reports
    • Clients FAQs
      • Vendor Joint Check Issues
      • Vendors with Multiple Addresses
  • ADMS Forms
    • ADMS Forms Overview
      • ADMS Forms Setup
    • ADMS Forms Screen Options
      • Menu Options
        • Convert an ADMS Form to MAR
      • Preview Button
      • Filing Options
    • ADMS Forms List
      • How to Remove the Disclaimer Notice from Forms
      • How to Remove the Disclaimer Notice (old)
      • Transmittal Letter
        • Company Information
        • Transmittal Fields
        • Job & Send To Information
        • Line Items & Comments
      • Fax Cover Sheet
        • Company Information
        • Fax Fields
        • Job & Send To Information
      • Company Letter
        • Company Information
        • Letter Fields
        • Job & Send To Information
        • Letter Text
        • Envelope / Label
      • Preliminary Notice
        • Contact Information
        • Company Info
        • Description of Services
        • Prelim Fields
      • Lien Releases
        • Job Information
        • Lien Info Lookup Options
        • Lien Release Selection
        • Signature Fields
    • ADMS Forms FAQs
      • Company Logo
  • Reports
    • My AccuBuild Reports Overview
    • Using MAR
      • Report Storage
      • Report Access & Security
      • Report List
        • MAR Button Functions
        • Pop Up Menu Options
        • List of Forms
      • Add Excel Spreadsheet to the Reports List
      • Custom Form Assignments
      • MAR Report Dialog
    • Using ReportBuilder Pro
      • User Interface
        • Data Tab
          • Calc Field Expressions
        • Design Tab
          • Menu Options
          • Design Toolbar
          • Auto Search Lookup
        • Preview Tab
      • Modify an Existing Report or Form
      • Create a New Report
      • Report Builder Mail Merge Feature
    • FAQs - MAR
      • Add a Partial List Option to a Report
      • Add Collection Notes to an Existing MAR Report
      • Contract Billing - Standard 1 & 2
      • Daily Report - AB Mobile
      • Dashboard - Create Vertical Table
      • Export to Excel - File Size
      • Formatting DBRichText Fields
      • Item Desc on PO Not Displaying in PDF
      • List of Database Tables
      • List of Data View Text Files
      • List of MAR Variables
      • MICR Check Support
      • Printing Issue - Line Doesn't Print Correctly at Bottom of Page
      • Report Notes
      • Troubleshooting
  • Orders
    • Orders Overview
      • Orders Setup
      • Orders Activity Flow
    • Orders Controls
      • Purchasing Agents
      • Payment Terms
      • Sales Tax Codes
      • Order Types
      • Shipping Terms
      • Order Properties
        • Settings Tab
        • Conditions Tab
    • Orders Center
      • Order InfoTab
      • Line Items Tab
      • Documents Tab
      • UDFs Tab
      • Item Grid Tab
    • Orders Activities
      • Creating Orders
        • Job Inventory Picklist
        • Buyout Items
      • Deleting Orders
      • Order Receivers
      • Order Invoices
        • Enter Order Invoices
        • Post Invoices
        • Void/Change Invoice Info
      • Stock Fulfillments
    • Orders Reports
      • Open Order Balance
      • Open Order Detail
      • Receivers Register
      • Invoice Register
      • PO Sales Tax Report
      • Request/Fulfillment Register
      • Sub Order Payment Status Report
      • Sub / PO Payment Status Report
      • Buyout Items Status Report
    • Orders Maintenance
      • Orders Integrity Tests
    • Orders FAQs
      • PO Printing Issues
      • Report Notes
      • System Rules for Expensing Orders
      • Voiding an Order Invoice
  • Subcontractor Online Payment Request
    • Subcontractor Online Payment Overview
      • Sub Online Pay Setup
        • SOP - Advanced Settings
        • SOP Material Categories
        • SOP List of Reasons
      • Sub Online Pay Flow
    • SOP Application
      • SOP - Navigating the Application
        • SOP - Dashboard
      • SOP - Activities
        • SOP - Enter a Repair
        • SOP - Enter a Punch Item
        • SOP - Enter a Pay Request
      • SOP Controls
    • Approving a Sub Pay Application
    • Change Order Requests
  • Inventory
    • Inventory Overview
      • Inventory Setup
      • Inventory Flow
    • Inventory Controls
      • Inventory Properties
      • Inventory Categories
      • Inventory Master List
        • Add a New Item to the Inventory List
        • Inventory Part Detail Tab
        • Inventory UDFs Tab
        • Quantities On Hand
    • Inventory Activities
      • Post Inventory Receivers
      • Transfer Inventory
    • Inventory Reports
      • Historical Receivers
      • Historical Transfers
      • Inventory Balance Report
      • Inventory by Job
      • Inventory List
      • Inventory Reconciliation Report
      • Inventory Categories List
    • Maintenance
      • Inventory Integrity Tests
        • All Tests
        • Update Inventory Master
    • Inventory FAQs
      • Inventory Adjustments
      • Report Notes
      • Transfer Materials Between Jobs
  • Document Management
    • ADMS Overview
      • DM Pop-Up Menu Functions
      • Document Flow
      • Document Setup
    • Document Activities
      • Creating Folder Templates
      • Import Documents
      • Indexing Documents
      • Process Document Batches
      • Scan Documents
      • Document Routing
        • Document Approval Security
        • Document Routing Process
        • Doc Routing Technical Notes
      • Print and Save an AccuBuild Report
    • Document Controls
      • ADMS Properties
      • Document Explorer
        • Folder Options
        • Folder Selection
      • Document List
        • Document File Types
        • Document List Fields
        • Edit/View Image Documents
      • Document Volume ID Settings
    • Document Maintenance
      • Documents Integrity Tests
      • File Modified Documents
      • Remove Temporary Documents
    • Document Reports
      • List of Documents
    • Documents FAQs
      • Install AccuBuild Office Add In Module
      • DMMaster Fields for Daily Report Pictures
  • Project Management
    • Project Management
    • Getting Started Checklist
    • Project Management Setup
      • Properties
        • Markup Parameters
          • Auto Accounting Updates Business Rules
        • Properties - UDFs
        • Globals
      • Categories
      • Specifications
      • Areas
      • Buildings / Floors / Rooms
      • Teams
    • Job Cost Related Menu Options
      • Job Master
      • Job Detail Items Grid
        • Link COR to Detail Items
      • Phase Master
      • Job Templates
      • Spreadsheet Import
    • Project Management Screen
      • My Day
        • Synchronize AccuBuild Events with Outlook
          • Sync Options Prior to Version 8405
        • My Tasks
        • Upcoming Events
      • Project Management Logs
        • PM Log User Interface
          • Grouping, Filtering & Sorting
          • PM Log Buttons
          • PM Log Pop Up Menu 
            • Copy Job
          • Document Storage
            • PM Document Buttons
            • PM Doc Pop Up Menu
            • MS Word Mail Merge
              • InstallAdvantageODBCDriver
              • Mail Merge - MS Office 2003
              • Mail Merge - MS Office 2007
              • Document Class Code Assignments
        • PM Log Types
          • Request for Information Log
            • RFI Tab
            • Correspondence Tab
              • Out for Answer
              • Reply Receipt
              • Distribute Response
              • Close RFI
          • Change Order Request Log
            • General Tab
            • Related RFIs Tab
            • Correspondence Tab
              • COR - Out for Approval
              • COR - Reply Receipt
              • COR - Distribute Response
              • Close COR
            • Cost Breakdown Items Tab
              • COR Group Pricing Screen
          • Change Order Log
            • CO - General Tab
              • CO Markup Fields Specifications
            • CO - Related RFI & CORs Tab
              • PM Log Fix Utility
          • Submittals Log
            • Submittal Tab
            • Submittals - Correspondence Tab
              • Request Submittal
              • Submittal Received
              • Out for Approval
              • Answer / Close
          • Project Closeout Log
          • Job Meeting Minutes Log
            • Meeting Info
            • Attendees
            • Minutes
          • Daily Reports Log
          • Document Folders Log
      • Reports
    • Project Management Reports & Forms
    • PM Log Technical Documenation
      • RFI Screen - Field Assignments
      • Submittal Screen - Field Assignments
      • COR Screen - Field Assignments
      • COR Detail Items - Field Mapping to Accounting
      • CO Screen - Field Assignments
      • Daily Report Screen - Field Assignments
      • Meeting Minutes Screen - Field Assignments
      • Closeout Screen - Field Assignments
      • RFI Forms - Correspondence Info
      • Submittal Forms - Correspondence Info
    • Project Management Maintenance
    • Custom Form Assignments
  • AccuBuild Mobile
    • AccuBuild Mobile Overview
      • AccuBuild Mobile Installation
      • AccuBuild Mobile Updates
    • Navigating the Mobile Application
    • AccuBuild Mobile Main Menu
      • Contact Databases
      • Field Reporting
        • Daily Reports
          • Time Cards
          • Work Force
          • Visitors
          • Equipment
          • Materials
          • Weather
          • Production Units
          • Jobsite Pictures
          • Generate Daily Report
        • Crew Setup
      • Reports
      • Help
    • ABM - Advanced Settings
  • Scheduling
    • Scheduling Overview
    • Getting Started
    • Resource List
    • Project Schedule List
    • Project Calendar
    • Gantt Chart Screen
      • Task Tab
      • Resource AllocationTab
    • Integrity Tests
    • Reports
  • Equipment
    • Equipment Overview
      • Equipment Setup
      • Equipment Flow
    • Equipment Controls
      • Equipment Categories
      • Equipment Properties
    • Equipment Center
      • Equipment Info Tab
      • Controls Tab
      • Location Info Tab
      • Transactions Tab
      • Equipment Notes Tab
      • Documents Tab
      • Equipment UDFs Tab
      • Photo Tab
    • Equipment Activities
      • Equipment Journal
      • Allocate Indirect Costs
    • Equipment Reports
      • Equipment List by Category
      • Equipment List by Location
      • Depreciation Report
      • Equipment Rental Income by Job
      • Equipment Rental Cost by Job
      • Equipment Utilization by Equip
      • Equipment Utilization by GL Acct
      • Equipment Detail Expense Report
    • EQ Maintenance
      • Equipment Integrity Tests
        • All Tests
        • Update Depreciation Totals
        • Update Hours Accumulator
    • EQ Reconciliation
      • Equipment Reconciliation Worksheet
  • AccuBuild Analytics
    • AB Analytics Overview
      • Cube Security
      • Cube Screen
        • Slice Tab
        • Grid Tab
        • Charts Tab
      • Cube Technical Notes
        • Cube Installation
        • Cube Formula Samples
        • SQL Script
        • Cube Tips
  • Procore Integration
    • Procore Integration Overview
      • Install AccuBuild Construction App in Procore
  • Help
    • Help Menu
      • Contents
      • AccuBuild Contact Info
      • Check AccuBuild Website for Updates
      • AccuBuild Mobile Setup / Updates
      • Advantage Database Server Developer Zone
      • Register Help Files
      • Install AccuBuild Fonts
      • Install Outlook Security Manager
      • Install PDF DLL Files
      • Install AccuBuild Office Add In Module
      • PM Log Fix Utility
      • MAR SQL Script Benchmark Viewer
      • ADS Error Log Utility
      • Session Info
      • Disable Transaction Tracking
      • Enable Automatic Form Resizing
      • Enable System Memory Tracking
      • Enable Auto Report Refresh
      • About AccuBuild Software
      • Troubleshooting
        • AccuBuild Tips for Improving Performance
        • ADS Install Error
        • DatabaseDifferencesForm
        • Error:  Class Not Registered
        • Error:  Accubu~1
        • Error Code 500
        • Error Code 534
        • Error Code 2101
        • Error Code 2206
        • Error Code 2414
        • Error Code 5004
        • Error Code 5096
        • Error Code 7077
        • Error Code 7200
        • Error Code 8510
        • Error Printing Reports
        • Error Unable to Write to ADSforms.ini
        • Export to PDF Issues
        • Help System Cannot be Viewed
        • Invalid Date Time Stamp
        • Local Connection Error
        • Microsoft Outlook Issues
        • Microsoft Windows Security Warning
        • Screen Resizing
        • Too Many Record Locks on Table
        • Warning:  ADS.INI File Entry
  • Year End Notes
    • Calendar Year End Notes
      • Payroll Year End Notes
        • Create a Bonus Check
        • Create a Fringe Benefit Check
        • Health Insurance Reporting on W-2s
        • Closing the Payroll Year
        • W-2 Reconciliation Worksheet
      • E-File or Print W-2s
      • Affordable Care Act (ACA)
      • 1099s
        • Review 1099 Information
        • E-File or Print 1099s
      • Order Tax Forms
        • Form W-2 & W-3
        • Form 1099 & 1096
      • Deadlines for Filing Forms
• Accubuild Updates
  • Release Notes
    • How to Install a Software Update
    • Current Release Notes
      • Version 10.0 Updates
        • Version 10.0.0.0
        • Version 10.0.0.1
        • Version 10.0.0.2
        • Version 10.0.0.3
        • Version 10.0.0.4
        • Version 10.0.0.5
      • Version 10.1 Updates
        • Version 10.1.0.0
        • Version 10.1.0.1
        • Version 10.1.0.2
        • Version 10.1.0.3
        • Version 10.1.0.4
        • Version 10.1.0.5
        • Version 10.1.0.6
      • Version 10.2 Updates
        • Version 10.2.0.0
        • Version 10.2.0.1
        • Version 10.2.0.2
        • Version 10.2.0.3
        • Version 10.2.0.4
        • Version 10.2.0.5
        • Version 10.2.0.6
        • Version 10.2.0.7
        • Version 10.2.0.8
        • Version 10.2.0.9
    • Prior Release Notes
      • Release Notes Prior to 2010
        • Version 7 Releases
          • Version 7.0 Updates
            • Version 7.0.0.1
            • Version 7.0.0.2
            • Version 7.0.0.3
            • Version 7.0.0.4
            • Version 7.0.0.5
            • Version 7.0.0.6
            • Version 7.0.0.7
            • Version 7.0.0.8
            • Version 7.0.0.9
            • Version 7.0.1.0
          • Version 7.1 Updates
            • Version 7.1.0.0
            • Version 7.1.0.1
            • Version 7.1.0.2
          • Version 7.2 Updates
            • Version 7.2.0.0
            • Version 7.2.0.1
            • Version 7.2.0.2
            • Version 7.2.0.3
            • Version 7.2.0.4
            • Version 7.2.0.5
            • Version 7.2.0.6 
            • Version 7.2.0.7
            • Version 7.2.0.7 Blue Patch
            • Version 7.2.0.7 Red Patch
            • Version 7.2.0.7 Green Patch
          • Version 7.3 Updates
            • Version 7.3.0.0
            • Version 7.3.0.1
            • Version 7.3.0.2
        • Version 8 (Enterprise) Releases
          • Enterprise 8.0
            • Installing Enterprise
            • Importing Paradox Tables
            • Job Cost Module Changes
            • Payroll Module Changes
            • System Administrator Changes
            • Using Crystal Reports
              • Converting Reports
              • Creating New Crystal Reports
            • Converting RBP Reports
          • Version 8.0 Updates
            • Version 8.0.0.0
            • Version 8.0.0.1
            • Version 8.0.0.2
              • Certified Payroll Report Changes
          • Version 8.1 Updates
            • Version 8.1.0.0
            • Version 8.1.0.0 Red Patch
            • Version 8.1.0.0 Blue Patch
            • Version 8.1.0.1
            • Version 8.1.0.2
            • Version 8.1.0.2 Blue Patch
            • Version 8.1.0.2 Red Patch
            • Version 8.1.0.2 Green Patch
            • Version 8.1.0.3
            • Version 8.1.0.4
          • Version 8.2 Updates
            • Version 8.2.0.0
            • Version 8.2.0.1
            • Version 8.2.0.2
            • Version 8.2.0.3 Red Patch
            • Version 8.2.0.4
            • Version 8.2.0.5
            • Version 8.2.0.6
            • Version 8.2.0.7
            • Version 8.2.0.7 Blue Patch
          • Version 8.3 Updates
            • Version 8.3.0.0
            • Version 8.3.0.1
            • Version 8.3.0.2
            • Version 8.3.0.2 Blue Patch
            • Version 8.3.0.2 Red Patch
            • Version 8.3.0.2 Teal Patch
            • Version 8.3.0.3
          • Version 8.4 Updates
            • Version 8.4.0.0
            • Version 8.4.0.0 Red Patch
            • Version 8.4.0.0 Blue Patch
            • Version 8.4.0.0 Teal Patch
            • Version 8.4.0.0 Purple Patch
            • Version 8.4.0.0 Green Patch
            • Version 8.4.0.0 Maroon Patch
            • Version 8.4.0.0 Aqua Patch
            • Version 8.4.0.0 Lime Patch
            • Version 8.4.0.1
            • Version 8.4.0.1 Red Patch
            • Version 8.4.0.1 Green Patch
            • Version 8.4.0.1 Blue Patch
            • Version 8.4.0.1 Teal Patch
            • Version 8.4.0.1 Aqua Patch
            • Version 8.4.0.1 Lime
            • Version 8.4.0.1 Maroon
            • Version 8.4.0.2
            • Version 8.4.0.2 Red
            • Version 8.4.0.2 Blue
            • Version 8.4.0.3
            • Version 8.4.0.3 Blue
            • Version 8.4.0.4
            • Version 8.4.0.4 Red
            • Version 8.4.0.4 Blue
            • Version 8.4.0.4 Teal
            • Version 8.4.0.4 Purple
            • Version 8.4.0.5
            • Version 8.4.0.5 Blue
            • Version 8.4.0.5 Red
            • Version 8.4.0.6
            • Version 8.4.0.6 Blue
            • Version 8.4.0.6 Red
            • Version 8.4.0.6 Green
            • Version 8.4.0.6 Purple
            • Version 8.4.0.7
            • Version 8.4.0.7 Red
            • Version 8.4.0.7 Blue
            • Version 8.4.0.7 Green
      • Version 8.4 Updates (2010)
        • Version 8.4.0.7 Blue
        • Version 8.4.0.7 Green
      • Version 8.5 Updates
        • Version 8.5.0.0
        • Version 8.5.0.0 Blue
        • Version 8.5.0.0 Red
        • Version 8.5.0.0 Teal
        • Version 8.5.0.1
        • Version 8.5.0.1 Blue
        • Version 8.5.0.1 Red
        • Version 8.5.0.1 Green
        • Version 8.5.0.1 Purple
        • Version 8.5.0.2 
        • Version 8.5.0.2 Blue
        • Version 8.5.0.2 Red
        • Version 8.5.0.2 Green
        • Version 8.5.0.2 Purple
        • Version 8.5.0.2 Teal
        • Version 8.5.0.2 Maroon
        • Version 8.5.0.3
        • Version 8.5.0.3 Red
        • Version 8.5.0.3 Blue
        • Version 8.5.0.3 Green
        • Version 8.5.0.3 Purple
        • Version 8.5.0.3 Teal
        • Version 8.5.0.4
        • Version 8.5.0.4 Blue
        • Version 8.5.0.4 Red
        • Version 8.5.0.4 Green
        • Version 8.5.0.5
        • Version 8.5.0.5 Blue
        • Version 8.5.0.5 Red
        • Version 8.5.0.5 Teal
        • Version 8.5.0.5 Green
        • Version 8.5.0.6
        • Version 8.5.0.6 Red
        • Version 8.5.0.6 Blue
        • Version 8.5.0.6 Green
        • Version 8.5.0.6 Maroon
        • Version 8.5.0.6 Teal
        • Version 8.5.0.6 Purple
        • Version 8.5.0.6 Aqua
        • Version 8.5.0.6 Lime
        • Version 8.5.0.6 Yellow
        • Version 8.5.0.7
        • Version 8.5.0.8
      • Version 9.0 Updates
        • Version 9.0.0.0
        • Version 9.0.0.1
        • Version 9.0.0.2
        • Version 9.0.0.3
        • Version 9.0.0.3 Blue
        • Version 9.0.0.4
        • Version 9.0.0.4 Blue 
        • Version 9.0.0.5
        • Version 9.0.0.5 Blue
        • Version 9.0.0.6
        • Version 9.0.0.6 Blue
        • Version 9.0.0.6 Red
        • Version 9.0.0.6 Teal
        • Version 9.0.0.7
        • Version 9.0.0.8
        • Version 9.0.0.8 Blue
        • Version 9.0.0.8 Red
        • Version 9.0.0.8 Teal
        • Version 9.0.0.9
        • Version 9.0.0.9 Blue
        • Version 9.0.0.9 Red
      • Version 9.1 Updates
        • Version 9.1.0.0
        • Version 9.1.0.1
        • Version 9.1.0.1 Blue
        • Version 9.1.0.1 Red
        • Version 9.1.0.1 Teal
        • Version 9.1.0.1 Purple
        • Version 9.1.0.1 Maroon
      • Version 9.2 Updates
        • Version 9.2.0.0
        • Version 9.2.0.0 Blue
        • Version 9.2.0.0 Red
        • Version 9.2.0.0 Green
        • Version 9.2.0.0 Maroon
        • Version 9.2.0.0 Teal
        • Version 9.2.0.0 Purple
        • Version 9.2.0.0 Aqua
        • Version 9.2.0.0 Navy
        • Version 9.2.0.1
        • Version 9.2.0.1 Blue
        • Version 9.2.0.1 Red
        • Version 9.2.0.1 Maroon
        • Version 9.2.0.1 Purple
        • Version 9.2.0.1 Teal
        • Version 9.2.0.1 Navy
        • Version 9.2.0.1 Aqua
        • Version 9.2.0.2
        • Version 9.2.0.2 Blue
        • Version 9.2.0.2 Teal
        • Version 9.2.0.2 Red
        • Version 9.2.0.2 Purple
        • Version 9.2.0.2 Green
      • Version 9.3 Updates
        • Version 9.3.0.0
        • Version 9.3.0.1
        • Version 9.3.0.2
        • Version 9.3.0.3
      • Version 9.4 Updates
        • Version 9.4.0.0
          • Job Cost - Business Rule Enhancement for Estimate Detail Items
          • Job Cost - Production Units by Detail Item
        • Version 9.4.0.0. Blue
        • Version 9.4.0.0. Red
        • Version 9.4.0.0. Teal
        • Version 9.4.0.1
        • Version 9.4.0.1 Red
        • Version 9.4.0.1 Blue
        • Version 9.4.0.1 Green
        • Version 9.4.0.1 Maroon
        • Version 9.4.0.1 Purple
        • Version 9.4.0.2
        • Version 9.4.0.3
        • Version 9.4.0.3 Red
      • Version 9.5 Updates
        • Version 9.5.0.0
        • Version 9.5.0.0 Blue
        • Version 9.5.0.1
        • Version 9.5.0.1 Blue
        • Version 9.5.0.2
        • Version 9.5.0.2 Blue
        • Version 9.5.0.3
      • Version 9.6 Updates
        • Version 9.6.0.0
        • Version 9.6.0.1
        • Version 9.6.0.1 Red
        • Version 9.6.0.2
        • Version 9.6.0.3
        • Version 9.6.0.4
        • Version 9.6.0.5
        • Version 9.6.0.6
        • Version 9.6.0.7
        • Version 9.6.0.7 Red
        • Version 9.6.0.7 Blue
        • Version 9.6.0.8
      • Version 9.7 Updates
        • Version 9.7.0.0
        • Version 9.7.0.0 Red
        • Version 9.7.0.0 Blue
        • Version 9.7.0.0 Green
        • Version 9.7.0.0 Teal
        • Version 9.7.0.0 Purple
        • Version 9.7.0.0 Maroon
        • Version 9.7.0.0 Navy
        • Version 9.7.0.1
        • Version 9.7.0.1 Red
        • version 9.7.0.1 Blue
        • Version 9.7.0.1 Green