Attribute PEX Costs to Projects
A comprehensive process guide for attributing PEX credit card expenses to specific projects in Buildertrend through Xero integration
15 docs tagged with "buildertrend"
View all tagsBT - Approve Time
Step-by-step procedure for approving time clock shifts in BuilderTrend
BT - Log Invoice via Email
A step-by-step guide on how to log invoices via email using the BackOffice Mailbox and BuilderTrend Cost Inbox.
BT - PEX Bill to Project
A guide on how to log project costs by billing PEX transactions to specific projects in BuilderTrend.
BT - Release Invoice
Step-by-step procedure for creating and releasing invoices in Buildertrend
Change Orders
User guide for completing change orders in Builder Trend
Create Budget
User guide for creating project budgets
HR - Adding User to Buildertrend
Step-by-step guide for adding new internal users to Buildertrend platform
HR - How to Run Payroll
Step-by-step guide for HR staff to run payroll using Buildertrend and Gusto
HR - Sync New Hire Gusto
Process for connecting a new employee in Buildertrend with their Gusto account
Owner Contract Issuance
User guide for issuing owner contracts in Builder Trend
Project Setup
A comprehensive guide for adding and synchronizing new projects across Buildertrend, PEX, and Xero platforms to ensure consistent financial tracking and reporting.
Sub Onboarding
A step-by-step guide for adding new subcontractors into Buildertrend, including contact information and vendor setup.
Sub Pay App
A step-by-step guide for processing subcontractor payment applications in Buildertrend's Cost Inbox system.
Subcontract Issuance
User guide for issuing subcontracts