How to Use Your Ivy Schedule
Create tasks, events, and To Do items on Ivy
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Global Dashboard
Learn more about the company dashboard and the information it provides
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
Furniture, Fixtures and Equipment Schedules
Learn how to generate your FF&E schedule in an Ivy project
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
Importing Time Entries into the Time Billing Section from an Outside Tracking Service
Let's get your time logged in your Ivy account so that you can start billing for it!
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Exporting Client and Vendor Lists
Import your Ivy client or vendor lists to other marketing platforms
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Purchasing Through an Ivy Purchasing Agent
Rules of engagement when purchasing through a purchasing Agent/Buyer
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
How to Get a Glimpse of Your Profits for a Project
Watch this short video
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Viewing Your Total Costs per Document
How to see a breakdown of total costs when building or viewing proposals and invoices
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Online Payments 101 (VIDEO)
Everything you need to know about taking online payments through Ivy
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to View Your Payments
Track payments that were made through our payment methods
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to Send a Receipt for a Payment
Follow these simple instructions
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Creating a Working Expense / Reimbursable Proposal
Learn how to add reimbursements to your proposals
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to Handle a Return
Learn the best way to record/show a return for items on an invoice
Written by Sivan Salem
Updated over a week ago
Updated over a week ago