EBMS Knowledge Base
Main Website
Job Costing
Client Resources
Software Versions & Release Notes
Terms & Conditions
Policies & Compliance
Support Subscriptions
EBMS Main Documentation
Initial EBMS Setup and Installation
Server Manager
Company Setup
EBMS Guide for Accountants
Reports
Auto Send Email
EBMS Features
Security and Permissions
Technical
Data Import and Export Utility
SQL Mirror
Sales
Customers
Proposals
Proposal Sets and Templates
Sales Orders
Sales Invoices
Materials Lists
Sales and Use Tax
TaxJar
Recurring Billing
Customer Credits
Customer Payments
Card Processing and Koble Payments
Gift Cards and Loyalty Cards
Verifone Gateway and Point Devices
Freight and Shipping
General Ledger Transactions for Sales
Point of Sale and XPress POS
Point of Sale Hardware
Salesperson Commissions
Inventory
Product Catalog
Using Product Codes for No Count Items
Product Pricing
Special Pricing
Tracking Inventory Counts
Unit of Measure (UOM)
Purchasing Stock
Special Orders and Drop Shipped Items
Receiving Product
Barcodes and Inventory Scanners
Components, Accessories, and Bill of Materials
Component Formula Tool
Made to Order Kitting (MTO)
Configure to Order Kitting (CTO)
Multiple Locations: Warehouses, Divisions, Departments
Sync Product Catalogs between Companies
Vendor Catalogs
Serialized Items
Lots
Product Attributes
Expenses
Vendors
Expense Invoices
Purchase Orders
Vendor Payments
Bank Accounts
Accounts Payable Transactions
Labor
Labor and Payroll Settings
Workers
Worker and Company Taxes and Deductions
Work Codes
Time and Attendance
Processing Payroll
Closing the Payroll Year
Salaried Pay
Piecework Pay
Direct Deposit
3rd Party Payroll Service
Subcontract Workers
Flag Pay
Prevailing Wages
Financials
Fiscal Year
Chart of Accounts
Budget
Financial Reporting
Transactions and Journals
Account Reconciliation
1099
Departments and Profit Centers
Fund Accounts
Bank Feed
Landed Cost
Depreciation and Fixed Assets
Tasks and Work Orders
Task and Work Order Settings
Create a Task
Schedule Tasks and Phases
Customize Task Views
Task and Work Order Management
Customer Contact Management
Job Costing
Setting Up Job Costing
Jobs
Job Costs
Job Materials
Contract Billings
Progress Billings
Time and Material Jobs
Work in Process
Overhead Costs
Retainage
Manufacturing
Creating a Manufacturing Batch
Planning Materials for Manufacturing
Manufacturing Batch Scheduling
Processing a Manufacturing Batch
Rental
Setting Up for Rentals
Rental Pricing
Rentals Contracts
Managing Rental Equipment
Apps
MyEBMS Apps
MyDispatch App
MyInventory App and Scanner
MyJobs App
MyOrders App
MyProposals App
MyTasks App
MyTime App
Time Track App
MyCustomer App
E-commerce
Creating Website Content
Website Template Options
Shopping Cart
Customer Portal
Processing Online Orders
Site Administration
Static Web Pages
Advanced Web Features
EBMS Automotive
Keystone Interface
Automotive Inventory
Automotive Point of Sale and Pricing
Year Make Model Product Application
EBMS Horticulture
Processing Payroll for Farm Workers
Farm Setup
EBMS Metal Supply
EBMS Fuel Sales
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EBMS Knowledge Base
Job Costing
Client Resources
Software Versions & Release Notes
Terms & Conditions
Policies & Compliance
Support Subscriptions
EBMS Main Documentation
Initial EBMS Setup and Installation
Server Manager
Company Setup
EBMS Guide for Accountants
Reports
Auto Send Email
EBMS Features
Security and Permissions
Technical
Data Import and Export Utility
SQL Mirror
Sales
Customers
Proposals
Proposal Sets and Templates
Sales Orders
Sales Invoices
Materials Lists
Sales and Use Tax
TaxJar
Recurring Billing
Customer Credits
Customer Payments
Card Processing and Koble Payments
Gift Cards and Loyalty Cards
Verifone Gateway and Point Devices
Freight and Shipping
General Ledger Transactions for Sales
Point of Sale and XPress POS
Point of Sale Hardware
Salesperson Commissions
Inventory
Product Catalog
Using Product Codes for No Count Items
Product Pricing
Special Pricing
Tracking Inventory Counts
Unit of Measure (UOM)
Purchasing Stock
Special Orders and Drop Shipped Items
Receiving Product
Barcodes and Inventory Scanners
Components, Accessories, and Bill of Materials
Component Formula Tool
Made to Order Kitting (MTO)
Configure to Order Kitting (CTO)
Multiple Locations: Warehouses, Divisions, Departments
Sync Product Catalogs between Companies
Vendor Catalogs
Serialized Items
Lots
Product Attributes
Expenses
Vendors
Expense Invoices
Purchase Orders
Vendor Payments
Bank Accounts
Accounts Payable Transactions
Labor
Labor and Payroll Settings
Workers
Worker and Company Taxes and Deductions
Work Codes
Time and Attendance
Processing Payroll
Closing the Payroll Year
Salaried Pay
Piecework Pay
Direct Deposit
3rd Party Payroll Service
Subcontract Workers
Flag Pay
Prevailing Wages
Financials
Fiscal Year
Chart of Accounts
Budget
Financial Reporting
Transactions and Journals
Account Reconciliation
1099
Departments and Profit Centers
Fund Accounts
Bank Feed
Landed Cost
Depreciation and Fixed Assets
Tasks and Work Orders
Task and Work Order Settings
Create a Task
Schedule Tasks and Phases
Customize Task Views
Task and Work Order Management
Customer Contact Management
Job Costing
Setting Up Job Costing
Jobs
Job Costs
Job Materials
Contract Billings
Progress Billings
Time and Material Jobs
Work in Process
Overhead Costs
Retainage
Manufacturing
Creating a Manufacturing Batch
Planning Materials for Manufacturing
Manufacturing Batch Scheduling
Processing a Manufacturing Batch
Rental
Setting Up for Rentals
Rental Pricing
Rentals Contracts
Managing Rental Equipment
Apps
MyEBMS Apps
MyDispatch App
MyInventory App and Scanner
MyJobs App
MyOrders App
MyProposals App
MyTasks App
MyTime App
Time Track App
MyCustomer App
E-commerce
Creating Website Content
Website Template Options
Shopping Cart
Customer Portal
Processing Online Orders
Site Administration
Static Web Pages
Advanced Web Features
EBMS Automotive
Keystone Interface
Automotive Inventory
Automotive Point of Sale and Pricing
Year Make Model Product Application
EBMS Horticulture
Processing Payroll for Farm Workers
Farm Setup
EBMS Metal Supply
EBMS Fuel Sales
Job Costing
Analyze and manage large projects for construction, manufacturing, and other types of jobs.
Job Costing Overview
Setting Up Job Costing
Job Stages
Job Stage Classifications
Adding and Deleting Job Categories
Setting Job Defaults
Jobs
Adding a New Job
Changing Job Information
Entering Job Stages
Creating Change Orders
Entering a New Proposal or Job Budget
Applying an Existing Proposal or Job Budget
Changing the Job Status
Job Management Reports
Stock Manufacturing Jobs
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Job Costs
Job Costs from a Purchase Order or Expense Invoice
Inventory Transfers for a Job
Allocating Labor Expenses to a Job
Journal Job Costs
Job Costs from a Sales Invoice
Allocating Rental Costs to a Job
Direct Job Cost General Ledger Accounts
Committed Costs
Product Items and Job Costs
Assigning Prevailing Wage Work Codes to a Job
Job Profit Projections and Percentages
Evaluating Job Costs
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Job Materials
Job Materials Overview
Creating a Job Materials List within a Proposal
Material Purchase Orders for a Job
Subcontractor Labor within a Job Transfer
Default Job Stage
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Contract Billings
Invoicing Contract Billings
Billing Time and Material Change Orders within a Contract Billing
Recurring Contract Billings
Progress Billings
Entering Billing Items for a Progress Billing Invoice
Creating Change Orders within a Progress Billing Tab
Invoicing a Progress Billing Job
Viewing or Voiding a Progress Billing Invoice
Reprinting a Progress Billing Document
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Time and Material Jobs
Creating a Time and Materials (T&M) Job
Billing Expenses for a Time and Materials (T&M) Job
Undo Time and Materials (T&M) Sales Order Transactions
Work in Process
Manufacturing Job Work in Process
Selecting a Work in Process Option
Processing Work in Process
Viewing Work In Process Adjustments
Overhead Costs
Calculate Job Overhead
Job Overhead Reports
Adding Overhead to an Individual Job
Using Profit Centers to Calculate Overhead
Adding Overhead to the Budget Total
The Overhead Stage
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Retainage
Entering Customer Retainage
Changing Retainage
Billing the Final Retainage