Author: Tiffany Johnson

Look Up Tax Rates

Did you know that you can look up tax rates? When you are working with a customer who is outside of your region, you can quickly find the tax rate to apply to the project. SI has default Tax Settings that are configured in the...

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Workflow Rules

Workflow Rules is a new feature that was released with v12 that allows you to set up notifications to appear in SI when criteria you have set are met. The notifications will appear at the top right of SI. People who are not...

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Reporting on Visio Drawing Data

When running reports, there are filters that can be applied in the “Include Options” section that will filter to Visio. This means the report will only display information for products that exist on the drawing. You...

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