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Keyword Index

Keyword Index¶

Each keyword lists the pages about it. To search the full text of every page, use the search box at the top of the Help Center.

accent color¶

Document Design

access¶

account balances¶

Trial Balance

account detail¶

General Ledger

account roles¶

The Chart of Accounts

accounting¶

Accounting

accounting terms¶

Glossary

accounts¶

The Chart of Accounts

accounts payable¶

accounts receivable¶

accrual¶

How Structally Records Transactions

accrual basis¶

Reports

adjustment reason¶

adjustments¶

Journal Entries

administration¶

Settings

aging¶

The Receivables Overview

ap aging¶

Aging Reports

apply credit¶

approval¶

Change Orders

approved¶

Statuses and Lifecycles

ar aging¶

Aging Reports

archive job¶

Closing and Reopening Jobs

areas¶

Introduction to Structally

assets¶

Balance Sheet

assign cost codes¶

Cost Codes and Cost Types

attachments¶

Finding Your Way Around

attention¶

The Jobs & Costing Overview

audit¶

Journal Report

audit log¶

balance sheet¶

balances¶

bank accounts¶

bank deposit¶

Making Deposits

bank entry¶

Reviewing the Bank Feed

bank feed¶

bank lines¶

Reviewing the Bank Feed

bank reconciliation¶

F: Closing the Month

bank register¶

Account Registers

bank statement¶

banking¶

Banking

billing¶

Creating an Invoice

billing address¶

Managing Customers

billing retainage¶

Creating and Managing Jobs

bills¶

books closed¶

books start¶

Opening Balances

budget¶

budget revision¶

budget vs actual¶

Job Budgets

budgets¶

cash¶

cash balance¶

The Home Dashboard

cash basis¶

Profit and Loss

cash flow¶

Cash Flow

categorize¶

Reviewing the Bank Feed

change order¶

Commitment Amendments

change orders¶

chart of accounts¶

check register¶

Account Registers

checklist¶

Setting Up a New Company

checks¶

Tie-Out

classes¶

clear¶

Reconciling an Account

cleared¶

Account Registers

close job¶

Closing and Reopening Jobs

closed period¶

Books Closed

closed periods¶

Troubleshooting

closeout¶

closing¶

Books Closed

collections¶

coming due¶

The Home Dashboard

commitment amendment¶

Commitment Amendments

commitment amendments¶

E: Managing Change Orders

commitment overruns¶

Job Costing Settings

commitments¶

committed cost¶

Commitments

companies¶

Introduction to Structally

company¶

Choosing a Company

company admin¶

Setting Up a New Company

company default¶

Payment Terms

company details¶

Company Details

company overview¶

The Home Dashboard

company setup¶

comparisons¶

Profit and Loss

construction¶

construction terms¶

Glossary

contacts¶

Managing Customers

contract¶

contract amount¶

Creating and Managing Jobs

control accounts¶

Tie-Out

controls¶

The Audit Log

conventions¶

About This Guide

corrections¶

cost code¶

Coding Transactions to Jobs

cost codes¶

cost to complete¶

Forecasts

cost transfer¶

Job Costs and Cost Transfers

cost type¶

Coding Transactions to Jobs

cost types¶

Cost Codes and Cost Types

Finding Your Way Around

credit card¶

credit card payment¶

Transferring Funds

credit memo¶

Recording a Refund

credit memos¶

credits¶

csv¶

custom access¶

Users & Access

customer balance¶

Managing Customers

customer credit¶

Credit Memos

customer payments¶

Receiving Customer Payments

customer refund¶

Recording a Refund

customer statement¶

Customer Statements

customers¶

dashboard¶

data migration¶

Import Data

date format¶

Company Details

deactivate¶

Managing Vendors

deactivate account¶

Creating and Editing Accounts

deactivate customer¶

Managing Customers

debits¶

debits and credits¶

Journal Entries

defaults¶

Settings Reference

definitions¶

Glossary

deliveries¶

Sending and Printing Invoices

deposits¶

depreciation¶

Journal Entries

difference¶

Reconciling an Account

dimensions¶

Classes & Locations

document design¶

Document Design

document numbers¶

How Structally Records Transactions

double-entry¶

How Structally Records Transactions

draft¶

drafts¶

Reversing and Correcting Transactions

drill-down¶

due date¶

Payment Terms

duplicates¶

Importing Bank Statements

earned revenue¶

WIP Schedules

eligibility¶

Job Costing Settings

email¶

equity¶

Balance Sheet

errors¶

estimate¶

Creating and Managing Jobs

estimate at completion¶

Forecasts

excel¶

Import Data

exceptions¶

Job Costs and Cost Transfers

exclude¶

Reviewing the Bank Feed

exercises¶

Training Exercises

expenses¶

export¶

extra¶

filters¶

Troubleshooting

final billing¶

H: The Complete Project Lifecycle

financial statements¶

financing¶

Cash Flow

forecasts¶

general cost code¶

Cost Codes and Cost Types

general ledger¶

General Ledger

getting started¶

Getting Started

gl bridge¶

Job Costs and Cost Transfers

glossary¶

goodwill credit¶

Credit Memos

gross profit¶

Profit and Loss

history¶

The Audit Log

home¶

The Home Dashboard

import¶

Import Data

import statement¶

Importing Bank Statements

income account¶

Items

income statement¶

Profit and Loss

index¶

Reference

internal transfer¶

Job Budgets

investing¶

Cash Flow

invitation¶

Signing In

invitations¶

Users & Access

invoice¶

Pay Applications

invoice design¶

Document Design

invoice status¶

Posting, Editing, and Voiding Invoices

invoices¶

issue¶

Commitments

items¶

job closing¶

H: The Complete Project Lifecycle

job coding¶

Coding Transactions to Jobs

job cost accounts¶

Job Costing Settings

job cost detail¶

Job Cost Reports

job costing¶

job costing settings¶

job costs¶

Job Costs and Cost Transfers

job page¶

Creating and Managing Jobs

job reports¶

Job Cost Reports

job revenue detail¶

Job Cost Reports

job status¶

Closing and Reopening Jobs

job to date¶

Job Costs and Cost Transfers

jobs¶

jobs and costing¶

Introduction to Structally

journal¶

Journal Report

journal entries¶

journal entry¶

How Structally Records Transactions

labels¶

Classes & Locations

layout¶

legal name¶

Company Details

liabilities¶

Balance Sheet

lifecycle¶

Statuses and Lifecycles

lists¶

Finding Your Way Around

locations¶

Classes & Locations

lock date¶

Books Closed

locked area¶

Access Problems

log in¶

Signing In

logo¶

Document Design

loss provision¶

WIP Schedules

make deposit¶

Making Deposits

matching¶

Reviewing the Bank Feed

messages¶

Messages and What They Mean

module¶

Jobs & Costing

month end¶

month-end¶

F: Closing the Month

Finding Your Way Around

needs attention¶

The Home Dashboard

net 30¶

Payment Terms

net income¶

Profit and Loss

new account¶

Creating and Editing Accounts

new company¶

Setting Up a New Company

new job¶

Creating and Managing Jobs

new user¶

Getting Started

on hold¶

Closing and Reopening Jobs

opening balance¶

General Ledger

opening balance equity¶

Opening Balances

opening balances¶

operating¶

Cash Flow

original budget¶

Job Budgets

over billings¶

WIP Schedules

overdue¶

overdue bills¶

The Payables Overview

overdue invoices¶

The Receivables Overview

overpayment¶

Recording a Refund

overruns¶

Job Cost Reports

overview¶

owner change¶

Job Budgets

paid from¶

Recording an Expense

partial payment¶

password¶

passwords¶

Users & Access

pay application¶

pay applications¶

D: Billing the Customer

pay bills¶

Paying Bills

payables¶

The Payables Overview

payment terms¶

Payment Terms

payments¶

pdf¶

Sending and Printing Invoices

percent complete¶

WIP Schedules

permissions¶

pickers¶

Finding Your Way Around

post bill¶

Posting, Editing, and Voiding Bills

post invoice¶

Posting, Editing, and Voiding Invoices

posted¶

Statuses and Lifecycles

posted entries¶

Journal Report

posted margin¶

Job Costs and Cost Transfers

posting¶

How Structally Records Transactions

print¶

print invoice¶

Sending and Printing Invoices

problems¶

Troubleshooting

products and services¶

Items

profit and loss¶

profitability¶

Job Cost Reports

progress billing¶

projected loss¶

Forecasts

projected profit¶

Forecasts

purchase order change¶

Commitment Amendments

purchase orders¶

rates¶

Items

rebates¶

Vendor Credits

receipts¶

receive payment¶

Receiving Customer Payments

reconciliation¶

reference¶

Reference

refunds¶

Recording a Refund

refusals¶

Messages and What They Mean

register¶

Account Registers

rename account¶

Creating and Editing Accounts

reopen job¶

Closing and Reopening Jobs

reporting¶

Classes & Locations

reports¶

reset password¶

Signing In

retainage¶

retainage payable¶

Retainage

retainage receivable¶

Retainage

retainage release¶

Releasing Retainage

returns¶

Vendor Credits

revenue¶

Coding Transactions to Jobs

reversals¶

G: Correcting Mistakes

reverse¶

Reversing and Correcting Transactions

reverse expense¶

Recording an Expense

reverse payment¶

Paying Bills

reversing entries¶

Journal Entries

reversing entry¶

Reversing and Correcting Transactions

revision¶

Schedules of Values

roles¶

running balance¶

sample company¶

savings¶

Transferring Funds

scenarios¶

Training Exercises

schedule of values¶

schedules of values¶

E: Managing Change Orders

seats¶

Users & Access

security¶

Roles and Permissions

send invoice¶

Sending and Printing Invoices

sender¶

Email Sending

settings¶

setup¶

Finding Your Way Around

sign out¶

Signing In

sku¶

Items

smtp¶

Email Sending

spending¶

The Payables Overview

split¶

Coding Transactions to Jobs

standard cost types¶

Cost Codes and Cost Types

statement of cash flows¶

Cash Flow

statements¶

Customer Statements

status¶

Statuses and Lifecycles

still to buy¶

Forecasts

stored materials¶

Pay Applications

sub-accounts¶

subcontract change¶

Commitment Amendments

subcontractors¶

subcontracts¶

subledger¶

Tie-Out

suppliers¶

Managing Vendors

suspended¶

switch company¶

Choosing a Company

tax id¶

Company Details

templates¶

Import Data

terms¶

test email¶

Email Sending

tie-out¶

time zone¶

Company Details

training¶

transfers¶

trial balance¶

Trial Balance

troubleshooting¶

unapplied credit¶

unapply¶

Vendor Credits

undeposited funds¶

under billings¶

WIP Schedules

undo import¶

Import Data

uninstalled materials¶

WIP Schedules

user filter¶

The Audit Log

users¶

vendor balance¶

Managing Vendors

vendor credit¶

Recording a Refund

vendor credits¶

vendor refund¶

Recording a Refund

vendors¶

version¶

About This Guide

void¶

void bill¶

Posting, Editing, and Voiding Bills

void invoice¶

Posting, Editing, and Voiding Invoices

voids¶

G: Correcting Mistakes

walkthrough¶

Training Exercises

warnings¶

Messages and What They Mean

who changed what¶

The Audit Log

wip¶

wip accounts¶

Job Costing Settings

work in progress¶

WIP Schedules

your companies¶

Choosing a Company