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See all materials entered against a job (and who added them)

When more than one person can add materials to a job, you'll often want to check what's already been entered and by whom to avoid duplicates. Here's how to view every material recorded against a job and see who added each one.

Steps
  1. Open the job you want to check. 
  2. Go to Charges. This shows all of the materials (and other charges) that have been added to that job.
  3. Scroll through the charges list - each entry shows who added it and when it was added, so you can quickly confirm a material has been entered and by which team member.
  4. If you're an administrator and need a fuller breakdown, run a report from the Job Charges (Detailed) report in the Reports area for more detail.
Good to know: Depending on permissions, Basic users might be able to only see their own charges that they have added to a Job. You can adjust this in the Admin -> Users area by clicking on their role permissions. For more information reach out to our support team.