Spark Help - Account Manager

This help section is for account management users to get the most out of their projects, jobs, purchases and invoices.

Spark Overview How to login to Spark and an overview of the interface. Running Time 6:24 - 8.1MB	1. Customers How to use the customers database. Also learn about adding notes and custom pricing to a customer. Running Time 6:03
2. Suppliers How to use the suppliers database. Running Time 3:38	3. Projects How to create a new project in Spark. Also learn about what projects are used for and creating project proposals. Running Time 8:39
4. Proposals How to create a proposal within a project. Running Time 8:30 - 11.7MB	5. Jobs How to create a job from a proposal. Also learn about the different job tabs and creating a jobsheet pdf. Running Time 12:41
6. Purchasing How to create purchase orders and quote requests. Also learn how to copy a purchase order and how to receipt in several purchases at once. Running Time 6:03	7. Timesheets How to add time and materials onto a job. Also learn about setting up your user preferences and how to correct your timesheet entries. Running Time 13:33
8. Reading the JCR How to make sense of the JCR (Job Cost Report). Running Time 5:20 - 7.6MB	9. Invoicing - Basic How to create a single invoice for a job. Also learn about assigning time and materials costs as 'billed' on an invoice. Running Time 13:47
10. Invoicing - Advanced How to manage multiple invoices (e.g progress billing) for a job. Running Time 10:31	11. Copying an Invoice How to copy an existing invoice on a job. Running Time 3:47
12. Credit Notes How to create a credit note and how this differs from an invoice. Running Time 7:01	Dashboards Explains how Dashboards work in Spark. Running Time 1:56 - 2.6MB
Tips and Tricks Some useful tips and tricks for Account Management. Running Time 6:46 - 9.8MB	REFERENCE: Spark Workflow The Spark workflow diagram shows how Spark is structured and how entities relate to one another.
REFERENCE: Spark Interface Overview of the Spark User Interface Model.	REFERENCE: Spark v5.8 User Manual The full Spark 5.8 User Manual.