During this session we cover a range of topics, including:
Recent vendor updates (1099 tracking, document naming, upcoming vendor types)
Document management and compliance workflows (COIs, expiration tracking, notifications)
Budgeting best practices (cost vs. revenue budgets, markup handling, change orders)
Labor tracking limitations and considerations for more complex payroll structures
QuickBooks sync behavior and managing historical transactions
Exporting data for audits and insurance (bills, receipts, and documentation)