# How To **URL:** https://community.striven.com/c/how-to/8.md?page=1 [Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md) **Page:** 2 --- ## [Did You Know? - Annual Goal Tracking with Projects](https://community.striven.com/t/did-you-know-annual-goal-tracking-with-projects/721)
**Author:** [@Amiaf](https://community.striven.com/u/Amiaf)\ **Replies:** 0\ **Last updated:** [February 19, 2025, 8:25pm UTC](https://community.striven.com/t/did-you-know-annual-goal-tracking-with-projects/721 "2025-02-19T20:25:17Z")
Did you know that Striven’s Projects can be used to track your Company’s Annual Goals? Goal tracking is just one of the endless possibilities that Projects within Striven have to offer. With the use of Milestones, Ta… --- ## [Grouping same timesheet Items on an invoice](https://community.striven.com/t/grouping-same-timesheet-items-on-an-invoice/719)
**Author:** [@Ely](https://community.striven.com/u/Ely)\ **Replies:** 0\ **Last updated:** [February 19, 2025, 2:03pm UTC](https://community.striven.com/t/grouping-same-timesheet-items-on-an-invoice/719 "2025-02-19T14:03:30Z")
Greetings, We are a professional services company. I have employees working multiple days on a project. When I go to invoice via the Generate Time and Expense Invoices, I end up with many lines for each employee of the … --- ## [Can hours worked this week be included on an invoice?](https://community.striven.com/t/can-hours-worked-this-week-be-included-on-an-invoice/717)
**Author:** [@Ely](https://community.striven.com/u/Ely)\ **Replies:** 2\ **Last updated:** [February 19, 2025, 12:20pm UTC](https://community.striven.com/t/can-hours-worked-this-week-be-included-on-an-invoice/717 "2025-02-19T12:20:09Z")
If hours are recorded on an employee’s current timesheet that has not been submitted for approval but the sales order/project is complete and ready to be invoiced, will these hours show up for invoicing? If not, what nee… --- ## [Using Striven CRM for sales account management](https://community.striven.com/t/using-striven-crm-for-sales-account-management/711)
**Author:** [@mhaning](https://community.striven.com/u/mhaning)\ **Replies:** 2\ **Last updated:** [February 8, 2025, 4:23pm UTC](https://community.striven.com/t/using-striven-crm-for-sales-account-management/711 "2025-02-08T16:23:50Z")
Hello, I’m wondering if anyone is using Striven CRM for tracking sales calls for current customers. It looks like the CRM is setup for finding new leads, closing the sale, and then moving on to the next one. We are a se… --- ## [Inactive Inventory](https://community.striven.com/t/inactive-inventory/707)
**Author:** [@jaredmorland](https://community.striven.com/u/jaredmorland)\ **Replies:** 6\ **Last updated:** [February 6, 2025, 8:16pm UTC](https://community.striven.com/t/inactive-inventory/707 "2025-02-06T20:16:47Z")
Has anyone created a report that shows you your inactive or slow moving inventory? I can’t seem to find a way even using the new report builder to see inventory on hand that has zero usage or sales or even slow moving. … --- ## [Integration with Jotform](https://community.striven.com/t/integration-with-jotform/638)
**Author:** [@AshleyCrest](https://community.striven.com/u/AshleyCrest)\ **Replies:** 9\ **Last updated:** [January 31, 2025, 4:43am UTC](https://community.striven.com/t/integration-with-jotform/638 "2025-01-31T04:43:32Z")
A while ago someone with support recommended using JOTFORM for more in depth forms and data entry methods. Is there a way to integrate JOTFORM with striven? If any other Striven users use JOTFORM vs form builder do you … --- ## [Barcode Label printing / Retail price tags](https://community.striven.com/t/barcode-label-printing-retail-price-tags/705)
**Author:** [@DanielleBasting](https://community.striven.com/u/DanielleBasting)\ **Replies:** 0\ **Last updated:** [January 29, 2025, 7:35pm UTC](https://community.striven.com/t/barcode-label-printing-retail-price-tags/705 "2025-01-29T19:35:28Z")
What are other Retail companies using to print barcode labels / price tags to put on items. What product do you use to be able to print pricing on tags / labels? --- ## [Discover the Striven Project Crash Course](https://community.striven.com/t/discover-the-striven-project-crash-course/699)
**Author:** [@Amiaf](https://community.striven.com/u/Amiaf)\ **Replies:** 0\ **Last updated:** [January 7, 2025, 7:46pm UTC](https://community.striven.com/t/discover-the-striven-project-crash-course/699 "2025-01-07T19:46:13Z")
Are you looking to increase your Company’s productivity and organization in 2025? If so, Projects may be the key to your success in the New Year! Projects within Striven are a powerful tool to help you organize Tasks… --- ## [Did You Know? - Helpful Links](https://community.striven.com/t/did-you-know-helpful-links/672)
**Author:** [@Amiaf](https://community.striven.com/u/Amiaf)\ **Replies:** 0\ **Last updated:** [November 1, 2024, 7:06pm UTC](https://community.striven.com/t/did-you-know-helpful-links/672 "2024-11-01T19:06:53Z")
Did you know that each page within Striven contains useful and convenient resources to help enhance your user experience? The Helpful Links feature allows for resources such as Support Guides, instructional videos, a… --- ## [GL Reporting with Memo](https://community.striven.com/t/gl-reporting-with-memo/549)
**Author:** [@evarden](https://community.striven.com/u/evarden)\ **Replies:** 4\ **Last updated:** [November 1, 2024, 4:09pm UTC](https://community.striven.com/t/gl-reporting-with-memo/549 "2024-11-01T16:09:38Z")
We are needing to export our GL for our owners monthly. The current process does not include the Memo or description. Is there a way to get this added? --- ## [How do you record debit card purchases and ACH drafts?](https://community.striven.com/t/how-do-you-record-debit-card-purchases-and-ach-drafts/183)
**Author:** [@smbiz](https://community.striven.com/u/smbiz)\ **Replies:** 4\ **Last updated:** [October 29, 2024, 9:01pm UTC](https://community.striven.com/t/how-do-you-record-debit-card-purchases-and-ach-drafts/183 "2024-10-29T21:01:28Z")
I assume you record debit cards and bank drafts as a “Check”. Is there anything on the drawing board that lets you enter these transactions as a debit card or bak draft so you don’t mess up Striven’s check sequence numb… --- ## [Did You Know? - Custom Link Configurations](https://community.striven.com/t/did-you-know-custom-link-configurations/654)
**Author:** [@Amiaf](https://community.striven.com/u/Amiaf)\ **Replies:** 0\ **Last updated:** [September 27, 2024, 5:57pm UTC](https://community.striven.com/t/did-you-know-custom-link-configurations/654 "2024-09-27T17:57:42Z")
Did you know external links can be embedded within Striven for quick and easy access? You can accomplish this with the help of Custom Links! Custom links allow you to add external links to the Links menu located on t… --- ## [Zero Costing/Inventory Reports](https://community.striven.com/t/zero-costing-inventory-reports/642)
**Author:** [@AshleyCrest](https://community.striven.com/u/AshleyCrest)\ **Replies:** 1\ **Last updated:** [September 3, 2024, 11:20pm UTC](https://community.striven.com/t/zero-costing-inventory-reports/642 "2024-09-03T23:20:09Z")
There needs to be a way to overcome zero costing at a quick glace. A negative sold qty report would in theory do this. The Serial # report shows you when something is sold at a negative value and doesn’t jive. As it sta… --- ## [How to Perform a Customer/Vendor Merge in Striven](https://community.striven.com/t/how-to-perform-a-customer-vendor-merge-in-striven/347)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 2\ **Last updated:** [August 29, 2024, 3:01pm UTC](https://community.striven.com/t/how-to-perform-a-customer-vendor-merge-in-striven/347 "2024-08-29T15:01:32Z")
Mistakes happen, and there may be times where you wind up with duplicate Customers/Vendors saved in your Striven system. Rather than having unnecessary records cluttering up your Customer/Vendor Lists or losing any data … --- ## [Work Flows based on Transaction Details/Items](https://community.striven.com/t/work-flows-based-on-transaction-details-items/639)
**Author:** [@AshleyCrest](https://community.striven.com/u/AshleyCrest)\ **Replies:** 4\ **Last updated:** [August 26, 2024, 9:00pm UTC](https://community.striven.com/t/work-flows-based-on-transaction-details-items/639 "2024-08-26T21:00:48Z")
Is there plans to add Work Flows based on Transaction Details? For example: I have customer’s pay deposits. I want to be notified via email to project manager/sales rep once it is paid. --- ## [How do I remove Portal access from my Customers?](https://community.striven.com/t/how-do-i-remove-portal-access-from-my-customers/207)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 2\ **Last updated:** [August 15, 2024, 12:26pm UTC](https://community.striven.com/t/how-do-i-remove-portal-access-from-my-customers/207 "2024-08-15T12:26:28Z")
Need to Remove Customer Portal Access? There are a few scenarios where you might find it necessary to remove access to the Customer Portal from your valued Customers. These may include: You’ve Decided Not to Use the C… --- ## [Page Breaks in Printable Formats](https://community.striven.com/t/page-breaks-in-printable-formats/559)
**Author:** [@Gabby](https://community.striven.com/u/Gabby)\ **Replies:** 3\ **Last updated:** [June 20, 2024, 1:11pm UTC](https://community.striven.com/t/page-breaks-in-printable-formats/559 "2024-06-20T13:11:25Z")
We would like to share a helpful technique for how to use Page Breaks in your Striven Printable Formats. Page Breaks are created using HTML coding. This will help to separate pages in your format. For example, many bu… --- ## [Happiness Ratings in Striven](https://community.striven.com/t/happiness-ratings-in-striven/290)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 2\ **Last updated:** [May 30, 2024, 8:30pm UTC](https://community.striven.com/t/happiness-ratings-in-striven/290 "2024-05-30T20:30:03Z")
What are Happiness Ratings? The Happiness Rating option is a useful tool when you want to gauge the satisfaction of your Customers, Vendors, and Contacts with the services your Company is providing to them. These rating… --- ## [Chargeback and Returned Payment Process](https://community.striven.com/t/chargeback-and-returned-payment-process/612)
**Author:** [@Amiaf](https://community.striven.com/u/Amiaf)\ **Replies:** 0\ **Last updated:** [May 6, 2024, 5:37pm UTC](https://community.striven.com/t/chargeback-and-returned-payment-process/612 "2024-05-06T17:37:39Z")
If you have received a chargeback or a returned Payment from a Customer and are unsure of the easiest way to document this, here are two (2) examples of processes that can be utilized to record the payment reversal. W… --- ## [Importing data with Special Characters that may not be ASCII compatible](https://community.striven.com/t/importing-data-with-special-characters-that-may-not-be-ascii-compatible/609)
**Author:** [@DBricker](https://community.striven.com/u/DBricker)\ **Replies:** 1\ **Last updated:** [April 29, 2024, 1:47am UTC](https://community.striven.com/t/importing-data-with-special-characters-that-may-not-be-ascii-compatible/609 "2024-04-29T01:47:41Z")
This is an old problem but I cannot find it addressed in the Striven documentation or Community. If you have data that uses any of these commonly used characters - éçàóæøåä&eb;ïüèñôîΩ®©™˜¿¡§£¥€$₹ - when you export your … --- ## [How to Create a Schedule Block Calendar](https://community.striven.com/t/how-to-create-a-schedule-block-calendar/579)
**Author:** [@AshleyCrest](https://community.striven.com/u/AshleyCrest)\ **Replies:** 2\ **Last updated:** [April 4, 2024, 4:42pm UTC](https://community.striven.com/t/how-to-create-a-schedule-block-calendar/579 "2024-04-04T16:42:23Z")
Striven asked me to share how I created this Calendar that offers customers the ability to schedule appointments based on a “Schedule Block” which does not require us to send out multiple links. Create an empty calend… --- ## [Modifying Task Titles](https://community.striven.com/t/modifying-task-titles/543)
**Author:** [@CharlesCpadecks](https://community.striven.com/u/CharlesCpadecks)\ **Replies:** 5\ **Last updated:** [March 31, 2024, 7:08pm UTC](https://community.striven.com/t/modifying-task-titles/543 "2024-03-31T19:08:47Z")
We are interested in knowing if there is a way to automate tasks having a certain title, such as the name of a customer. Is there any way to automate this? I also thought of automating the number that is associated wit… --- ## [GL details with memos](https://community.striven.com/t/gl-details-with-memos/599)
**Author:** [@evarden](https://community.striven.com/u/evarden)\ **Replies:** 0\ **Last updated:** [March 23, 2024, 2:23pm UTC](https://community.striven.com/t/gl-details-with-memos/599 "2024-03-23T14:23:48Z")
Has anyone been able to get a report that exports the General Ledger activity with Memos? We need to provide the entire month GL separated by class with memos. The trial balance detail does not include memos. --- ## [Seeking Insights: Best Practices for Utilizing the Striven Career Portal](https://community.striven.com/t/seeking-insights-best-practices-for-utilizing-the-striven-career-portal/595)
**Author:** [@Pramodh](https://community.striven.com/u/Pramodh)\ **Replies:** 1\ **Last updated:** [March 22, 2024, 1:07pm UTC](https://community.striven.com/t/seeking-insights-best-practices-for-utilizing-the-striven-career-portal/595 "2024-03-22T13:07:39Z")
For those actively using the Striven Career Portal, how do you approach job posting, candidate management, internal collaboration, candidate experience, and metrics tracking? Please share your best practices and tips fo… --- ## [Estimates, Invoicing & Profitablity](https://community.striven.com/t/estimates-invoicing-profitablity/562)
**Author:** [@jfsmith](https://community.striven.com/u/jfsmith)\ **Replies:** 1\ **Last updated:** [November 13, 2023, 1:59pm UTC](https://community.striven.com/t/estimates-invoicing-profitablity/562 "2023-11-13T13:59:38Z")
We are a construction specialty product company that might be required to visit a job site multiple times throughout the installation process for our products. The period of time might be several months between our initi… --- ## [Postings Report](https://community.striven.com/t/postings-report/560)
**Author:** [@MichelleB](https://community.striven.com/u/MichelleB)\ **Replies:** 0\ **Last updated:** [November 8, 2023, 6:26pm UTC](https://community.striven.com/t/postings-report/560 "2023-11-08T18:26:35Z")
Striven has a handy accounting report called the Postings Report which gathers all transactions Posting Journal data based on the filter criteria of the report and lists them. This report can be located by navigating … --- ## [Inventory Quantity on Hand View](https://community.striven.com/t/inventory-quantity-on-hand-view/558)
**Author:** [@jaredmorland](https://community.striven.com/u/jaredmorland)\ **Replies:** 1\ **Last updated:** [October 31, 2023, 9:13pm UTC](https://community.striven.com/t/inventory-quantity-on-hand-view/558 "2023-10-31T21:13:12Z")
It would be a great help if there were a simpler way to view the quantity on hand for a specific inventory item other than being in a sales order or purchase order. When searching for an item under Accounting\>Inventory\>I… --- ## [Troubleshooting Striven Sign-In Concerns](https://community.striven.com/t/troubleshooting-striven-sign-in-concerns/553)
**Author:** [@Amiaf](https://community.striven.com/u/Amiaf)\ **Replies:** 0\ **Last updated:** [October 4, 2023, 5:29pm UTC](https://community.striven.com/t/troubleshooting-striven-sign-in-concerns/553 "2023-10-04T17:29:13Z")
We’ve gathered a list of some of the most common concerns regarding accessing the Striven Portals. This compilation aims to provide valuable insights and practical solutions to routine Portal sign-in topics. For convenie… --- ## [Credit Card Fees from Client Payments](https://community.striven.com/t/credit-card-fees-from-client-payments/540)
**Author:** [@Cheryl](https://community.striven.com/u/Cheryl)\ **Replies:** 5\ **Last updated:** [September 6, 2023, 8:08pm UTC](https://community.striven.com/t/credit-card-fees-from-client-payments/540 "2023-09-06T20:08:34Z")
What is the best way to record the credit card fees from a client paid invoice? Example: Invoice to client in the amount of $500; they pay $500 with a credit card, I receive $490 ($500 - 2% fee = $490). We are currentl… --- ## [Item Locations On Sales Orders](https://community.striven.com/t/item-locations-on-sales-orders/538)
**Author:** [@ChurchillsATX](https://community.striven.com/u/ChurchillsATX)\ **Replies:** 1\ **Last updated:** [August 29, 2023, 10:57pm UTC](https://community.striven.com/t/item-locations-on-sales-orders/538 "2023-08-29T22:57:20Z")
We are a small company and don’t keep items in stock. When creating a new sales order, we must add the location of items. Since I have no stock, I’m hoping there’s a way to disable this feature, so it is not required? [Previous page](https://community.striven.com/c/how-to/8.md) [Next page](https://community.striven.com/c/how-to/8.md?page=2)