# How To **URL:** https://community.striven.com/c/how-to/8.md?page=2 [Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md) **Page:** 3 --- ## [Steps to Perform a Price List Import](https://community.striven.com/t/steps-to-perform-a-price-list-import/522)
**Author:** [@Gabby](https://community.striven.com/u/Gabby)\ **Replies:** 0\ **Last updated:** [June 7, 2023, 9:01pm UTC](https://community.striven.com/t/steps-to-perform-a-price-list-import/522 "2023-06-07T21:01:19Z")
Importing Price Lists in Striven should be completed in two simple steps. The first step is to bring in ONLY new Items from the Price List. Once the new Items are imported, we recommend doing a second import to upda… --- ## [Appointment Scheduler](https://community.striven.com/t/appointment-scheduler/464)
**Author:** [@smbiz](https://community.striven.com/u/smbiz)\ **Replies:** 1\ **Last updated:** [May 15, 2023, 8:58pm UTC](https://community.striven.com/t/appointment-scheduler/464 "2023-05-15T20:58:13Z")
Is there a way to affect the inquiry fields (Name, Company Name, Phone#)? We don’t want the company name as a question, but would also like to be able to add other questions before someone schedules an appointment so… --- ## [Sample Workflow - Reminder Email when Opportunity Follow Up Date is = to Today](https://community.striven.com/t/sample-workflow-reminder-email-when-opportunity-follow-up-date-is-to-today/507)
**Author:** [@Gabby](https://community.striven.com/u/Gabby)\ **Replies:** 0\ **Last updated:** [May 12, 2023, 5:39pm UTC](https://community.striven.com/t/sample-workflow-reminder-email-when-opportunity-follow-up-date-is-to-today/507 "2023-05-12T17:39:26Z")
We recently sent an email to some of our subscribers asking for examples of Workflows they’ve created that they found useful and would like to share with us. We were not disappointed! We got some great submissions! He… --- ## [How Do Triggers and Actions Work Together in Workflows?](https://community.striven.com/t/how-do-triggers-and-actions-work-together-in-workflows/501)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [May 5, 2023, 9:23pm UTC](https://community.striven.com/t/how-do-triggers-and-actions-work-together-in-workflows/501 "2023-05-05T21:23:02Z")
If you are familiar with Striven’s Workflows feature, then you have certainly heard of Triggers and Actions. But what are they? How do they work? How are they related to each other? This post will answer these questio… --- ## [Better Profitability Reporting](https://community.striven.com/t/better-profitability-reporting/217)
**Author:** [@chriscrest](https://community.striven.com/u/chriscrest)\ **Replies:** 11\ **Last updated:** [May 5, 2023, 5:41pm UTC](https://community.striven.com/t/better-profitability-reporting/217 "2023-05-05T17:41:11Z")
We love Striven it has been easy and great for my team getting the data in, quoting and invoicing but, the reporting needs to improve. I should be able to run an invoice profitability report which factors in my labor co… --- ## [Assignments Guide - View & Update Assignments](https://community.striven.com/t/assignments-guide-view-update-assignments/487)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [March 29, 2023, 3:19pm UTC](https://community.striven.com/t/assignments-guide-view-update-assignments/487 "2023-03-29T15:19:55Z")
Would you like to make, change, or remove assignments at the Customer/Vendor level without having to go into each Customer/Vendor? You can! Just follow these simple steps and you’ll be able to update your Customer/Ven… --- ## [How do you use 'Custom Web Requests'](https://community.striven.com/t/how-do-you-use-custom-web-requests/484)
**Author:** [@scott](https://community.striven.com/u/scott)\ **Replies:** 1\ **Last updated:** [March 21, 2023, 9:21pm UTC](https://community.striven.com/t/how-do-you-use-custom-web-requests/484 "2023-03-21T21:21:39Z")
Has anyone ever successfully used the ‘Custom Web Requests’ that are in Settings-\>Integrations? There is no documentation I’ve found on it, and nothing I’ve attempted has worked. I can use Fetch from within a browser ap… --- ## [Creating City Tax Agencies in Striven](https://community.striven.com/t/creating-city-tax-agencies-in-striven/481)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [March 16, 2023, 3:32pm UTC](https://community.striven.com/t/creating-city-tax-agencies-in-striven/481 "2023-03-16T15:32:54Z")
Not all US States charge a Sales Tax at the State level, but most do. And some even charge sales tax at a City level, which is why Striven provides the ability to create Tax Agencies for Cities to record taxes when It… --- ## [Assignment Categories](https://community.striven.com/t/assignment-categories/473)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [February 22, 2023, 9:20pm UTC](https://community.striven.com/t/assignment-categories/473 "2023-02-22T21:20:03Z")
Assignments in Striven can be used for a wide variety of entities such as Customers, Vendors, Projects, Tasks, and more. The flexibility of the type of Assignment also extends to whether it is an Employee, Pool, Team,… --- ## [Custom Fields Guide - Custom Lists](https://community.striven.com/t/custom-fields-guide-custom-lists/469)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [February 15, 2023, 8:57pm UTC](https://community.striven.com/t/custom-fields-guide-custom-lists/469 "2023-02-15T20:57:56Z")
Important information can be stored in Striven easily with the use of Custom Lists. This feature will enable you to create a specific list of options for selection instead of an empty data field. For example, if you w… --- ## [Single Sign On vs. Username & Password](https://community.striven.com/t/single-sign-on-vs-username-password/466)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [February 9, 2023, 10:01pm UTC](https://community.striven.com/t/single-sign-on-vs-username-password/466 "2023-02-09T22:01:46Z")
Creating a username and password is an effective way to access Striven, but there are some benefits to using the Single Sign On (SSO) options available. One of the obvious advantages is having one less password you wi… --- ## [Custom Fields Guide - Entity Level Custom Fields](https://community.striven.com/t/custom-fields-guide-entity-level-custom-fields/462)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [February 1, 2023, 9:36pm UTC](https://community.striven.com/t/custom-fields-guide-entity-level-custom-fields/462 "2023-02-01T21:36:49Z")
In addition to Global Custom Fields, Striven provides the ability to create type-specific Custom Fields that will display for entities created of that type. For example, if you have a Custom Field you only need to dis… --- ## [1099s Export from Striven](https://community.striven.com/t/1099s-export-from-striven/459)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 2\ **Last updated:** [January 30, 2023, 3:56pm UTC](https://community.striven.com/t/1099s-export-from-striven/459 "2023-01-30T15:56:46Z")
It’s that time of year! Here are the steps to export your 1099 tax data. In Striven, navigate to Vendors → Financial → 1099 to view the 1099 Export page. First, you will want to ensure that your 1099 settings are con… --- ## [Custom Fields Guide - Global Custom Fields](https://community.striven.com/t/custom-fields-guide-global-custom-fields/460)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [January 25, 2023, 6:41pm UTC](https://community.striven.com/t/custom-fields-guide-global-custom-fields/460 "2023-01-25T18:41:03Z")
In Striven, Custom Fields allow businesses to track information for certain entities that otherwise were not available previously. You can add Custom Fields on both a type-level and on a global-level to fit your needs… --- ## [Accounting Migration Guide - Reconciliation](https://community.striven.com/t/accounting-migration-guide-reconciliation/458)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [January 17, 2023, 6:14pm UTC](https://community.striven.com/t/accounting-migration-guide-reconciliation/458 "2023-01-17T18:14:26Z")
When reconciling your accounts for the first time after performing an Accounting Migration to Striven, there are some recommended practices based on two (2) distinct scenarios. These scenarios are reconciling based on… --- ## [Accounting Migration Guide - Post Migration](https://community.striven.com/t/accounting-migration-guide-post-migration/457)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [January 10, 2023, 8:49pm UTC](https://community.striven.com/t/accounting-migration-guide-post-migration/457 "2023-01-10T20:49:00Z")
There are some important steps to follow once your Accounting data has been entered or imported into Striven. It is recommended that you verify your data to ensure the information was migrated accurately. You’re also… --- ## [Accounting Migration Guide - Performing Historical Accounting Migration](https://community.striven.com/t/accounting-migration-guide-performing-historical-accounting-migration/456)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [January 6, 2023, 8:53pm UTC](https://community.striven.com/t/accounting-migration-guide-performing-historical-accounting-migration/456 "2023-01-06T20:53:00Z")
Striven has an amazing tool that makes performing a Historical Accounting Migration a breeze! This is useful when you want to enter your historical summary data by fiscal year instead of one Journal Entry with the Ope… --- ## [Accounting Migration Guide - Retained Earnings & Net Income](https://community.striven.com/t/accounting-migration-guide-retained-earnings-net-income/455)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [December 29, 2022, 9:06pm UTC](https://community.striven.com/t/accounting-migration-guide-retained-earnings-net-income/455 "2022-12-29T21:06:41Z")
The last steps when performing the Opening Balance Migration to Striven include bringing over your Retained Earnings and Net Income before verifying your GL Account balances. In Striven, both Retained Earnings and Ne… --- ## [Accounting Migration Guide - General Ledger Balances](https://community.striven.com/t/accounting-migration-guide-general-ledger-balances/453)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [December 22, 2022, 9:55pm UTC](https://community.striven.com/t/accounting-migration-guide-general-ledger-balances/453 "2022-12-22T21:55:55Z")
When you’ve finished creating your Tax Adjustments and verifying your Sales Tax Payable account balances, you should move on to importing your General Ledger account balances into Striven. This can be accomplished usi… --- ## [Accounting Migration Guide - Tax Adjustments](https://community.striven.com/t/accounting-migration-guide-tax-adjustments/448)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [December 14, 2022, 10:37pm UTC](https://community.striven.com/t/accounting-migration-guide-tax-adjustments/448 "2022-12-14T22:37:11Z")
The next step after importing your Inventory for an Accounting Migration is to create Tax Adjustments using your Tax Liability export. Navigate to the Tax Adjustment page by clicking on Accounting → Tax → Adjust. This… --- ## [Accounting Migration Guide - Importing Inventory](https://community.striven.com/t/accounting-migration-guide-importing-inventory/446)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [December 7, 2022, 6:47pm UTC](https://community.striven.com/t/accounting-migration-guide-importing-inventory/446 "2022-12-07T18:47:45Z")
Once you have imported your Open A/R and Open A/P, you will be ready to proceed with your Accounting Migration by importing your Inventory. To do this, you will need to visit the Inventory Adjustments page in Striven … --- ## [Barcode Scanner](https://community.striven.com/t/barcode-scanner/442)
**Author:** [@AshleyCrest](https://community.striven.com/u/AshleyCrest)\ **Replies:** 0\ **Last updated:** [December 5, 2022, 6:51pm UTC](https://community.striven.com/t/barcode-scanner/442 "2022-12-05T18:51:36Z")
In our previous software we had the ability to scan barcodes from a camera on a smart phone. It would be nice if striven could allow when the camera comes up to read the barcode instead of looking for text. --- ## [Accounting Migration Guide - Importing Open AP](https://community.striven.com/t/accounting-migration-guide-importing-open-ap/441)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [November 30, 2022, 9:40pm UTC](https://community.striven.com/t/accounting-migration-guide-importing-open-ap/441 "2022-11-30T21:40:21Z")
After you’ve completed importing your AR Aging Details into Striven, as described in this Community Post, you can then begin importing your AP Aging Details. Again, you can use the Generate Sample File option to creat… --- ## [Accounting Migration Guide - Importing Open A/R](https://community.striven.com/t/accounting-migration-guide-importing-open-a-r/440)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [November 22, 2022, 8:37pm UTC](https://community.striven.com/t/accounting-migration-guide-importing-open-a-r/440 "2022-11-22T20:37:39Z")
Once you have all of your accounting information exported from your legacy system as described in this Community Post, you can begin importing your AR Aging Details into Striven. There is a Generate Sample File option… --- ## [Preparing for Migration](https://community.striven.com/t/preparing-for-migration/439)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [November 17, 2022, 9:18pm UTC](https://community.striven.com/t/preparing-for-migration/439 "2022-11-17T21:18:27Z")
There is important data you will need to export from your legacy system as of the Cutover Date to complete your accounting migration to Striven. These necessary financial reports are as follows: A/R Aging Detail A/P… --- ## [Prepayment for Inventory](https://community.striven.com/t/prepayment-for-inventory/438)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [November 10, 2022, 9:43pm UTC](https://community.striven.com/t/prepayment-for-inventory/438 "2022-11-10T21:43:31Z")
Prepaying Vendors There are three (3) options to record prepayments to Vendors in Striven before they fulfill requests. These options are explained further below: Option One: Create a Journal Entry to prepay the Ve… --- ## [How to Control Access for Independent Sales Reps](https://community.striven.com/t/how-to-control-access-for-independent-sales-reps/433)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [October 26, 2022, 8:54pm UTC](https://community.striven.com/t/how-to-control-access-for-independent-sales-reps/433 "2022-10-26T20:54:16Z")
Scenario: A Striven Subscriber wants to provide system access to Independent Sales Reps for only their assigned Customers. Here’s how this can be accomplished. There are two (2) areas of access that should be configu… --- ## [PTO and Time off Requests](https://community.striven.com/t/pto-and-time-off-requests/424)
**Author:** [@AshleyCrest](https://community.striven.com/u/AshleyCrest)\ **Replies:** 5\ **Last updated:** [October 24, 2022, 11:49pm UTC](https://community.striven.com/t/pto-and-time-off-requests/424 "2022-10-24T23:49:22Z")
How are other users managing time off and PTO balances with striven? How are you keeping track of individuals who call out, take a lot of time off and keeping it organized? --- ## [Accounting Setup Guide - Tax Setup (Tax Agencies, Tax Liability)](https://community.striven.com/t/accounting-setup-guide-tax-setup-tax-agencies-tax-liability/426)
**Author:** [@Krishy](https://community.striven.com/u/Krishy)\ **Replies:** 0\ **Last updated:** [October 12, 2022, 9:12pm UTC](https://community.striven.com/t/accounting-setup-guide-tax-setup-tax-agencies-tax-liability/426 "2022-10-12T21:12:45Z")
If your Company charges and pays taxes, it is important to configure the settings in your Striven system on the Tax Setup page. First you will want to set up whether your taxes are owed based on an Accrual basis or a… --- ## [Embedding Google Drive files, documents, or any link super easily in Striven with HTML](https://community.striven.com/t/embedding-google-drive-files-documents-or-any-link-super-easily-in-striven-with-html/400)
**Author:** [@brutledge](https://community.striven.com/u/brutledge)\ **Replies:** 2\ **Last updated:** [October 7, 2022, 5:57pm UTC](https://community.striven.com/t/embedding-google-drive-files-documents-or-any-link-super-easily-in-striven-with-html/400 "2022-10-07T17:57:32Z")
As of the Q3 2022 release, Striven no longer supports the solution detailed below. All HTML editors across Striven no longer allow embedding. This change was made to improve security. All HTML formatting must be done in… [Previous page](https://community.striven.com/c/how-to/8.md?page=1) [Next page](https://community.striven.com/c/how-to/8.md?page=3)