Overview
The JobTread and Controllr integration surfaces budget insights from JobTread directly into Controllr. This allows users to more intelligently allocate costs to the correct budget items. Future releases will also include the ability to push transactions directly to JobTread.
How it works
After a transaction in Controllr has a job associated with it, the cost code dropdown will clearly identify which budget lines are available, guiding the user to selecting a cost code that actually exists in the JobTread budget.
Configure - implementation details
In JobTread, navigate to Profile.
Scroll to the bottom of the page and click "Show Grants."
Copy the generated Grant Key.
In Controllr, navigate to the Integrations page and select JobTread.
Click "Enable" and paste the Grant Key into the available field.
