The 'Manage Deputy Areas' button isn't showing
The Manage Deputy Areas button WILL NOT SHOW if there are no cost categories in the Actual Costings screen of your job. If this is the case, you'll need to add at least one cost category.
Timesheets won't sync
Note: the following explanation assumes you have successfully linked the location/areas and that your Deputy is currently connected.
Deputy has a rule restricting timesheets for people who have been invited into Deputy but not accepted the invitation.
Using the below example, is that all else being fine, approved timesheets for Matt will sync to Buildxact, but timesheets for Dan will not as he has not accepted the invite in Deputy.
What does 'Deputy Area: 'xxxxxxxx' not assigned to any category in Job #xxxxxx' mean?
The above error message means that a Deputy Area is not linked to any Buildxact Cost Category. This happens when an Area has been added directly into Deputy and there is no link between this and the Cost Categories in Buildxact.
To fix this, go to the Job details tab of the corresponding job in Buildxact and follow these steps:
Click Manage Deputy Areas
Choose which Buildxact category you want to link that Deputy area to from the dropdown menu.
Note: If you want a Cost Category that exactly matches that Deputy Area, you can create a new Category in the Actuals Category field first