Q. What date will populate the "Client Paid" field on the A/P Invoice?

In order to have a date added in the client paid field, the following steps needs to take place in the exact order. Post the Job Cost A/P invoice. Bill this cost to the client on an A/R invoice. Add the client payment to this A/R invoice. The date that this client payment was posted will now appear in the client paid field.

Q. Is it really necessary to print a proof list before posting?

It is always a good idea to print a proof list for anything in Clients & Profits that will be posted. That way, you can make sure that the information is correct before posting, saving you effort in in making any necessary corrections, and keeping your audit trail clean.

Q. Can more than one checking account be setup?

Yes. Choose Setup > Chart of Accounts > Highlight Assets and click on the pencil to add a new g/l account. It must be selected as a checking account. The check numbering must be a completely different set of numbers than the other checking accounts. These check numbers are the reference numbers that post to the general ledger. You will then need to edit the cGLwhen adding a check to a checking account other than that of the main default account set in preferences.

Q. What is a Project?

A Project is a unique code that will link multiple job tickets for the purpose of printing estimates, invoices, and reports. Adding a project is easy. Choose My > Clients. Choose Edit > Edit Client > Client Project. You will add a unique code or word to setup the project. Remember that this is case sensitive when adding to the job ticket. To add a project to a job ticket. Choose Production > Job Tickets. Find a job ticket and click Edit. The Project field is the first of the six user-defined fields. You can add this project to as many job tickets as desired. You can auto-bill by a project. Choose Accounting > Accounts Receivable. Choose Edit > Auto Bill. Click the Client pop-up menu, and select Project. You have the option to combine the jobs onto a single invoice.

Q. How do I manually close a purchase order?

While you don't necessarily have to close POs, you may want to if you have many open purchase orders with small negative or positive balances or open purchase orders that you've already added the Accounts Payable invoices for. You can close these purchase orders manually one at a time by clicking the close box on the PO, or you can close many of them all at once. To close many at a time, choose Production > Purchase Orders, then from the menu bar, choose Edit > Update Order Status and click the Close checkbox for all orders you'd like to close now.

Q. With summer vacations right around the corner, is there a reminder to prompt us that staff members have scheduled personal or vacation days off while scheduling jobs?

You can schedule these days by choosing Setup > Staff. Find the staff member. Select Availability. Select a date on the calendar. Each staff member has his own Availability window in their staff file. There will be a reminder prompt when attempting to schedule this staffer for a task in the job schedule window.

Q. Can the work assigned to a resource be transferred to another resource ?

Yes. Choose Setup > Staff. Find the staff member. Select Availability. Select Reassign Tasks.

Q. A user is getting the prompt that the Information Center needs to be customized.

Choose Setup > Users, Access and Passwords. Highlight the user name on the left side of the window. Select Customize Info Center. Select the six key areas of the program that this user will be accessing in order to provide a shortcut. The Information Center window will appear after logging in or can be accessed by Choosing My > My Information Center. The Information Center can be customized for each user.