Q. What is a job type?

Job types classify a job by the kind of work that it is, such as brochures, media, collateral, web sites, etc. Each job type can have it's own task template, job specifications, estimate options, and creative brief, and traffic milestones. When you add a job using a Job Type, everything you set up in the Job Type window is automatically copied to the new job, saving you time. Also, many reports in C&P can be printed by Job Type.

Q. What does it mean when the Unbilled column of the job ticket has a negative number?

A negative number indicates that this task has been billed for that much more than actual costs added to that task. For example, if you have $100.00 in unbilled costs and you add a billing for $200.00 to that task, you'll see an unbilled amount of -$100.00 in the Unbilled column on the job ticket.

Q. Can I use the same Accounts Payable Invoice number more than one time?

No. Because the invoice number posts as your General Ledger reference number, you should only use an accounts payable invoice number once. The invoice number should be limited to a total of ten digits and can be alpha-numeric.

Q. How can I void a check?

Choose Accounting > Checkbook > Edit > Check Tools > Void Check. The default checking general ledger account number will default. Add the same check number in both the from and to field. If this was a vendor check, the balance will be updated on the accounts payable invoice. You can print a list of voided checks by clicking the Print Reports button.

Q. Where are the milestone codes setup?

Milestones mark the important steps in a job's development, such as meetings, approvals, vendor due dates, and more. They are setup for each Job Type/Spec Sheet . Choose Setup > Job Type/Spec Sheets. Click on the Milestones link. You'll see all of your job types listed, and you can add up to 12 steps for each job type. After setting them up, you'll find that traffic reports are much more helpful in managing your shop's workflow.

Q. How do I write off A/R invoices as a "bad debt"?

Accounts Receivable invoices can be written off as a bad debt by adding a client payment but changing the dGL account from your income account number to your bad debt general ledger account number. The bad debt amount will credit your accounts receivable and debit the bad debt account instead of your cash account.

Q. How can we add more client retainer billings if a client's retainer schedule is full?

You can clear a client retainer schedule window. But first print the information for your records. Choose My > My Clients. Find a client. Click the Retainer link. Click the Print button. A client's retainer history including invoice numbers and dates billed is printed. Click the Clear button. When cleared, you'll be able to add a new retainer schedule.

Q. Can a job ticket be opened again after closing it?

Yes. You can simply deselect the closed box on the job ticket. This job ticket will now have a production status code of reopened.