Q. Can I add a billing for a client without a job ticket?

A. You can add a Miscellaneous Billing. It is not necessary to have a job or task in order to add this billing type. Choose Accounting > Billing/Accounts Receivable. Choose Edit > Add New Invoice > Miscellaneous Billing. This type of billing will appear on A/R reports. You will also be able to find it in the client file. Choose My > My Clients > find the client. Select Viewpoint > View Invoices.

Q. Can we combine job cost and overhead costs on one A/P invoice?

A. Yes. Choose Accounting > Accounts Payable. Choose Edit > Add new invoice > Job Cost Invoice. Add the job cost distribution lines first. You can then add the overhead lines by adding NONE in the job field. It will not be necessary to add a task or gross amount in those fields.

Q. Staff is scheduling summer vacations. Is there a reminder to prompt us that staff members have scheduled personal or vacation days off when adding in the job schedule?

A. Yes. 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. When adding a vendor check, what is the maximum number of accounts payable invoices can be paid at one time?

A. A vendor check can be added for up to seventeen invoices at one time.

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

A. In order to have a date added in the client paid field, the following steps need 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. A job ticket was opened with the wrong client code. Can this be changed?

A. Yes. You can change the client code on a job ticket already added. Choose Setup > Utilities > Renumber. Select One Job's Client from the pull down menu.

Q. Where can I add a bank deposit that is not client related?

A. You can add non-client payments as bank deposits. Choose Accounting > Client Payments. Choose Edit > Add Bank Deposit.

Q. What should I do about a check that was voided in error?

A. The voided check can be unposted and deleted. You can add the check again with the original or different information.