Q. How do I add a new default sales tax rate?

If you need to edit your default sales tax rate, choose Setup > Preferences > Sales Tax. Clients & Profits will let you add up to 2 default sales tax rates. If the new default sales tax rate applies to your current clients, you'll need to edit each client's billing information (choose My > My Clients, then click the Billing Info link). The changes you've just made will affect new estimates and invoices added; changes aren't retroactive.

Q. Where can I add a change of address for a Vendor?

Choose Setup > Vendors > Find the vendor > click on Edit > edit the address and save. Click on Addresses > Click Copy to copy the same address for Purchase Orders and Checks.

Q. Do we really need to backup our database?

Yes. You should backup your database every night and keep at least two weeks of backups in a safe place.

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

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?

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. When adding a vendor check, how many accounts payable invoices can be paid at one time?

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

Q. We would like to edit the date format.

Preferences > General > make a new selection > close the window > Choose File > Introduce Yourself.

Q. Where can I edit check margins?

Choose Accounting > Checkbook. Click Print Checks. Select the correct check format. Click on Change Margins.

Q. A job ticket was opened with the wrong client code. Can this be changed?

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. If the job number for this job ticket contains the client code, then you will also need to renumber the job ticket. Choose Setup > Utilities > Renumber. Select Job Number from the pull down menu.

Q. Can I add a credit memo for a client in Clients & Profits?

A credit memo can be added. Choose Accounting > Billing/Accounts Receivable. Click Add. Add an A/R invoice with negative amounts. Credit Memo will print as the heading in lieu of Invoice.