Tag: "tip"

Tip of The Week: Adjust 1099 margins easily
[ 0 ] April 21, 2014

Tip of The Week: Adjust 1099 margins easily

Since there are so many types of printers and print drivers, you may have to adjust your 1099 form margins. It’s easy to do. First, print a 1099 to plain paper. Hold that up against the form itself to see how the margins are. If you need to adjust them, choose Setup > Utilities > [...]

Tip of The Week: How do I check my work?
[ 0 ] April 14, 2014

Tip of The Week: How do I check my work?

Before you post your work, it should be checked for accuracy. After all, it’s easier to catch mistakes day to day than waiting for the end of the month. The only report that prints unposted work is a proof list. Choose File > Proof/Post. Print a proof list for only the work you’ve added by [...]

Tip of The Week: Easy to import payroll information
[ 0 ] April 7, 2014

Tip of The Week: Easy to import payroll information

What is the quickest and easiest way to do payroll yourself? It’s CheckMark Payroll software. CheckMark specializes in payroll, so you can be sure you’re doing payroll correctly. And it links with your Clients & Profits software, so you can import all the payroll information into your C&P General Ledger. No double-entry of payroll details! [...]

Tip of The Week: Vendor and client name changes
[ 0 ] March 31, 2014

Tip of The Week: Vendor and client name changes

Vendors and clients sometimes change their name. To edit a name, simply find the client or vendor in their respective files, click the Edit button, and edit the name. If you want to also change the vendor or client number, do this: Choose Setup > Utilities > Re-number. Click the re-number pop-up menu. Select the [...]

Tip of The Week: Too many clients and vendors!
[ 0 ] March 17, 2014

Tip of The Week: Too many clients and vendors!

Do you have many vendors or clients on your lookup lists that you no longer work with? If so, you can shorten those lookup lists by making clients and vendor inactive. For vendors, choose Setup > Vendors. Find the vendor. Click the Edit button to open the Edit Vendor Account Information window. Deselect the Active [...]

Tip of The Week: Show previous billings on current invoice
[ 0 ] March 10, 2014

Tip of The Week: Show previous billings on current invoice

It’s easy to show a client previously billed amounts on a current billing. You’ll need to select each task with previous billings to print on a current invoice even if the task doesn’t currently have an unbilled amount. (Choose Accounting > Billing/Accounts Receivable. Find your invoice. Click the Options button. Select either option that includes [...]

Tip of The Week: Too many jobs!
[ 0 ] March 3, 2014

Tip of The Week: Too many jobs!

Too many jobs is a good thing. But having too many jobs in your job lookup list is not! Easily limit the job lookup list by status code range, so that only active jobs appear. It can always be expanded to include all jobs if needed. (Choose Setup > Users, Access, & Passwords. Double-click on [...]

Tip of The Week: Trying to bill a newer cost?
[ 0 ] February 24, 2014

Tip of The Week: Trying to bill a newer cost?

Trying to bill a newer cost for a task and leave an older cost unbilled? Go to job ticket WIP window. Edit the older cost’s billing status to On-hold. Now add an A/R invoice that bills the job’s costs. Only currently unbilled costs are selected for billing. Once the invoice is saved, you can edit [...]

Tip of The Week: Easily add internal charges
[ 0 ] February 17, 2014

Tip of The Week: Easily add internal charges

Adding internal charges is easy if you first set up the internal charge items table. The table provides a place to record all the important details about job assets such as what the item is called, its size, task it’s associated with, unit, and unit cost. With all this information added, it’s an easy process [...]

Tip of The Week: Preserve previous financial reports
[ 0 ] February 10, 2014

Tip of The Week: Preserve previous financial reports

You can void a check from a prior accounting period without changing that period’s financial reports. If you lock the accounting period in which a check was originally written, C&P prompts when voiding that the period is locked; and asks if you want to void in the current accounting period. Click Yes. The void is [...]

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