Answers to frequently-asked questions about Clients & Profits ... and more
What should I do about a check that was voided in error? Can I set up a user to be able to review our client information but not add or delete clients? How can I write-off an A/R invoice? Get the answers to these questions and more in this month's Top FAQs
Top Macintosh FAQs
Top Windows FAQs
Cross-platform FAQs
System Manager FAQs
Tip of the Week
Newsletters
Tutorials
FAQ OF THE MONTH Purchase Orders are used to track what you have ordered from vendors. It's an easy way to control costs in two ways: it prevents a staff member from placing unapproved orders, and it keeps vendors from overcharging for their services. The Purchase Orders FAQ answers frequently-asked purchase order questions by Clients & Profits users.
Why do job tasks need a debit and credit G/L account number? Why doesn't Clients & Profits print payroll checks? Why should you use the Cash Flash? Get the inside information from the Accounting FAQs page.
What is status alert? How does someone know what jobs they're responsible for? What's the difference between traffic milestones and job status? The Production FAQs page has all the answers.
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O P
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O T E S
Cross Platform
Sharing
This tech note will help you set up cross-platform sharing of the Clients & Profits
database on either Windows Server 2003 or Windows 2000 Server.
Custom Report
Tips
The built-in Clients & Profits report writer lets users create custom job
lists, client summaries, accounting reports, and more without rekeying jobs,
clients, costs, and other data. This tech note expands on the information provided
in the Custom Reports chapter of the user guide.
Importing
logos
With a scanner and Photoshop, your shop's logo can be pasted into your
Clients & Profits database. This means invoices, estimates, purchase
orders, insertion orders, and statements can be printed on plain paper,
replacing expensive stationery or complicated preprinted forms.
Database Guide
The Clients & Profits Database Guide is a complete do-it -yourself guide to maintaining, checking, and managing your C&P database. You'll find easy-to-understand explanations about how the database works, why it can become damaged, and how to troubleshoot data problems. It's an essential resource for anyone who has to manage Clients & Profits.
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