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April's FAQs |
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See also: March 2004 FAQs February 2004 FAQs January 2004 FAQs December 2003 FAQs November 2003 FAQs October 2003 FAQs September 2003 FAQs August 2003 FAQs July 2003 FAQs June 2003 FAQs May 2003 FAQs April 2003 FAQs |
Below you'll find the most commonly-asked
questions about Clients & Profits for April 2004. These questions
are compiled from telephone calls and e-mails sent to the Clients &
Profits Helpdesk.
Q. Why doesn't the disclaimer that I entered into our estimate options show on the job? A. If you use Job Type/Spec Sheets to open new jobs, the standard estimate options are overridden by the estimate options found in the Job Type/Spec Sheets, Choose Setup > Job Type/Spec Sheets. Click once on a job type to select it. Click the link to estimate options. The disclaimer entered here will now appear on any new jobs opened as this job type. You can cut and paste your original disclaimer into this area.  Q. Can we prevent a user from writing a PO for a job that does not have a signed estimate? A. Yes. By changing the status code of a job ticket that does not have a signed estimate, you have the ability to block users from adding POs to these jobs by creating a status code for jobs that do not have a signed estimate. Choose Setup > Status Table. When you add this status code, select the option to stop users from adding entries to jobs with this status code and add a message such as "This job has no signed estimate. Do not issue any PO's". Q. Where can client meetings and phone calls be documented in Clients & Profits? A. Everything can be documented in the Client Diary. It is where you can make notes about phone calls, meetings, etc. These entries are intended to help account services manage new clients, media people track client meetings, and accounting people track client payments. All client diary entries are manually entered into Clients & Profits (unlike the job diary, no entries are automatically entered into client diaries). To view a client's diary, choose My Clients and find the client you wish to review. You can select the diary/calls link or choose Edit > Client Tools > Client Diary/Call Log to see entries. Double-clicking on an entry in the Client Diary window will allow you to view the details of that particular entry. To add a client diary entry, click the Add button in the window's toolbar. Q. How do I add a line item to an accounts receivable invoice? A. In order to add or edit line items, the A/R invoice must be unposted. To add a line item in the Accounts Receivable window (Accounting >Billings/ Accounts Receivable), choose Edit > Add Amount, and tabbing through enter the task code, amount, cGL, and click Save. To edit an A/R invoice's line item, double click on the line item in the Accounts Receivable window (or choose Edit > Edit > Billing Amounts), and tabbing through, make your changes and click Save. Q. Is there a way to copy one day's time sheet onto another day? A. Yes, time sheets can be cloned. In the Time Sheets window (Accounting > Time Sheets), find the time sheet you wish to copy. Select the clone button at top of screen. Tabbing through, edit any of the fields that need changing, and click Save. Q. I have a recurring payable set up for a vendor but the amount has changed. Where do I go to edit the recurring payable amounts? A. Choose Setup > Vendor. Find the vendor who's recurring payable you wish to edit. Select recurring payables. Highlight the period you wish to edit and select the edit icon. You can now tab through the entry editing any related information. Continue tabbing through and save. Repeat this process for any other entry needing to be edited.
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