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August's FAQs |
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Below you'll find the most commonly-asked
questions about Clients & Profits for July 2004. These questions
are compiled from telephone calls and e-mails sent to the Clients &
Profits Helpdesk.
Q. I have a job ticket that was added with a job type/spec sheet. Can I add additional tasks? A. Yes. Choose Edit > Add new job tasks.  Q. Can I delete several tasks on a job ticket? A. Tasks without costs or billings can be deleted. Choose Edit > Delete selected tasks. Q. Must all job type/spec sheets have the same milestone defaults? A. No. Each job type/spec sheet can have its own customized milestones. Choose Setup > Job Type/Spec Sheets > Milestones. Q. On the first of the month, the accounting period changes. Where can I set the new accounting period default? A. Choose Setup > Preferences > Accounting Periods. Q. Can I still work and post in a prior accounting period? A. Yes. Unlocked prior accounting periods can have data added to them. As you're adding the transaction, use the pull down menu and select a prior period. Q. Where can I customize a user's Information Center? A. Choose Setup > Users, Access and Passwords. Highlight the user's name. Click on customize information center.
Q. A staff member has a name change. How can I change their log in initials? A. Choose Setup > Utilities > Renumber > Staff member. Add the current initials and then the ones that you wish to change to.
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