|
|
|
 |
February's FAQs |
See also: January 2003 FAQs December 2002 FAQs November 2002 FAQs October 2002 FAQs September 2002 FAQs August 2002 FAQs July 2002 FAQs June 2002 FAQs May 2002 FAQs April 2002 FAQs March 2002 FAQs February 2002 FAQs January 2002 FAQs December 2001 FAQs |
Below you'll find
the most commonly-asked questions about Clients &
Profits for February 2003. These questions are compiled
from telephone calls and e-mails sent to the Clients
& Profits Helpdesk.
Q. When I review my job ticket, I have a negative amount in my Unbilled Column: What did I do wrong? A. You have done nothing wrong. Negative amounts in the unbilled column indicate that tasks have been billed in excess of costs. In Clients and Profits, you have the option to bill purchase orders , insertion orders, or broadcast orders, as well as other estimated costs, upfront before the vendor invoice has been received and booked. As cost are applied to that task the amount will reduce to zero. As cost exceed the Prior Billed amount a postive amount will show as Unbilled.  Q. I would like to preview a report on my Computer screen before printing it to the printer is there a way to have the program default to the screen first? A. Yes. The system manager can set the program to default to either print to screen or printer for each user. To set the default to print to screen, choose Setup Users Access and Passwords. Click on each user initals and select the General button. At the bottom of the general options screen is a selection to always print to screen or printer. Change the default to screen and save. The users privileges take place the next time the user logs into the program. Q. When I close a job, I have the program write off any unbilled cost. How does that effect the General Ledger? A. It does not. The general ledger was updated when the accounts payable invoices, checks, accounts receivable invoices and payments were originally posted. Writing off the costs in the job ticket is only a status change. Q. I'm adding a new employee in the staff file so they can bill time. Where do I enter their cost and billing rates? A. Staff costs and billing rates are added by choosing Setup > Staff. Click on the billing rates button. Click on the Add button and enter the cost and billing rates per hour for standard and overtime rates as needed. You can also set custom billing rates for specific clients/task in this area. 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. |
|||||||||||
