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July'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. What is the difference between net and gross? A. The net is your cost amount and the gross is the amount that you will bill to your client.  Q. Why do I have a negative unbilled amount in the unbilled column of my job ticket? A. A negative unbilled amount indicates that you have billed a client for more than you have in gross costs for a task. For example, billing a client for $200.00 but only having $100.00 in gross costs results in a -$100.00 in the unbilled column. Q. If staff members have left the company, can I delete them from the database? A. You can delete them from Users, Access & Passwords as they will no longer be using C&P. As long as they have time entries, you can only make them inactive in the staff file. Q. I have added an A/P invoice to a purchase order but the purchase order is still open. Why? A. The A/P invoice needs to exactly match the net cost amount of the purchase order to automatically close it. In this case, you will need to manually select the closed checkbox if the PO should be closed. Q. There are many open purchase orders that are actually closed. Is there a quick way to do this? A.Yes. You can close them all at once. Choose Production > Purchase Orders. Choose Edit > Update Order Status. Click Find. Click the close checkbox for the orders that you want to close. Click Save. Q. Why are there tasks missing from the estimate window that are on a job ticket? A. Choose Production > Job Tickets. Find the job ticket. Double click on a task. The edit task window opens. The estimating/billing checkbox should be selected for each task that belongs on an estimate.
Q. Why are tasks missing from the job schedule window that are on a job ticket? A. Choose Production > Job Tickets. Find the job ticket. Double click on a task. The edit task window opens. The scheduling checkbox should be selected for each task that belongs on a schedule.
Q. I added a broadcast order, but I can't print it. Why? A. At least one buy has to be added to a broadcast order for it to print. To add a buy, click the Add buy button after saving the Add broadcast order window.
Q.Some information has been edited on a job ticket. How can I tell who has been working on a job ticket? A. The job diary gives you up-to-the-minute information about who has been working on a job and when they were working. It will also list any status code changes. You can also add manual entries in the job diary.
Q. Can a job diary entry be deleted? A. No. An entry cannot be deleted by anyone.
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