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June's FAQs |
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Below you'll find the most commonly-asked
questions about Clients & Profits for June 2004. These questions
are compiled from telephone calls and e-mails sent to the Clients &
Profits Helpdesk.
Q. Can a job number be changed after a job has been added? A. Yes. Choose Setup > Utilities > Re-number. From the re-number pop-up menu, select Job Number. You will then add the current job number and the one that you want to change it to.  Q. Can the client on a job ticket be changed? A. Yes. Choose Setup > Utilities > Re-number. From the pop-up menu, select One job's client. Add the job number. Then add the client that you want to change to. Q. Is tabbing really necessary? A. Yes. Tabbing through all fields is C&P's way of error checking and forming the correct calculations. Q. What is the correct procedure for a system manager to edit a user's access in Clients & Profits? A. A user should not be in C&P while their access is being edited. A System Manager should edit the access as needed. Q. How can a System Manager be sure that a User has the correct access? A. A System Manager should log in as a User to test the access. Q. How can I limit the number of job tickets that are printing on job reports? A. Be sure to edit the status code range to only the jobs that you want to see.
Q. Will unposted A/P and A/R invoices print on accounting reports? A. No. Only posted invoices print on all reports (except the proof list).
Q. Do I really need to print a Proof List before posting? A. Yes. It is a good idea to print a proof list first to check for any data entry errors before posting.
Q. If a job ticket has been added with a job type/spec sheet, can I add additional tasks that were not included on the job template? A. Yes. While on a job ticket, click on the add tasks toolbar button. It will take you to a window to add additional tasks.
Q. Can I edit the next A/R invoice number? A. Yes. Choose Setup > Preferences > Accounting. The next A/R invoice number can be edited there.
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