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March's FAQs |
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See also: 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 March 2003 FAQs |
Below you'll find the most commonly-asked
questions about Clients & Profits for March 2004. These questions
are compiled from telephone calls and e-mails sent to the Clients &
Profits Helpdesk.
Q. I need to edit the cGL on a task in the Task Table. Will this affect all jobs so they bill correctly? A. All new jobs that use this task will show this G/L account as the account to credit when costs in this task are billed. To insure that existing jobs that use this task are updated with the new account number, select the option in the task edit window to update existing job tasks. Choose Setup > Task Table then double click on the task. You will see this option at the bottom of the Edit Task window.  Q. Can I print the job specifications on the invoice? A. Yes! Choose Accounting > Billing/Accounts Receivable. Find an invoice. Choose Edit > Edit > Options. Select the checkbox "show job description." The job specs will now print at the bottom of the invoice. Q. What needs to be done when users get a message that their information center has not been customized? A. To customize your users' information centers, choose Setup > Users, Access and Passwords. Highlight the user record you will be customizing and click on the link "customize info center." You can customize the settings for each user by clicking on the pop up menu indicated for each box and selecting the menu item you would like to be represented here. Once that is done the message to customize the info center will no longer appear. You will need to follow the same procedure for each user. Have the user reintroduce themselves to make changes effective. Q. When I try to edit a time entry that was entered some time ago, why do I get a message that I cannot edit time more than 7 days old? A. This limit is in your user access privileges. Choose Setup > Users Access & Passwords. Highlight your initials. Click the link to access privileges. Click the Costs button. Enter the number of days you wish to be able to add/edit time. If you leave this field blank, there will be no limit on the number of days you can add or edit time. Q. Is there a report that will total the vacation and sick time that was added for each staff member on time sheets? A. Choose Snapshots > Job Costs. Select to print Task Costs. Enter the date range you wish to review. At the "Select costs by:" select to print costs by task. Enter the task code for vacation/sick time. Mark the option to only include time. This report will sort by task and staffer with a subtotal for each staff member. 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. Diary entries for jobs are entered automatically. Client diary entries are entered manually. 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. What is the difference between a subclass to a g/l account and a rollup account? A. Subclasses are used to sort and subtotal accounts on financial statements. They group accounts that have the same kind of function, such as: current assets, fixed assets, current liabilities and long-term liabilities. Subclasses are optional and user-defined, so you can create as many as needed. Also, an account's subclass can be edited anytime. Roll-up only accounts are used for display purposes on financial statements, and are only used for printing. Roll-up only accounts cannot have entries added to them, and these accounts do not carry a balance.
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