|
|
 |
November's FAQs |
|
See also: October 2003 FAQs September 2003 FAQs August 2003 FAQs July 2003 FAQs June 2003 FAQs May 2003 FAQs April 2003 FAQs March 2003 FAQs February 2003 FAQs January 2003 FAQs December 2002 FAQs November 2002 FAQs |
Below you'll find
the most commonly-asked questions about Clients &
Profits for November 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 positive amount will show as Unbilled.  Q. How do we get an old purchase order off of our open PO reports? A. You need to close the old purchase order. Closing an purchase order sets its balance to zero, leaving its net and gross amounts unchanged. And Orders with zero balances don't appear on open PO reports. To close a purchase order, find the purchase order in the Purchase Order window (Production > Purchase Orders), then click the Closed checkbox. Q. Can I change the job number or an amount on a purchase order? A. Yes. To change the job number, highlight the line which has the incorrect job number and double click. This opens the Edit Purchase Order Amount screen. You can now tab through correcting the job number or any incorrect information on that line. Q. Can multiple reps be added and then selected when adding purchase orders? A. Only one rep can be added as the default in the Vendor file (Setup > Vendors) but the rep name can be edited in the purchase order window (Production > Purchase Order). To edit the rep's name, in the Purchase Order window, click the "Vendor Info" link. This opens the "Vendor Information" window, where you can edit the rep's name for this particular purchase order. Once the name is changed, click Save. Q. Does Clients & Profits have any recommendations on what we should do to maintain our database? A. Yes, the Database Guide contains all of the information you need to know, from hardware requirements to information that will keep you up and running with minimal downtime. Q. In the General Ledger's Chart of Accounts, what's the purpose of the Suspense account? A. The suspense account (999998) is updated when the program isn't able to find the account entered on the transaction. It's an important account because it acts as a safety net when the wrong account, or no account, is entered. When entries are found in the suspense account, they are reversed out of suspense and into the correct account. Therefore, it is a good idea to regularly check the suspense account for possible misplaced entries. Q. How can we stop a task that has not been estimated from showing on the printed estimate? A. The job's estimate has many options that change the way the estimate looks and behaves. From the Job Tickets window, choose Edit > Edit Job > Estimate Options. Clicking on the option to "Hide tasks with no estimates" will prevent tasks with no estimated amounts from printing on the estimate.
|
|||||||||||||||
