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October's FAQs |
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Below you'll find the most commonly-asked
questions about Clients & Profits for October 2004. These
questions are compiled from telephone calls and e-mails sent to
the Clients &
Profits Helpdesk.
Q. What should I do about a check that was voided in error? A. The check can be unposted and deleted. You can add the check again with the original information.  Q. How can I write-off an A/R invoice? A. You can add a write off through client payments. Choose Accounting > Client Payments. Choose Edit > Add Payment. Select write off. Add the dGL to be used, usually a bad debit expense account. Q. How do I write-off old A/P invoices on the aging that we will not be paying? A. You can add a Vendor Credit through the checkbook. Choose Accounting > Checkbook. Choose Edit > Check Tools > Add Vendor Credit. Add the cGL to be used, usually the job cost or expense account from the original invoice. Q. Why am I getting a message that time can not be edited over seven days when trying to edit time? A. The time entry is more than seven days old but you only have access to edit within that date range. The number of days that a staff member can add/edit time sheets can be edited. Choose Setup > Users, Access & Passwords. Highlight the user’s name. Click Access Privileges. Click Costs. Q. Do we really need to be working in the latest update? A. Yes. It is best to work in the latest version of C&P. Each update contains the latest fixes and enhancements. Q. Do we really need to backup our database? A. Yes. You should backup your database every night and keep at least two weeks of backups in a safe place.
Q. Can I set up a user to be able to review our client information but not add or delete clients? A. Yes. Choose Users, Access & Passwords. Highlight the user. Click Access Privileges. Click Menus. Click the Clients checkbox. Don’t click the checkbox for adding or deleting clients.
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