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September's FAQs |
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Below you'll find the most commonly-asked
questions about Clients & Profits for September 2004. These
questions are compiled from telephone calls and e-mails sent to
the Clients &
Profits Helpdesk.
Q. Where can I add a bank deposit that is not client related? A. You can add non-client payments as bank deposits easily by choosing Accounting > Client Payments, then choosing Edit > Add Bank Deposit.  Q. Where can I add a non-job related A/R invoice for a client? A. You can add a Misc. invoice which does not need a job number. Choose Accounting > Billing/Accounts Receivable. Choose Edit > Add new invoice > Misc. Invoice. Q. Where can I see all costs for only one job ticket? A. Choose Production > Job Tickets. Find the job. Choose File > Print reports. From the Print Reports menu, select Job Accounting. Click Job Costs. Click Print. You will be prompted to subtotal by kind. If you select yes, each cost will be grouped based on its cost kind, e.g., time, internal charges, expenses. Q. I have added a change of address for a client, yet an estimate is still printing with the old address. Why? A. For job tickets already added, you will need to update the address in the job ticket. Choose Production > Job Tickets. Find the job. Choose Edit > Edit Job > Estimate Options. Click the Copy link. The new address appears. The new address will automatically appear on newly-added jobs. Q. Where can I see all work to do for all resources for a date range? A. You can print a Work To Do report. Choose Production > Work To Do. Click to print for a start date or due date range. Add date ranges. Click Find. You can print a hard copy if you need one. Q. Can the Information Center be changed? A. Yes. The Information Center can be customized for each user. Choose > Setup > Users, Access and Passwords. Highlight the user's name. Click the customize info center link.
Q. An A/P invoice has a different amount than the purchase order. Do I need to edit the purchase order? A. No. You can add an A/P invoice, then manually close the purchase order.
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