These plug-in applications are designed to work
with the various versions of Clients & Profits Classic, Clients &
Profits Pro, and Job Tracker unless otherwise noted. For instructions
on running plug-in applications, see the Appendix of your Clients &
Profits user guide. The Mac plug-ins are Stuffit files that need to be
decompressed with Stuffit
Expander. The Windows plug-ins are compressed WinZip
files. NOTE: Be sure to download the correct plug-in for the version of
Clients & Profits you're currently using (i.e., 2.x, 3.x, 4.x, 5.x,
etc.)
If you need something beyond the standard feature set in Clients &
Profits, there's now an option--custom programming by Houlberg Development.
Click here for details.
"Active" Clients, Vendors, Staff
Use this plug-in to reset the "active" checkbox on clients, vendors,
and staff members. It makes everyone active. For Macintosh, click ActiveFixer.sit.
For Windows, click ACTIVE.ZIP.
Billing Status = Production Status
This plug-in changes the billing status on all jobs in your database
to match the production status on each job. This plug-in is a good start
for those who have never used the billing status and would like to establish
values for that field on your job tickets. Macintosh: BillStatusProdStatus.sit.
Windows: BSTPST.ZIP.
Change Cost Status
Use this fixer to change the billing status for selected costs.
The fixer prompts you for a billing status (such as "killed") then performs
a search-and-replace on job costs. For example, you can change all costs
with status "killed" to "cancelled" in a single step. Macintosh: ChangeCostStatus.sit.
Windows: COSTSTA.ZIP.
Clear Sub-Classes
This fixer erases the sub-class setting from every G/L account.
Use when you've created a new set of sub-classes and need to clear the
old sub-classes from existing accounts. Macintosh: ClearSubClasses.sit.
Windows: CLEARSUB.ZIP.
Close Some Jobs
This fixer checks the Closed checkbox on jobs for a selected production
status. Use this fixer when you have several different "closed" status
codes. Macintosh: CloseSomeJobs.sit.
Windows: CLJOBS1.ZIP.
Export / Import
Use this stand-alone application to export data from a damaged database
to a new database. Your data is exported as tab-delimited text files
that can be opened by any spreadsheet. The Export / Import application
imports these text files into a newly-created Clients & Profits
database, called "New Database" (or NEWDATA.DF1 in Windows). The export/import
process can take several hours to complete for large (40mb+) databases.
Instructions and Export / Import files can be printed or downloaded
from the Export / Import page.
Finish Tasks
This fixer marks selected job tasks as "finished." It is useful
for production and traffic users who rarely or never actually marked
tasks as finished when they were completed. Over time, these unfinished
tasks can clog up the Work to Do window and slow down schedule reports.
The Finish Tasks fixer prompts you for a range of unfinished tasks by
due date, then marks those tasks as finished. Macintosh: FinishTasks.sit.
Windows: FINTASKS.ZIP.
Fix Billable Time
This fixer. It can be run on time costs, as well as on outside costs.
This is a common plug-in to run after converting a database from Clients
& Profits ez, 4, or PLUS to one of our current versions. Macintosh:
FixBillableTime.sit. Windows: FIXBLTIM.ZIP.
Purge Expenses
This plug-in application purges in-house expenses records from your
C&P database for any range of dates. It may be needed because the
built-in Archive/Purge utility doesn't have the option to include expenses.
Macintosh: Purge_Expenses.sit. Windows:
PURGE_EXP.ZIP.
Reconnect A/R Line Items to A/R Invoices
This fixer ensures that client invoice line items costs are correctly
"connected" to the right invoices. A/R line items can lose their internal
connections to invoices due to system freezes and disk crashes when
records are being saved. When connections between line items and invoices
are broken, some the invoice will appear correctly on the screen, but
the invoice header isn't printed (you'll only see the billing amounts,
not the invoice information). This fixer loops through every A/R line
item, reconnecting it to the correct invoice. Macintosh: ReconnectARItems.sit.
Windows: CARITEMS.ZIP.
Reconnect Costs to Jobs
This fixer ensures that job costs are properly "connected" to job
tickets. Costs are lose their internal connections to jobs due to system
freezes and disk crashes when records are being saved. When connections
between costs and jobs are broken, some costs won't appear on the Snapshot/Job
Costs reports, although they will appear on cost reports printed from
Job Tickets. That's because the Snapshots reports select costs based
on information in the JOBS file, which is connected to COSTS. (Because
the connection to some cost records is broken, those costs can't be
found by production or billing status.) Verifying one job or all job
costs/billings checks these connections, but takes much longer than
this fixer. Macintosh: ReconnectCostJobs.sit.
Windows: CCOSTJOB.ZIP.
Remove Dupes
This fixer deletes duplicate clients, vendors, staff members, jobs,
tasks (from the Task Table), status codes, and POs. Duplicate records
normally don't occur, but can be caused by imported a text file twice.
For Clients & Profits 5.x users Macintosh::
RemoveDupes5.sit. Windows: REMDUPE5.ZIP.
For Clients & Profits 4.x users Macintosh:: RemoveDupes.sit.
Windows: REMDUPE.ZIP.
Time Scrolling Fixer
Run this fixer if you are using C&P Pro/ 3.06. This fixer makes
all time entries now appear on the Time Sheet window when scrolling.
Instructions: Make a BACKUP of your database prior to running
this fixer and make sure everyone is out of Clients & Profits. This
fixer may take a long time to run depending on the size of your database.
Choose File > Open Plug-in Application. Choose the Time Scrolling
Fixer. Fix will now appear on your menu bar. Choose Fix > Scrolling
Time . Macintosh: Timescrollfixer.sit.
Windows: TIMESCROLLFIXER.ZIP.
Time X Fixer
This fixer changes the ID number on time entries through a selected
date. It prevents two time entries from having the same ID number on
databases where time has been archived then recreated using the Export/Import
utility. The Time X Fixer addds an "X" to the ID number for time entries
(e.g., ID#10488 becomes X10488).
For Clients & Profits 4.x users Macintosh: TimeXFixer4.sit.
Windows: TimeXFixer4.zip.
For Clients & Profits 2.x or 3.x users Macintosh: TimeXFixer2.sit.
Windows: TIMXFIX2.ZIP.
Update Tax on Tasks
Use this plug-in to change the sales tax setting on many job tasks
at once. The sales tax settings are copied from the Task Table to every
job task. Caution! This fixer replaces any custom taxable setting you've
made on a particular job. Macintosh: UpdateTaxonTasks.sit.
Windows: UPDTAX.ZIP.
Verify/Recover MTD Totals
Use this plug-in to verify the month-to-date totals for vendors
and clients. Macintosh: VR_MTD.sit. Windows:
VR_MTD.LBR
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