Create Service Rates

Write off Invoices from Accounting > Accounts Receivable

2:43

Voucher Reimbursable Expense Claim Items

Expenses

Voucher Reimbursable Employee Expense Claim Items from Expense > Review Q tab Extended Menu

0:42

View AR Quick View, Reports, Live Data

View AR Quick View, Reports, Live Data

0:50

View AP Quick View, Reports, Live Data

View AP Quick View, Reports, Live Data

0:52

View Accounting Quick Views, Reports, Live Data

View Accounting Quick Views, Reports, Live Data

7:50

Vendor Deposit

Create a Vendor Deposit (pre-payment) for a Vendor Purchase Order (recommended), as well as scenario for Vendor Deposit without a PO.

1:20

Top Up a Block Amount Service Contract

Top up a Block Amount balance on a customer Service Contract

3:13

Setup Service Contract: Associate with a Vendor Contract

Setup Service Contract: Associate with a Vendor Contract (optional) at the line item level to assist with managing the vendor side of the service

3:50

Setup Service Contract – Details, Line Items

Setup a Service Contract - Details and Line Items (before any invoicing is done)

6:57

Setup multi-currency and FX

System Admin

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...

4:06

Setup AR Collection Q

Setup AR Collection Q

2:36

Set Up a Vendor Prepaid Expense on a Voucher

Setup a Vendor Pre-Paid Expense on a Voucher Tags: Prepaid

57.43

Service II: Sell and Setup

Service,

Service Contract,

Webinars

Service II: Part 2 of 3 Service MasterClass series to discuss the Service sales process and explore setting up the Service Contracts. MasterClass Webinar presented on 2024-07-24.

11:42

Service Contract Block Amount Overview

Sell and manage block amounts of money to a customer that can then be redeemed for future service work via a Service Contract

3:32

Review and Post Time Bills

Review and post time bills

4:10

Record Invoice Collection Activities

Record Invoice Collection Activities from Collection Q or from Customer > Activities tab

2:36

Recognize Monthly Pre-Paid Expenses

Recognize Monthly Pre-Paid Expenses from Accounting > Month End > Post Pre-Paid Expense Tags: Prepaid

5:17

Process Cash Receipt

Process Cash Receipt from Accounting > Accounts Receivable > Cash Receipts

2:50

Print or Email a Vendor Remittance Advice

Print or Email a Vendor Remittance Advice from Check Register grid

2:20

Print Customer Statements

Print Customer Statements from Customer > Print icon; or Accounting > Accounts Receivable > Reports

3:29

Print Checks

Print Checks from Checks to Print or Voucher form > Print icon

7:36

Print and Post Invoices

Print and Post Invoices from Invoices to Print; or from Invoice > Print icon

5:22

Prepay Vendor in Advance for a Purchase

Prepay Vendor in Advance for a Purchase (Vendor Deposit)

3:35

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

1:19

Post Employee Expense Claim Items

Expenses

Post Employee Expense Claim Items from Expense > Review Q tab Extended Menu

2:45

Post Direct Payment for a Voucher

Post Direct Payment for a Voucher from Direct Payments Q or Voucher form Extended Menu

3:31

Post and Release Voucher for Payment

Post and Release Voucher for Payment from Un-Released Voucher Q, and Voucher Extended Menu

4:39

Perform a Bank Reconciliation

Perform a Bank Reconciliation

4:13

Multi-currency FX impact on Service Contract Invoice

Multi-currency FX impact on Service Contract Invoice (post invoice, post service revenue)

5:39

Multi-currency FX impact on Quote, Order, Invoice

Sales

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

3:15

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

4:24

Multi-currency FX impact on PO, Voucher

Purchasing

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

2:19

Monitor Service Contract Renewal Queues

Monitor Service Contract Renewal Queue and Vendor Service Contract Renewal Queue; look forward to when contracts with customer and vendor, respectively, come up for renewal

1:15

Monitor Balance on Block Amount Service Contract

Monitor balance and usage on a customer's Block Amount Service Contract

2:34

Invoice Warranty as Part of a Project

Invoice service Warranty amount as Part of a Project (optional), with creation of an OFFSET type invoice linked to Project

3:57

Invoice Service Contracts

Invoice Service Contracts from Accounting > Service Contracts > Bill Service Contracts; or Service Contract Extended Menu

3:44

Invoice Sales Orders

Invoice Sales Orders from Orders to Invoice Q

2:52

Invoice Recurring Sales Orders

Invoice Recurring Sales Orders

3:39

Invoice Finance Charges

Option to invoice finance charges on overdue accounts, e.g. as a late payment fee...

1:32

Invoice a Service Call

Invoice a Service Call

3:03

Invoice a Project Schedule of Values

Invoice a Project Schedule of Values ("SOV") from the Project > SOV tab

1:58

Invoice a Project Progress Invoice From Task

Invoice a Project Progress Invoice From Task in active state: select Extended Menu option "Invoice Now"

1:01

Invoice a Project Order Line Items

Invoice a Project Order Line Items from Project > Material tab grid extended menu

1:07

Invoice a Block Amount Service Contract

Invoice a Block Amount Service Contract from Extended Menu

4:33

Find and View AR, AP, GL Journal Entries

Find and View AR, AP, GL Journal Entries

7:08

Financial: Cash Flow Forecast

Cash Flow Forecast by Month (LDR Q0222 Cash Flow Forecast Detail)

1:39

Expire a Service Contract

Expire a Service Contract Manually

3:08

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

5:56

Define a Budget

Define a Q360 Budget

2:12

Credit/Refund Unused Block Amount

Credit/Refund Unused Block Amount balance on customer's Service Contract

3:08

Create Vouchers for Recurring POs

Create Vouchers for Recurring POs from Accounting > Accounts Payable > Bill Recurring POs

2:12

Create Service Coverage Hours Profiles

Service Contract Admin: Create Service Coverage Hours Profiles

1:04

Create Product/System Manually

Service,

Create a Customer Product/System manually

2:12

Create Product/System from a Project

Projects,

Create Product/System from a Project, e.g. at time of project substantial completion; Service Contracts can then be based on the product/system.

2:39

Create Open Credit for Customer

Create Open Credit for Customer based on Cash Receipt

2:54

Create Closing Entry for Projects

Create a project closing GL journal and ensure there are no outstanding records

3:49

Create and Use Auto Add Rules with Quotes

Sales,

System Admin

Admin: Define rules to automatically add additional Quote item(s), MasterNos, on 'Save Quote' based on criteria, e.g. Quote Sale Type, Master Item Type(s) on Quote...

5:25

Create an Income Statement

Create an Income Statement from Income Statement Designer and run

2:48

Create a Voucher for Received PO Items

Create a Voucher for Received PO Items from PO Voucher Q and PO Form Extended Menu

3:44

Create a Service Contract from Customer Site

Create a Service Contract manually from Customer Site record

5:02

Create a Service Contract From a Sales Order

Create a Service Contract From a Sales Order (converted from a Sales Opportunity with specified Recurring Monthly Revenue "RMR" value > Quote)

3:05

Create a Service Contract from a Project

Projects,

Create a Service Contract from a Project ("Create a Warranty Service Contract")

3:16

Create a Recurring Payment Schedule – Recurring PO