Payments: Make payment as an External User

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.

1:40

Update a Service Call when Tech Done

Update a Service Call when Tech Done by editing Call Status

1:04

Time Bill Against a Service Call

Time Bill Against a Service Call from Call Form...

3.30

Subcontractor Information Tracking

6:57

Setup multi-currency and FX

System Admin

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

4:29

Setup External Users to Access Customer Portal

System Admin

Setup External Users to Access Customer Portal and what they can see and do once logged in

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 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.

03:27

Schedule and Dispatch a Service Call via the Resource Console

3:47

Schedule a Service Call from Resource Console

Schedule service call for technicians in the resource console

1:39

Schedule a Service Call from Call Form

Schedule Call from Call Form

2:25

Review Service Call Events

Review Service Call Events from Call Form or Event Q

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

6:45

Q360 Technican App v10.01 Overview

Overview of Q360 Technican App v10.01, from view of My Tasks list, customer site address, add/stop Time Bill, to update Call with Customer sign-off signature on mobile device.

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

1:46

Print a Q360 Service Call Report

Print a Q360 Service Call Report from Call Form Printer icon; typically prints Work Requested, Performed, and section to capture customer signature.

1:41

Preview Service Call Billing Report

Preview Service Call Billing Report, of how Invoice would render - without the costs.

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

4:32

Payments: Reports

Payments: 4 Reports - Payment Processor Deposits, Payment Processor Merchant Statements, Payment Processor Transactions, Payment Transactions

3:01

Payments: Refund/Void a Payment

Payments: Refund/Void a payment that was previously made, from Invoice > AR Journal or from Payment Transactions report

2:10

Payments: Download a Payment Processor Merchant Statement

Payments: Download a merchant's statement from Live Data Report "Payment Processor Merchant Statements"

4:16

Payments: Create, Refresh, Revoke Payment Token and Link

Payments: Create, Refresh, Revoke Payment Token and Link

1:23

Payments: Company Setup Surcharge and Fees

Payments: Admin - Set up of Credit Card Surcharge and Fees (Company Setup)

2:29

Payments: Charge a Service Call Deposit

Payments: Charge a Service Call deposit using payment processor

3:10

Payments: Add Payment Account

Payments: Add new payment account (bank or credit card) from Customer or Invoice form

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)

8:09

Monitor Service Work Queues

Monitor Service Work Queues: Dispatch Q, Event Q, Received Email Q, RMA Test Q, Service Contract Renewal Q, Vendor Service Contract Renewal Q...

3:26

Mobile Technician App

Technicians can interact with calls, tasks, and inventory using this mobile app

0:54

Mark Tech Inventory Parts Used From Technician App

Mark Tech Inventory Parts Used From Technician App - either after Shipped Release to Tech or for Inventory transferred to Technician Stock

2:38

Mark Tech Inventory Parts Used

Mark Tech Inventory Parts Used, either after Shipped Release to Tech or for Inventory transferred to Technician Stock

1:25

Mark Call Complete

Review and mark Service Call Complete via Call Extended Menu

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

1:30

Google Maps Integration

Integration,

This section describes how to integrate and use Google Maps with Q360.

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)

3:01

External User Invoice Payments

Customer Portal: External User views and pays Invoice with their credit card

3:08

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

7:14

End-to-End Flow: Customer RMA, Return to Vendor with Replacement

Warehouse

End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer

1:45

Dispatch Calls from Resource Console

Dispatch Calls from Resource Console

1:38

Dispatch Calls from Dispatch Q

Dispatch Calls from Dispatch Q

1:29

Dispatch a Call from Call Form

Dispatch a Call from Call Form

5:56

Define a Budget

Define a Q360 Budget

5:20

Deficiency Management

Track a deficiency that can be linked to a Call, Product and/or Product Detail, quote and/or order...

5:58

Customer Portal: External User Access to Reports, Dashboards

Customer Portal: External User Access to Live Data Reports, Dashboards

4:23

Customer Portal: External User Access to Projects, Tasks

Customer Portal: External User Access to Projects, Tasks (view, edit, create)

3:24

Customer Portal: External User Access to Calls

Customer Portal: External User Access to Calls (view, create, add event...)

3:08

Create Vouchers for Recurring POs

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

2:20

Create Service Rates

Service Contract Admin: Create Service Rates to configure discounts to be applied to services rendered based on defined criteria...

1:04

Create Product/System Manually

Create a Customer Product/System manually

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

2:05

Create a Service Call Event

Create a Service Call Event

5:37

Create a Service Call

Create a service call from either the Site, Product or Received Email Q

1:50

Create a Recurring Service Call

Create a Recurring Service Call - template to be used for system to auto-create Calls at regular intervals

3:16

Create a Recurring Payment Schedule – Recurring PO