Create Closing Entry for Projects

Write off Invoices from Accounting > Accounts Receivable

2:28

Voucher Reimbursable Expense Claim Items

Expenses

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

0:40

View AR Quick View, Reports, Live Data

View AR Quick View, Reports, Live Data

0:39

View AP Quick View, Reports, Live Data

View AP Quick View, Reports, Live Data

0:42

View Accounting Quick Views, Reports, Live Data

View Accounting Quick Views, Reports, Live Data

5:31

Vendor Deposit

10:26

v23.02.002 Manage Project Task List

2:12

Time Bill via the Resource Console

HR,

2:12

Time Bill Project Task or Sub Task v23.01

0:37

Time Bill From Project Task

Time bill against project task and sub-task

1:09

Time Bill from My Tasks

Users can top and start their time bills from the My Tasks form

Summary Tab

Start and stop time bills in the Resource Console

Start and stop time bills in the Resource Console scheduler grid

10:32

Setup multi-currency and FX

System Admin

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

2:51

Setup AR Collection Q

Setup AR Collection Q

2:32

Set Up a Vendor Prepaid Expense on a Voucher

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

2:04

Schedule a Task via Resource Console v23.01

1:06

Schedule a Task on the Resource Console

Schedule tasks from the resource console grid

2:23

Schedule a Project Task

2:25

Review and Post Time Bills

Review and post time bills

12:46

Resource Console Overview v24.01

General,

1:25

Resource Console Overview

A general overview of the Resource Console.

3:52

Record Invoice Collection Activities

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

2:26

Recognize Monthly Pre-Paid Expenses

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

8:55

Q360 Demonstration Project Profit

Preview a demonstration of a project and its profit tab and usage around the data displayed, complemented with associated project profitability reports, including "Project WIP" and "Project Revenue/Cost Forecast" report

7:57

Q360 Demonstration Project Change Order

Preview a demonstration to create a change order and the impact on Project > Profit. Remove and/or add material/labor on a) an internal change order (impacts cost only), b) a customer change order (impacts revenue and cost).

60:06

Project Transition to Service and Closure v23.02

Projects,

Webinars

2:14

Project Task Grid Header Definitions

3:09

Project Reports

Useful insight into the status and financial details for projects

2:45

Project Profit Tab v23.01

37:12

Project Management Enhancements 23.01 Time to Learn Part 1

59:24

Project Management 23.01 Scheduling and Forecasting

Process Cash Receipt

Process Cash Receipt from Accounting > Accounts Receivable > Cash Receipts

2:10

Print Customer Statements

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

3:41

Print Checks

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

2:57

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)

1:57

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

0:37

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

1:43

Post and Release Voucher for Payment

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

4:28

Perform a Bank Reconciliation

Perform a Bank Reconciliation

2:41

Navigate the Project Profit Tab

Analyze profitability for individual projects

3:30

Multi-currency FX impact on Service Contract Invoice

Service Contract

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

7:52

Multi-currency FX impact on Quote, Order, Invoice

Sales

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

4:08

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

5:23

Multi-currency FX impact on PO, Voucher

Purchasing

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

1:01:14

MasterClass: Project Work in Process and Change Orders v23.02

2:41

Mark Project as Substantially Complete

Mark Project as substantially complete sets project Status and Install finish date...

2:47

Manage Project Task Lists

Manage and monitor all tasks for a project

11:53

Manage Project Task List v23.01

2:07

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

3:09

Invoice Service Contracts

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

2:12

Invoice Sales Orders

Invoice Sales Orders from Orders to Invoice Q

4:26

Invoice Recurring Sales Orders

Invoice Recurring Sales Orders

1:25

Invoice a Service Call

Invoice a Service Call

5:54

Invoice a Project Schedule of Values

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

2:37

Invoice a Project Progress Invoice From Task

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

1:03

Invoice a Project Order Line Items

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

2:15

Initiate ICO v23.01

2:35

Initiate Customer Change Order (CCO) v23.01

3:06

Find and View AR, AP, GL Journal Entries

Find and View AR, AP, GL Journal Entries

2:14

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

1:38

Email Options for Live Data Reports (Schedule LDRs) v23.01

2:33

Create Vouchers for Recurring POs

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

1:29

Create Schedule of Values (SOV) v23.01

1:14

Create Project Team Members v23.01

5:41

Create Project Sub Tasks v23.01

2:42

Create Open Credit for Customer

Create Open Credit for Customer based on Cash Receipt

2:16

Create an Internal Admin Project

4:42

Create an Income Statement

Create an Income Statement from Income Statement Designer and run

2:18

Create a Voucher for Received PO Items

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

1:07

Create a Time Bill from My Tasks Grid v23.02

1:10

Create a Time Bill from My Tasks Grid v23.01

3:57

Create a Service Contract from a Project

Projects,

Service Contract

8:27

Create a Project v23.01

2:39

Create a Project Task v23.01

1:57

Create a Project Task

Create tasks for project member to complete

5:03

Create a Project Sub-Task

Create project tasks from various locations in the system

1:20

Create a Project Invoice Task v23.01

1:40

Create a Project Invoice Task

Create tasks to invoice your projects

1:04

Create a Project Event

Create an event on Project and Task records to provide useful information

2:53

Create a Project

Create a project from various locations in the system

1:23

Create a Manual Voucher

Create a Manual Voucher from Vendor > Vouchers tab

1:39

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

1:44

Create a Customer Credit

Create a Customer Credit from Customer > Invoices tab

5:45

Create a Balance Sheet

Create a Balance Sheet from Balance Sheet Designer and run

3:24

Complete and Print a Standard 1099 Tax Form

HR

1:23

Close an Accounting Year

Close an Accounting Year from Accounting > Admin > Fiscal Calendar

1:33

Close Accounting Periods

Close Accounting Periods from Accounting > Admin > Fiscal Calendar

0:56

Check Project Close

Verify that there are no outstanding details prior to closing a project

2:23

Assign a Project Task or Subtask

1:37

Assign a Project Leader v23.01

2:06

Approve a Posted Voucher Before Release for Payment

[Optional Step] Approve a Posted Voucher Before Release for Payment

1:11

Add Project Team Members

Designate employee or contact to a Project and define their role on the Team

1:31

Add Project Event v23.01

2:02

Add Internal Change Orders (ICO)

Make internal change requests to project orders such as substitutions, additions, or removals

2:50

Add Customer Change Orders (CCO)

Make customer requested change requests to project orders such as substitutions, additions, or removals

3:07

Add a Checklist to a Project Task