Multi-currency FX impact on Project

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.

3:21

Time Bill via the Resource Console

HR,

Time Bill against a Service Call, Project Task, Sales Opportunity via the Resource Console

1:03

Time Bill From Project Task

Time bill against project task and sub-task

2:27

Time Bill from My Tasks

Users can start and stop their time bills from the My Tasks form. Time bill against a Project Task / Task Assignment, Service Call, Sales Opportunity.

3:04

Time Bill a Task from My Tasks

Time bill a project task from My Task List.

Summary Tab

Start and stop time bills in the Resource Console

Start and stop time bills in the Resource Console scheduler grid

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

2:27

Schedule a Task on the Resource Console

Drag and drop to schedule and assign a selected Task from the Resource Console. Result is a "Task Assignment" for a user for a given timeframe.

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

9:14

Sales Opportunity Form Key Fields

Sales

Sales Opportunity form: review of key attributes e.g. Interest, Close Date, Sale Type, Value, RMR...

3:32

Review and Post Time Bills

Review and post time bills

8:30

Resource Console Overview

A general overview of the Resource Console.

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

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

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

3:09

Project Reports

Useful insight into the status and financial details for projects

59:24

Project Management 23.01 Scheduling and Forecasting

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

3:18

Navigate the Project Profit Tab

Analyze profitability for individual projects

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)

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)

03:19

Monitor Project Profitabilty

1:01:14

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

3:04

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

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

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

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

Service

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

2:44

Email Options for Live Data Reports (Schedule LDRs)

General,

System Admin

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

5:56

Define a Budget

Define a Q360 Budget

3:24

Customer Portal: External User Access to Calls

Service

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...

2:12

Create Service Coverage Hours Profiles

Service Contract Admin: Create Service Coverage Hours Profiles

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

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

3:06

Create Internal Change Order (ICO) from Project Orders tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

1:59

Create Internal Change Order (ICO) from Project Material tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Material tab.

3:36

Create Customer Change Order (CCO) from Project Orders tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:18

Create Customer Change Order (CCO) from Project Material tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Material tab.

2:54

Create Closing Entry for Projects

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

7:23

Create and Use Global Comments

General,

Sales

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

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...

2:19

Create an Internal Change Order (ICO) – addition only

2:27

Create an Internal Admin Project

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

3:05

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

Create a recurring payment schedule via a Recurring Purchase Order (PO), which serves as a template that automatically generates Vendor Vouchers on a defined schedule

4:00

Create a Quick ICO

Create a Quick ICO (Internal Change Order) to adjust project labor hours (up or down) via "Projected vs. Actual Hours" pop up grid accessible from a) Project ext. menu, or b) Projects > Quick Views > Project Status

3:30

Create a Project Task

Create tasks for project member to complete

4:15

Create a Project Sub-Task

Create project sub tasks from various locations in the system

2:25

Create a Project Invoice Task

Create a project task to invoice your project.

1:31

Create a Project Event

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

7:57

Create a Project