Multi-currency FX impact on Quote, Order, Invoice

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.

2:00

Update Opportunity Reminder

Set Sales Opportunity Reminder on the Opportunity

Update Group Fields on Quotes – Using Sections

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Update Activity Follow Up date for Activity linked to Sales Opportunity

1:01

Update a Funnel Step

Users update funnel steps that are assigned to them

3:21

Time Bill via the Resource Console

HR,

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

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

Summary Tab

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

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

2:36

Set Up a Vendor Prepaid Expense on a Voucher

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

9:14

Sales Opportunity Form Key Fields

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

54:13

Sales Forecasting with Q360 v23.02

Sales,

Webinars

5:21

Sales Forecast Quick View

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

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

2:21

Quote Sections Auto Split

Quote Line Item - Section: optional section line flag setting to automatically split a section, i.e. automatically repeat section row - with its subsequent child row(s) - if quantity is set to > 1

6:01

Quote Revisions

Create, compare and print Quote revisions

4:02

Quote Item Section Duplicate vs Copy

Quote Line Item - Section: Differentiate between 'Duplicate Section' (from Section panel 'Add') and 'Copy Section' feature (from Section panel 'Ext. Menu')

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

0:37

Print a Quote

Print a Sales Quote Proposal

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)

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)

4:20

Mark Funnel Steps Complete

Mark a funnel step complete when the work for a step is complete

4:13

Managing Optional Flags on Quote Line Items

Add and view impact of flagging a Quote Line Item as 'Optional'

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

2:17

Integration with GreatAmerica

Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options

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

7:25

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

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

7:23

Create and Use Global Comments

General,

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...

2:39

Create and Process a Quote

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a 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

1:27

Create a Site

Track customer site specific details such as contacts, sales, service, projects, and accounting

2:31

Create a Sales Opportunity

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

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

2:16

Create a Manual Voucher

Create a Manual Voucher from Vendor > Vouchers tab

2:00

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

2:03

Create a Customer Credit

Create a Customer Credit from Customer > Invoices tab

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company