Multi-currency FX impact on Service Contract Invoice

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

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

2:59

Setup Service Contract – Details, Line Items

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

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

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.

6:22

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.

2:25

Review and Post Time Bills

Review and post time bills

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

3:36

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

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)

2:25

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

1:27

Monitor Balance on Block Amount Service Contract

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

1:49

Invoice Warranty as Part of a Project

Invoice service Warranty amount as Part of a Project (optional)

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

1:22

Invoice all Service Contracts within Bill in Advance Days

1:19

Invoice a Service Contract

Invoice a Service Contract from Extended Menu

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

1:07

Invoice a Block Amount Service Contract

Invoice a Block Amount Service Contract from Extended Menu

3:06

Find and View AR, AP, GL Journal Entries

Find and View AR, AP, GL Journal Entries

1:06

Expire a Service Contract

Expire a Service Contract Manually

2:14

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

1:22

Credit/Refund Unused Block Amount

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

2:33

Create Vouchers for Recurring POs

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

1:36

Create Service Coverage Hours Profiles

Service Contract Admin: Create Service Coverage Hours Profiles

0:58

Create Product/System Manually

Service,

Create a Customer Product/System manually

2:19

Create Product/System from a Project

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

2:42

Create Open Credit for Customer

Create Open Credit for Customer based on Cash Receipt

1:08

Create Closing Entry for Projects

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

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

3:38

Create a Service Contract from Customer Site

Create a Service Contract manually from Customer Site record

2:12

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)

3:57

Create a Service Contract from a Project

Projects,

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

1:06

Automatically Renew a Service Contract

Automatically Renew a Service Contract, with Renewal Type = AUTO

2:06

Approve a Posted Voucher Before Release for Payment

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

2:47

Apply a Service Contract Block Amount Against a Service Call

Apply a customer's Service Contract Block Amount Against a Service Call for that customer

2:20

Adjust a Service Contract’s Product Coverage