Setup multi-currency and FX

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

4:21

Setup External Users to Access Customer Portal

Service,

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

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

2:25

Review and Post Time Bills

Review and post time bills

2:45

Resolve a Record Lock

Address record locking issues.

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

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)

1:04

Modify a Permission Group

Modify existing permission groups.

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

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

2:11

Edit a Problem Code

Configure drop down lists by adding Problem Codes.

2:02

Edit a General Code

How to edit General Codes populating drop down lists.

3:23

Define a User’s Permissions

Configure User's permissions using two methods; via user groups and individual permissions.

3:58

Define a User’s CompanyNo(s), Branch(es), Job Role(s)

Define a user's branch, company or job role.

2:47

Customize Live Data View and Report

Customize Live Data Views and associated Live Data Reports in core portions of Q360 using customizable data source administration options.

Customize Grid

Customize Core Grid

Customize columns in core portions of Q360 using options on the new “Grid Columns” tab and the enhanced “Related Tables”/”Grid View Columns” tabs.

2:33

Create Vouchers for Recurring POs

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

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

6:05

Create an Email Alert Template

Setup the alert conditions for an email notification along with the template details

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

1:40

Create a Permission Group

Create a Permission Group.

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

1:55

Assign Permissions to Create Live Data Reports

Assign Permissions to allow Creation of LIve Data Report(s), Access Data Source and Grant RUNSQL Permission.

4:03

Assign Permissions to Access Workflows

Specify a user or group name to have access to any core or standard workflow.

5:48

Assign Permissions to Access Live Data Reports

Provide permissions to a User or Group to access Live Data Reports

2.43

Assign Permissions to Access Dashboards

Create and Manage Dashboard Permissions

2:06

Approve a Posted Voucher Before Release for Payment