mpokopac, The Allocation screen will allow you to allocate hours for a task on a weekly basis or any other date range. It is real simple to setup. If you want...
Does Allocation also work for expenses? I'm trying to find a way to run a report that includes anticipated expenses for a project, based on the budget created...
Linda, Yes it does work for expenses too and you can specify any date range. However, it will allow you to allocate units not dollars. The trick is to make...
Dear Shafat, Just to expand - The bosses want to see a "simple" income/expenses report that shows the month of anticipated income, anticipated job costs by...
I've been noticing a recent problem with retainers and where they are allocated, I'm not sure why this seems to be a recent issue either..... Even though I...
I would like to express my frustration at the whole retainer process. Sometimes it works and sometimes it doesn't. Why can't we have an option to forego the...
It is even more complicated when you interface with Quickbooks. After the retainer balance is used in Billquick this is reflected in the AR balance but it is...
I've been using the retainer function for a long time now and, I agree, it was very confusing for most of that time. However, I think it is working fine now,...
Here is my take on Retainers in BillQuick: 1. When you receive a retainer payment from your client, enter it in BillQuick. Do NOT enter it in QuickBooks....
Yes, Shafat, we try to always do it that way - but it does not consistently work. Sometimes, it will clear out in QBks and sometimes it won't. We just wish...
Shirley, So that you know we are planning to allow credit payments in 2012. :) Meanwhile, if there are steps you can share with us in recreating any issues...
That is wonderful news!!!! From: BillQuick@yahoogroups.com [mailto:BillQuick@yahoogroups.com] On Behalf Of Shafat Sent: Thursday, October 13, 2011 12:12 PM To:...
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Brenda Fong
bfong@...
Oct 13, 2011 9:51 pm
I usually reverse the invoice. The time and expense becomes unbilled again and will show up in the billing review for that period. ...
For expenses that have been billed but not assigned an invoice number. Is there a way to assign the invoice # to these billed expenses? Thanks, Joanne...
Looks like my retainer question seems to be a problem that more people are encountering more than I thought! I always select to add payment to a Project name,...
Johanne, Yes your email has helped a lot of users to understand the issue better. Here is a response to your questions: "Would you like to clone the project...
In the payment screen, make sure pay method = Write Off Shafat From: BillQuick@yahoogroups.com [mailto:BillQuick@yahoogroups.com] On Behalf Of qybq84 Sent:...
How do I correct an error in the invoice details. Example a accounts receivable invoice is correctly previewed for total of $109.79 . However in the invoice...
How does BQ recognize vendor credits when the credits are processed through quick books? Thanks...
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Brenda Fong
bfong@...
Oct 17, 2011 8:49 pm
Do you want to write a small amount off prior to process the invoice or after the client has been invoiced? If after, then you would proceed in the manner...
I had this request (for an iPhone app) come up today from our users, and thought I would check into it. I didn't see a release announcement or anything, but...
Although it is not officially announced yet, the iPhone and the Android apps are available for download form respective app stores. The App works with...
I have tried the Android app. It is very basic. Since we require the use of memos on our time entry to describe what work was done, we can't use the Android...
Joe, I believe the ability to add memo is coming soon. Meanwhile I encourage you to use the BillQuick app. Here are a few reasons why: 1. There is less...
Joe, Thanks for the feedback! We also require memos in our time and expense entry. I guess I will wait until I hear that more updates have been made to the app...
The Timer itself does not have the "Always on Top" property set to true. It is only the Timer Control window that has the property ON by default. We are...