Brett, I said it is in works. Do not have the confirmed release date yet. Definitely not in SP1 that will be released today. When I have a firm date, I will...
I set up projects as fixed fees and entered the fee amount and saved. Why, when I go into Billing Review, does the project not show up as the fixed fee?...
BillQuick review will show only those project that have approved time or expenses recorded within the date range that you are billing for. If you prefer to...
HA!!! I found it. TIP - The 'ASSIGN" tab is hidden by default and you have to go to User Preferences and click the box 'Show Assign...." Now I can start...
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Jacqui Foskett
jfoskett@...
Jun 2, 2011 2:36 pm
Hi A few days I set up an account with this email. Can I please change this to the new Yahoo email i have just created qybq84@.... Kind regards Quinn...
I would like to know the best way to resolve a current problem. Right now, my "Job Rules" do not automatically select the "Rates from Activity Table". In the...
GREAT QUESTION! Please include me in the answer! ________________________________ From: BillQuick@yahoogroups.com [mailto:BillQuick@yahoogroups.com] On Behalf...
Our production staff could benefit from a feature that allowed emails to "Groups" once job numbers are created. Previously our organization had developed an...
I would have thought that rule would be in the "rules" section of the global settings but I see it is not. An alternative would be to clone a previously...
Marie, We use the Billquick Agent add-on to get access to this sort of feature. I am pretty confident that the "notify on creation of new project/job" is one...
Marie, This should be a simple task. Please have your IT person insert an ON INSERT trigger that sends email when a record is inserted in the project table. If...
Jim, That is probably the best solution. FYI, I have added this to the wish list to make it a Global Setting in future versions. Shafat Our customers say it...
We can accomplish this requirement by sql triggers if you are using a SQL backend. However any tsql custom programming is handled through consulting services....
Shafat - we were online after hours last night and were prompted to install the latest update - can you tell me, what's new? what's improved? I tried to find a...
I would prefer not to have to "clone" something as a work around. Creating "new" jobs is the pattern. I will have to consult BQE support for more CUSTOM...
Hi Marie, I agree that cloning is a hassle work-around if that is the only reason for cloning. There are some real valuable benefits for cloning templates....
In the details tab, set the rule to include expenses in the contract. Charli Allison Office Manager Dan Winter, Architect 1024 East 1st Street Wichita, KS...
If you have real time integration turned on, it will link automatically. If not, you will need to send it to QuickBooks via the Accounting tab. Charli Allison ...
How do you setup a project, that has a fixed fee, for a task that is not based on hours, eg field visits where the contract is 10 visits at $500/visit?...
We have created a number of manual invoices. They show up in the 'invoice review' tab complete with net amount $$ and Balance $$, but when you preview the...
One way to do this is to set up visit as an expense code the default cost of this item can be $500 in your case Then you can record visit as an expense. In...
It seems to be an invoice issue, pl try using a different manual invoice template, there are several other manual invoice formats that you can pick from. You...
How do I delete an approve expense from a project and re enter in bill quick. The bill did not transfer properly and I would like to correct it. Thanks,...
