Create a Customer Change Order (CCO) Quote &#8211; addition only

Write off Invoices from Accounting > Accounts Receivable

1:48

Workflows for End User

Learn the basics for viewing and filtering workflows

2:43

Voucher Reimbursable Expense Claim Items

Expenses

Voucher Reimbursable Employee Expense Claim Items from Expense > Review Q tab Extended Menu

5:11

View Grid Data

Configure your grid and columns, view and filter your data set.

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

10:26

v23.02.002 Manage Project Task List

2:00

Update Opportunity Reminder

Set Sales Opportunity Reminder on the Opportunity

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Update Activity Follow Up date for Activity linked to Sales Opportunity

2:12

Time Bill via the Resource Console

HR,

2:12

Time Bill Project Task or Sub Task v23.01

1:03

Time Bill From Project Task

Time bill against project task and sub-task

2:27

Time Bill from My Tasks

Users can start and stop their time bills from the My Tasks form. Time bill against a Project Task / Task Assignment, Service Call, Sales Opportunity.

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

1:04

Time Bill Against a Service Call

Time Bill Against a Service Call from Call Form...

3:04

Time Bill a Task from My Tasks

Time bill a project task from My Task List.

2:41

Tech Return of un-used Master

Tech Return of un-used Master for Technician Inventory obtained as a result of Branch Transfer, or Shipped "Release To Tech"

Summary Tab

Start and stop time bills in the Resource Console

Start and stop time bills in the Resource Console scheduler grid

3:50

Setup Service Contract – Details, Line Items

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

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

1:18

Set Asset as Missing, decreasing Quantity for “A” Type Master

Set Asset as Missing, decreasing Quantity for "A" Type Master

6:17

Search Records and Navigate Form

Search Records and Navigate Form - a navigation tour for a new user

4:13

Seach with Wildcards

Search with wildcards to refine results, e.g. "%", "_", /"...

1:51

Scrap Item from RMA TEST Q

RMA TEST Q: Scrap Item received as Customer RMA

2:04

Scrap Asset, decreasing Quantity for “A” Type Master

Scrap Available Inventory Asset, decreasing Quantity for "A" Type Master

2:27

Schedule a Task on the Resource Console

Drag and drop to schedule and assign a selected Task from the Resource Console. Result is a "Task Assignment" for a user for a given timeframe.

1:39

Schedule a Service Call from Call Form

Schedule Call from Call Form

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

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

2:52

Return to Vendor from RMA TEST Q

RMA TEST Q: Return to Vendor with no replacement for Item received as Customer RMA

2:33

Return to Customer from RMA TEST Q

RMA TEST Q: Return to Customer Item received as Customer RMA

12:46

Resource Console Overview v24.01

General,

1:25

Resource Console Overview

A general overview of the Resource Console.

3:18

Reminder Notification

4:10

Record Invoice Collection Activities

Record Invoice Collection Activities from Collection Q or from Customer > Activities tab

2:13

Receive Customer RMA Item in RMA Q

Receive Customer RMA Item in RMA Q

3:39

Receive a Purchase Order

Receive a Purchase Order ("PO")

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

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')

8:55

Q360 Demonstration Project Profit

Preview a demonstration of a project and its profit tab and usage around the data displayed, complemented with associated project profitability reports, including "Project WIP" and "Project Revenue/Cost Forecast" report

7:57

Q360 Demonstration Project Change Order

Preview a demonstration to create a change order and the impact on Project > Profit. Remove and/or add material/labor on a) an internal change order (impacts cost only), b) a customer change order (impacts revenue and cost).

60:06

Project Transition to Service and Closure v23.02

Webinars

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

3:09

Project Reports

Useful insight into the status and financial details for projects

2:45

Project Profit Tab v23.01

59:24

Project Management 23.01 Scheduling and Forecasting

Webinars

2:20

Print Customer Statements

Print Customer Statements from Customer > Print icon; or Accounting > Accounts Receivable > Reports

0:37

Print a Quote

Print a Sales Quote Proposal

1:46

Print a Q360 Service Call Report

Print a Q360 Service Call Report from Call Form Printer icon; typically prints Work Requested, Performed, and section to capture customer signature.

1:41

Preview Service Call Billing Report

Preview Service Call Billing Report, of how Invoice would render - without the costs.

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

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

4:39

Perform a Bank Reconciliation

Perform a Bank Reconciliation

2:41

Navigate the Project Profit Tab

Analyze profitability for individual projects

9:21

Navigate Q360

Explore Q360 Toolbar and Layout - a navigation tour for a new user

4:08

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

2:57

Move to Available Inventory from RMA TEST Q

RMA TEST Q: Move to Available Inventory Item received as Customer RMA

1:15

Monitor Balance on Block Amount Service Contract

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

1:43

Modify a Permission Group

Modify existing permission groups.

1:01:14

MasterClass: Project Work in Process and Change Orders v23.02

3:04

Mark Project as Substantially Complete

Mark Project as substantially complete sets project Status and Install finish date...

4:20

Mark Funnel Steps Complete

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

1:25

Mark Call Complete

Review and mark Service Call Complete via Call Extended Menu

3:45

Manager Approve Employee Time Off Requests

Manager approve or deny employee's request for Time Off

2:47

Manage Project Task Lists

Manage and monitor all tasks for a project

11:53

Manage Project Task List v23.01

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

3:57

Invoice Service Contracts

Invoice Service Contracts from Accounting > Service Contracts > Bill Service Contracts; or Service Contract Extended Menu

1:32

Invoice a Service Call

Invoice a Service Call

1:34

Interpret Inventory Levels in Master Form

Purchasing,

Interpret Inventory Levels in Master Form for "Q" or "A" Master type

1:16

Interpret Inventory Levels in Find Product Grid

Purchasing,

Interpret Inventory Levels in Find Product Grid for "Q" or "A" Master type

2:50

Initiate Return to Vendor for Inventory Stock, with Vendor replacement

Inventory Stock: Initiate Return to Vendor with Vendor replacement

2:17

Initiate Return to Vendor for Inventory Stock, no Vendor replacement

Inventory Stock: Initiate Return to Vendor with no Vendor replacement

3:00

Import or Update Master Inventory Price List

Purchasing

Import or Update Master Inventory Price List

3:15

HR Approve Employee Time Off Requests

HR,

HR approve or deny employee's request for Time Off, after Manager approval granted

1:39

Expire a Service Contract

Expire a Service Contract Manually

3:12

Employee Submit Time Off Request

Employee create and submit a Time Off request for Manager and HR approval

4:16

Employee Find, View Time Off Requests and Schedule

Employee find and view Time Off request status and their overall schedule

1:38

Email Options for Live Data Reports (Schedule LDRs) v23.01

1:55

Edit a Problem Code

Edit Problem Code values that populate the Service Call "Problem" drop down list.

2:23

Edit a General Code

Edit General Code values that populate drop down lists.

1:38

Dispatch Calls from Dispatch Q

Dispatch Calls from Dispatch Q

1:29

Dispatch a Call from Call Form

Dispatch a Call from Call Form

2:11

Differentiate between Asset Status and Inventory Levels

Purchasing,

Differentiate between Asset Status and impact on Inventory Levels for "A" Master types

1:41

Define Employee Work Week

Define Employee's typical work week - days and hours

4:23

Define Employee Allocation

Define Employee's allowed days for specific schedule type over a defined date range

5:00

Define a User’s Permissions

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

4:55

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

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

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

7:25

Create Quote Item Section

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

1:14

Create Project Team Members v23.01

1:04

Create Product/System Manually

Service,

Create a Customer Product/System manually

2:12

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.

1:36

Create PO from Vendor Form

Purchasing

Create Purchase Order ("PO") for fulfilling Inventory Stock from Vendor Form

3:06

Create Internal Change Order (ICO) from Project Orders tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

1:59

Create Internal Change Order (ICO) from Project Material tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Material tab.

4:09

Create HR Reservation

Create an HR Reservation for an employee via Resource Console

2:56

Create Employee’s linked Userid and Contact

Create Employee's linked Userid and Contact via Employee record

3:53

Create Employee Schedule from Employee Record

Create an employee schedule for an individual employee via HR > Employee record > Schedule tab

2:45

Create Employee Schedule

Create Employee Schedule via HR > Create Company Employee Schedule (for one or multiple employees)

3:36

Create Customer Change Order (CCO) from Project Orders tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:18

Create Customer Change Order (CCO) from Project Material tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Material tab.

2:54

Create Closing Entry for Projects

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

2:29

Create and Submit Expenses

Expenses

Create and Submit Employee Expenses from File > Expenses > My Expenses

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

2:19

Create an Internal Change Order (ICO) – addition only

2:27

Create an Internal Admin Project

3:46

Create an Employee

Create an Employee, by converting a candidate, or create new employee record

1:45

Create a Vendor Credit from RMA TEST Q

RMA TEST Q: Create a Vendor Credit for Item received as Customer RMA

1:27

Create a Site

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

3:44

Create a Service Contract from Customer Site

Create a Service Contract manually from Customer Site record

5:02

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)

3:05

Create a Service Contract from a Project

Create a Service Contract from a Project ("Create a Warranty Service Contract")

2:05

Create a Service Call Event

Create a Service Call Event

5:37

Create a Service Call

Create a service call from either the Site, Product or Received Email Q

2:31

Create a Sales Opportunity

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

1:50

Create a Recurring Service Call

Create a Recurring Service Call - template to be used for system to auto-create Calls at regular intervals

2:01

Create a Quote for a Service Call

Create a Quote for a Service Call to seek Customer approval before proceeding with work.

3:30

Create a Project Task

Create tasks for project member to complete

4:15

Create a Project Sub-Task

Create project sub tasks from various locations in the system

2:20

Create a Project Invoice Task v23.01

2:25

Create a Project Invoice Task

Create a project task to invoice your project.

1:31

Create a Project Event

Create an event on Project and Task records to provide useful information

7:57

Create a Project

Create a project - 4 different ways: from Quote>Order>select Project Template; from Customer>Projects tab; from Project "copy" this project; from Project menu>Template List.

3:33

Create a Permission Group

Create a Permission Group.

5:20

Create a Master Part Number

Create a Master Part Number for tangible or intangible items that can be sold and/or purchased

2:00

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company