Manage User Preferences

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

7:50

Vendor Deposit

Create a Vendor Deposit (pre-payment) for a Vendor Purchase Order (recommended), as well as scenario for Vendor Deposit without a PO.

1:34

Update PO Details

Update Purchase Order ("PO") details (e.g. ETA, Courier, Waybill) when known

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

2:51

Transfer Branch to Branch for “Q” Type Master

Transfer Branch to Branch for "Q" Type On Hand Inventory Master, including From/To a Technician

0:50

Transfer Branch to Branch for “A” Type Master

Transfer Branch to Branch for "A" Type Available Inventory Master, including From/To a Technician

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"

1:48

Split Order Line Items in Purchasing Q

Split Order Line Items by Quantity count in Purchasing Q for purchasing flexibility

1:21

Specify Order Item as Drop Ship in Purchasing Q

Specify if Order Line Item is to be Drop Shipped or Not in Purchasing Q, i.e. request vendor deliver directly to customer site

4:45

Ship Items

Ship items from one or more Projects, Calls, Orders or unlinked Purchase Orders from one convenient Queue - for items previously "picked"

2:29

Ship a PO to a Vendor for Vendor Return

Ship a PO (type RMARETURN) to a Vendor for Vendor Return

3:50

Setup Service Contract – Details, Line Items

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

4:29

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

4:06

Setup AR Collection Q

Setup AR Collection Q

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

2:36

Set Up a Vendor Prepaid Expense on a Voucher

Setup a Vendor Pre-Paid Expense on a Voucher Tags: Prepaid

1:18

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

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

11:42

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

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

2:06

Resolve a Record Lock

Address record locking issues.

4:19

Replace Unverified Items in Purchasing Q

Replace Unverified Order Line Items (i.e. no MasterNo) with a Master in Purchasing Q

3:18

Reminder Notification

4:10

Record Invoice Collection Activities

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

2:36

Recognize Monthly Pre-Paid Expenses

Recognize Monthly Pre-Paid Expenses from Accounting > Month End > Post Pre-Paid Expense Tags: Prepaid

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

6:01

Quote Revisions

Create, compare and print Quote revisions

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')

2:14

Quick Launch Toolbar

Personalize

Use the Quick Launch to customize your toolbar

6:87

Q360 Demonstration End to End Flow

Preview a demonstration of a sample end-to-end operational flow in Q360

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

5:17

Process Cash Receipt

Process Cash Receipt from Accounting > Accounts Receivable > Cash Receipts

1:55

Print PO

Print Purchase Order ("PO") (and deliver PO# to your Vendor to initiate the purchasing process)

2:20

Print Customer Statements

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

3:29

Print Checks

Print Checks from Checks to Print or Voucher form > Print icon

7:36

Print and Post Invoices

Print and Post Invoices from Invoices to Print; or from Invoice > Print icon

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

2:45

Post Direct Payment for a Voucher

Post Direct Payment for a Voucher from Direct Payments Q or Voucher form Extended Menu

3:31

Post and Release Voucher for Payment

Post and Release Voucher for Payment from Un-Released Voucher Q, and Voucher Extended Menu

8:06

Pick Items

Pick items (to subsequently ship) for one or more Projects, Calls or Orders from one convenient Queue

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

4:39

Perform a Bank Reconciliation

Perform a Bank Reconciliation

9:21

Navigate Q360

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

2:57

Move to Available Inventory from RMA TEST Q

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

8:09

Monitor Service Work Queues

Monitor Service Work Queues: Dispatch Q, Event Q, Received Email Q, RMA Test Q, Service Contract Renewal Q, Vendor Service Contract Renewal Q...

2:19

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

1:15

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.

2:38

Mark Tech Inventory Parts Used

Mark Tech Inventory Parts Used, either after Shipped Release to Tech or for Inventory transferred to Technician Stock

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

4:13

Managing Optional Flags on Quote Line Items

Add and view impact of flagging a Quote Line Item as 'Optional'

3:45

Manager Approve Employee Time Off Requests

Manager approve or deny employee's request for Time Off

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

2:34

Invoice Warranty as Part of a Project

Invoice service Warranty amount as Part of a Project (optional), with creation of an OFFSET type invoice linked to Project

3:57

Invoice Service Contracts

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

3:44

Invoice Sales Orders

Invoice Sales Orders from Orders to Invoice Q

2:52

Invoice Recurring Sales Orders

Invoice Recurring Sales Orders

1:32

Invoice a Service Call

Invoice a Service Call

3:03

Invoice a Project Schedule of Values

Invoice a Project Schedule of Values ("SOV") from the Project > SOV tab

1:58

Invoice a Project Progress Invoice From Task

Invoice a Project Progress Invoice From Task in active state: select Extended Menu option "Invoice Now"

1:01

Invoice a Project Order Line Items

Invoice a Project Order Line Items from Project > Material tab grid extended menu

1:41

Interpret Inventory Levels in Re-Order Q

Interpret Inventory Levels in Re-Order Q for "Q" or "A" Master type

1:27

Interpret Inventory Levels in Purchasing Q

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

1:34

Interpret Inventory Levels in Master Form

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

1:16

Interpret Inventory Levels in Find Product Grid

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

3:49

Import or Update Vendor Master Price List

Import or Update Vendor Master (not part of official 'inventory') Price List, for reference

3:00

Import or Update Master Inventory Price List

Import or Update Master Inventory Price List

2:13

Import Map Builder – Download Template

From Import Map Builder: Download Template (spreadsheet with column headers for use as a data import sheet) for selected Map Types

3:15

HR Approve Employee Time Off Requests

HR,

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

2:32

Globally Update Master Inventory Prices

Globally Update Master Inventory Prices in batch, by Category, SubCategory

4:33

Find and View AR, AP, GL Journal Entries

Find and View AR, AP, GL Journal Entries

1:39

Expire a Service Contract

Expire a Service Contract Manually

3:08

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

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

1:55

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.

7:20

Documentation – eAcceptance

Secure mechanism to request a digital signature from a Q360 contact via their email address. Option for a user with appropriate permission to a) request an "eAcceptance" from any document grid or print modal form, b) view document properties attributes relating to eAcceptance stats and history.

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

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.

5:56

Define a Budget

Define a Q360 Budget

5:20

Deficiency Management

Track a deficiency that can be linked to a Call, Product and/or Product Detail, quote and/or order...

4:00

Customize Grid

Extend a grid with extra columns to display data not visible by default

2:12

Credit/Refund Unused Block Amount

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

3:08

Create Vouchers for Recurring POs

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

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

1:04

Create Product/System Manually

Service,

Create a Customer Product/System manually

2:12

Create Product/System from a Project

Projects,

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

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

4:26

Create PO from Purchasing Q

Create Purchase Order ("PO") for Jobs (Project/Call/Sales Order) from Purchasing Q

2:14

Create PO from Order Form

Create Purchase Order ("PO") for specific Sales Order (Job) from Order Form

3:57

Create PO from Inventory Re-Order Q

Create Purchase Order ("PO") to replenish Inventory Stock from Inventory Re-Order Q

2:39

Create Open Credit for Customer

Create Open Credit for Customer based on Cash Receipt

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

5:25

Create an Income Statement

Create an Income Statement from Income Statement Designer and run

3:46

Create an Employee

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

2:48

Create a Voucher for Received PO Items

Create a Voucher for Received PO Items from PO Voucher Q and PO Form Extended Menu

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

Projects,

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

2:25

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

2:16

Create a Manual Voucher

Create a Manual Voucher from Vendor > Vouchers tab

2:00

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

13:56

Create a Live Data Report

Create a Live Data Report ("LDR") via "Design SQL" tab: select and format output columns, define report filters...

2:03

Create a Customer Credit

Create a Customer Credit from Customer > Invoices tab

2:35

Create a Customer Change Order (CCO) Quote – addition only

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company