View AR Quick View, Reports, Live Data

Write off Invoices from Accounting > Accounts Receivable

1:48

Workflows for End User

Learn the basics for viewing and filtering workflows

2:28

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.

0:50

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

5:31

Vendor Deposit

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"

3:50

Setup Service Contract – Details, Line Items

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

10:32

Setup multi-currency and FX

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...

2:51

Setup AR Collection Q

Setup AR Collection Q

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

2:32

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

5:03

Search Records and Navigate Form

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

4:12

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

4:10

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

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")

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

3:36

Process Cash Receipt

Process Cash Receipt from Accounting > Accounts Receivable > Cash Receipts

2:20

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

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.

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

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

4:28

Perform a Bank Reconciliation

Perform a Bank Reconciliation

7:29

Navigate Q360

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

3:30

Multi-currency FX impact on Service Contract Invoice

Multi-currency FX impact on ervice Contract Invoice (post invoice, post service revenue)

7:52

Multi-currency FX impact on Quote, Order, Invoice

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)

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.

4:20

Mark Funnel Steps Complete

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

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

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

1:32

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

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

3:06

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

2:14

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.

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

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.

2:33

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

1:04

Create Product/System Manually

Service,

Create a Customer Product/System manually

1:36

Create PO from Vendor Form

Purchasing

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

2:42

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.

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.

1:08

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

2:27

Create an Internal Admin Project

4:42

Create an Income Statement

Create an Income Statement from Income Statement Designer and run

3:46

Create an Employee

HR

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

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

1:45

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

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

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

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company