Kimberly Lee
Articles
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Where does the Information on my Invoice or Quote Printout come from?
Invoices and Quotes have an option to print or not print the company name and address at all. In the print options, selecting "Use letterhead" will not print any Company Name or Address informatio...
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How to Handle Retail Delivery Fees Required by State
Currently Colorado (Retail Delivery Fee | Department of Revenue - Taxation (colorado.gov)) and Minnesota (Retail Delivery Fee | Minnesota Department of Revenue (state.mn.us)) impose a retail deli...
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Batch Processing: Invoicing
Overview: This feature added in 22.1 allows printing or emailing multiple tagged invoices at one time. This new feature allows several different Scenarios Tag multiple orders and combine them i...
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Quote Cost Comparison Report
Order Entry>Reports>Quote Cost Comparison Report This report shows the changes to cost in products vs the cost when the quote line was created. Costs are changing quickly currently and uses nee...
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RFMS Changes to assist in implementing the “Differential Assessment Plan for the California Carpet Stewardship Program”
Reason for Changes Taken from Differential Assessments (carpetrecovery.org) California passed additional carpet legislation that went into effect January 1, 2020 (AB 729). That law requires CARE ...
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Format Payroll Check
Human Resources>Utilities>Format Payroll Check The X and Y coordinate on the check layout for the listed values must be specified for them to show on the check. After each change click the Print...
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Human Resources Utilities
System Options: See Article Here. Clear Completed Pay History: This does not have to be run before beginning payroll for the next year, as the history file is date sensitive. If done, it is not re...
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Job Cash Flow Report
The Job Cash Flow Report helps Commercial users monitor projects based on the cash flow activity. It provides visibility into how payments, costs, and budgets align throughout the project lifecycle...
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Range Edit - BidPro
Utilities>Range Edit This feature gives the user the ability to filter and edit Bid pro estimates or lines. It allows for bulk changing for things like price changes or discontinued products. T...
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Sales Performance: Conversion Quotes and Estimates to Orders
CPM Reports This report tracks quotes and estimates entered within the date range. Quote & Estimate Count: Number of Quotes and Bid Pro Estimates with Quote Date orEstimate Date within the selecte...