Master information, like employee, client, project, activity codes, expense codes, etc. can be grouped by one or more common attributes, which can be recorded in the profile or be external to the system. Groups can be a very effective device for managing your business and enhancing BillQuick Online. An item, such as an expense code, can belong to one or multiple groups. Grouping can be done for projects, employees, vendor, clients, activities, and expenses. Items can be included in more than one group. Many BillQuick Online screens allow you to filter records by groups.
The Group button on the main screen brings up the groups screen. Here, you can create new groups or edit existing groups. You need to click the New button to create a new employee group. For example, you can create a group of all employees and label it All.
ID:
Enter the ID of the group you want to create. The field size should not exceed 15 characters.
Name:
Name (field size should not exceed 35 characters). Descriptive names make it easier to understand the group's purpose or key attribute.
Based On:
You can make a new group based on an existing group. Select an existing group from the drop-down list. This saves your time incase a new group is similar to the older one.
Help:
Opens the BillQuick Online Help in the New Group section.
Save:
Saves the group information.
Return:
Takes you back to the Vendor Group screen.