Notes enables you to enter project related information. You can create a new note from various screens, for example, the Invoice Review , Billing Review and Payments screens. Click the Journal field of a particular record in the screen to open a screen that enables you to record a journal. The journals are associated to bills, invoices and payments. In billing review, the journal entry is saved only on processing the invoice.
The Add Project Notes screen has the following fields:
Date:
The date, the note is created. By default, the current date is displayed. However, you can click the drop-down to select the date you prefer to associate the journal to.
Project ID:
The date when the note is created. By default, the current date is displayed. However, by clicking on the drop-down calendar, you can select any date.
Employee ID:
The ID of the employee creating the note. The ID of the user, currently logged into the BillQuick Online is displayed here by default. This field is non-editable.
Category:
The type of category of the note. This could be Billing Review, Manual Invoice, Invoice Review, Payment, General, Purchase Order, Vendor Bills, Time Entry, Expense Log and Phased Invoice. This field is automatically filled for you depending on the screen was opened from. For example, if you choose to create a new project note from the Billing Review screen, Billing Review is the note type. This field is non-editable.
Note:
The notes that you intend to record in this instance. For example, you might decide to give a discount or apply a write-up to an invoice and would want to record the reason for making this change, the project journal enables you to record this.
Active:
If checked, means that the note is active. This is useful when viewing the project notes associated with a project and generating reports.
Help:
Opens the BillQuick Online Help in the Add Notes section.
Attachments:
You can click the link to attach files and web links to a note. For example, you might want to scan and attach some additional details of a project for reference. You can add and save files for the selected note from the Attachments screen. The link also displays the number of files () already linked with a note.
Save:
Saves the note.
Return:
Closes the screen and takes you to the project note screen.