A BillQuick Online Supervisor is typically responsible for the setup and management of the company database. Setting up a new company and associated master information should follow a plan to ensure tasks are completed and checked off.
Setting up a company involves the following initial tasks:
The following information covers the issues and options to consider as you make decisions to build your company database. After you have finished all the planning and decision-making, you must enter master information in BillQuick Online or delegate this task to a staff person.
|
General Decisions |
||
|
Area |
Decision |
Where to Implement |
|
User Interface |
Change screen terminology or captions in BillQuick Online according to your industry or profession. |
|
|
Customize field labels such as Tax, Custom fields, Zip, Flags, etc. to your preference. (say, Zip to Postal Code; MST to GST or VAT) |
|
|
|
Change the postal or phone field mask (say 99-999-9999 to 999-999-9999) |
||
|
Master Information |
||
|
Area |
Decision |
Where to Implement |
|
ID Structure |
Define desired ID and Code structure. |
Master screens: Project, Client, Activity, Expense |
|
Enter required data. |
Company screen |
|
|
Specify company-wide settings. |
Company screen Global Settings screen |
|
|
Enter required data. |
Employee: General and Rate tab |
|
|
Set default bill and cost rates for the employee. |
Employee-Rate screen |
|
|
Set standard work, vacation, holiday and sick hours. |
Employee-Detail screen |
|
|
|
Enter required data. |
Client screen |
|
Create client contacts. |
Client Contact screen |
|
|
Identify the principal or partner, manager or staff member who has primary responsibility for the client relationship. |
Client-General screen: Client Manager or Custom field |
|
|
|
Create activity codes for all services or tasks. |
Activity screen |
|
Organize tasks by category: Use Code field for the category and Sub-code field for the task within the category. |
Activity screen |
|
|
Organize tasks by department: Use Code field for the department and Sub-code field for the task performed in the department. |
Activity screen
|
|
|
|
Create expense codes for all expenses or charges. |
Expense screen |
|
Organize expenses by category: Use Code field for the category and Sub-code field for the expense within the category. |
Expense screen |
|
|
Organize expenses by department: Use Code field for the department and Sub-code field for the expense incurred in the department. |
Expense screen |
|
|
|
Enter required data. |
Project screen |
|
Automatically increment project codes |
Global Settings-Billing panel |
|
|
Create project phases and segments, if needed. |
Project screen |
|
|
Assign percentage of parent project’s Contract Amount to the phases. |
Project-Details screen |
|
|
Identify the principal/partner, manager or staff member who has primary responsibility for the project. |
Project-General screen: Manager field |
|