BillQuick 2009 for Timekeepers

Transcription

1 Time Billing and Project Management Software Built With Your Industry Knowledge BillQuick 2009 for Timekeepers Training Booklet BQE Software, Inc Airport Drive Suite 380 Torrance CA Support: (310) Sales: (888) Fax: (310) BQE Software, Inc. All rights reserved. No part of this publication may be reproduced, transmitted, stored in a retrieval system, or translated into any language in any form by any means without written permission of BQE Software, Inc.

2 Welcome to BillQuick Training from BQE Software, Inc. BillQuick training courses are role-based. In other words, the content of each course focuses on the knowledge a typical person in an assigned role in a company needs while using BillQuick. Role-based training courses reduce learning time and effort by focusing you (trainee) on a finite set of tasks, how to perform those tasks, the information involved, and how the tasks and information fit into the larger flow of data and processing in a company. In situations where you perform various roles in a company timekeeper, project management, billing, company management, etc., separating learning by role ensures you do not experience information overload. BQE Software offers online and onsite training courses. These provide an excellent and inexpensive way to maximize the benefits on your investment. Our certified trainers are also available for one-on-one consulting for BillQuick, QuickBooks and Microsoft Office Accounting. BillQuick for Timekeepers The goal of this training course is to help you (Timekeeper) understand BillQuick s time and expense functionality and the flow of this information through BillQuick. Because the course is role-based, fundamental knowledge required to fully understand time and expense functionality is covered first. By the end of the course, you (trainee) will have all the tools needed to make BillQuick time and expense entry fast and easy- recording time and expense to projects, submitting entries for approval, reporting, and managing overall time and expenses. BillQuick for Timekeepers Training Page 1

3 User Interface Role-based Navigator Custom Toolbar BillQuick UI Time & Expense Role BillQuick for Timekeepers Training Page 2

4 Time Entry Sheet View STC Timer Time Entry Sheet View Field Chooser BillQuick for Timekeepers Training Page 3

5 Time Entry Sheet View Memo Time Entry STC Memo Save BillQuick for Timekeepers Training Page 4

6 Time Entry STC Spell-check Weekends Time Entry Multiple Timers Log Time BillQuick for Timekeepers Training Page 5

7 Time Entry Timer Control Expense Log SEL Expense Report BillQuick for Timekeepers Training Page 6

8 Expense Log Filters Expense Log Link Files BillQuick for Timekeepers Training Page 7

9 SEL Memo SEL Spell-check BillQuick for Timekeepers Training Page 8

10 Expense Report Submit- Approve Time Entry Expense Entry Messages BillQuick for Timekeepers Training Page 9

11 Submit- Approve Time & Expense Submit Submit- Approve Timekeeper Manager Project Manager Client Manager BillQuick for Timekeepers Training Page 10

12 User Preferences Options Submit- Approve Reject Messages BillQuick for Timekeepers Training Page 11

13 Submit- Approve Role-based Navigator Review Time & Tips & Tricks BillQuick for Timekeepers Training Page 12

14 Time & Copy Paste Paste Special Time & Batch Change BillQuick for Timekeepers Training Page 13

15 Time & Field Chooser Time & Filters BillQuick for Timekeepers Training Page 14

16 Time & More Tab Default Settings BillQuick Manager Tools BillQuick for Timekeepers Training Page 15

17 Agent Time Card Monitoring Notification Employee Control Assign Allocate Security BillQuick for Timekeepers Training Page 16

18 Project Control Assign Allocate Project Detail Tab Rules BillQuick for Timekeepers Training Page 17

19 Project Rules Project Control Employee Control Allocate Time & Options BillQuick for Timekeepers Training Page 18

20 Web Suite Sheet View Calendar View Timer STC Web Suite Expense Log SEL BillQuick for Timekeepers Training Page 19

21 BillQuick Time & Expense Assistant Outlook Add-In Outlook Calendar Outlook Add- In BillQuick for Timekeepers Training Page 20

22 Time & Expense Reports BillQuick for Timekeepers Training Page 21

23 Congratulations! You now have an understanding of timekeeping in BillQuick. As a Timekeeper, you understand the flow of data surrounding the capture of time and expenses, how to record time and expenses for work done and expenses incurred on projects. The training covered BillQuick basics, time and expense methods, and approval process. Commonly used time & expense reports were discussed. To learn more about BillQuick, check the BillQuick Help, especially the How Do I section. Also, go through the BillQuick Quick Start Tutorial or purchase the BillQuick Reference Guide. BillQuick smoothly integrates with Intuit QuickBooks, Microsoft Office Accounting (and free Microsoft Accounting Express), Sage Peachtree and MYOB (Australia). You can also easily and quickly convert Timeslips and Wind2/FMS data to BillQuick for free with our built-in conversion tools. For more information, visit us at you have any trouble in using BillQuick, please contact BillQuick Support at (310) or Support@bqe.com. For other questions, please call us at (888) (US and Canada) or (310) ; or Sales@bqe.com. BillQuick for Timekeepers Training Page 22