QuickBooks - Sync Payments
Are you currently using the QuickBooks integration within SRS SmartOffice?
Are you posting invoices over to QuickBooks?
You no longer have to wait to post invoices to QuickBooks because of payments.
You no longer have to manually edit invoices in QuickBooks to add payments.
There is now a button for QuickBooks Sync Payments.
This is located in the Post Invoices to QuickBooks section ( My SRS - QuickBooks - Post Invoices).
This feature will allow you to enter payments in SRS as needed and sync with QuickBooks as needed.
It’s easy to know the last time that payments were synced with SRS by a time stamp above the sync button.
New Reports
Two reports have been added to SRS SmartOffice. The two reports are Invoice Cost and Delivery Cost Report.
The Invoice Cost report is located by following this path: Invoices > Reports > Invoice Cost.
This report is based on the cost of items on an invoice or the percentage of the total estimate project costs(progress invoices)
The Invoice Cost report includes the following: Date, Invoice Number, Description, Total, Payment, Balance, and Cost.
The Delivery Cost Report is located by following this path: Inventory > Inventory Reports > Delivery Cost Report.
This report is based on items that have been scanned as delivered or returned.
The Delivery Cost Report is specified by a date range.
The following are included in this report: Ticket Date, Transaction Type, Quantity, Make, Sku, and Ext. Delivery Cost.
Simply Reliable Software’s Weekly Training Series
Advanced Proposal Design
Please join us Wednesday January 20th 2010 at 12:00 PM EDT for this week’s free training. Tom will be discussing how to set up Advanced Proposal Design and demonstrating how to use the new SmarTags. You may begin logging into the webinar at 11:45AM EDT. Follow this link for more information.
Simply Reliable Software’s Weekly Training Series
FREE 4 HOUR BASIC TRAINING
Wednesdays are about to get even more informative. Simply Reliable will now host a FREE 4 hour training once per month. This training class is designed to provide the information those new to SmartOffice need to add and manage contacts, populate their product library, learn how to tie products and labor together, set up advanced proposal design, and create proposals. Previously this class was offered at $199 per attending group, now Simply Reliable has made this a standard benefit for new and maintenance clients.
So if you have a new employee, or need to brush up on your own skills, let is know and we will sign you up.
And be sure to ask Tom about the SRS Certification program.
Please join us Wednesday January 13th, 2010 at 12:00 PM EDT for this week’s free training. Tom will be discussing Contacts through proposal creation in SmartOffice. Everything you need to know to get started in Smartoffice. You may begin logging into the webinar at 11:45AM EDT.
Get the latest training updates and much more from the New Simply Reliable SmartOffice Blog
Alternate Room Mapping in Control4 Export
The Control4 Integration feature allows you to automatically create a project in composer from SRS SmartOffice.
However, Control4 allows for different buildings and multiple levels.
There is an easy way to alternately map rooms in the Control4 Export.
Select your proposal/project.
Then click on the Control Integration tab.
This will give you two options: setup or export project.
Choose the setup section.
The setup screen will list the proposals for the selected contact.
To the right of this list you have a few options.
Your first option is to add buildings.
Your second option is to add floors.
You are also able to add which building the floor is associated with.
Your third option is to assign floors to zones.
Zones from the proposal will be listed.
Please contact tech support if you would like Control4 Integration activated.
Quickbooks/Intuit Phishing Alert
URGENT - Current Phishing Alert for QuickBooks® Customers!
There is a recent spam email circulating notifying you that you need to install a certificate in order to continue to use QuickBooks. This is spam/phishing email and you should delete it immediately.
As you may already be aware, Intuit, makers of QuickBooks, would never send you an email with a “software update” or “software download” attachment. If you have received this email or an email similar to this, contact Intuit at 877.824.6229., or for further assistance seek support on http://www.intuit.com.
Related Contacts
In SRS SmartOffice you have the option to relate contacts with other contacts.
This is easy to do.
Select the main contact from your contact list.
Select the tab “Related Contacts”.
There will be a list of all your contacts on the left hand side.
Find a contact that you would like to relate and click the plus sign next to their name.
Now the player is located in the list to the right.
You can click the “Sel” button to select the contact.
Both contacts name will appear above the list on the right.
You have the option to choose how they are related.
For example:
Joe - Client
Bob - Builder
Now that you have contacts related you can have one of those contacts as an Alternate Bill To.
Having the main contact selected you may navigate to the tab “Additional Info”.
This screen has a field labeled “Alt Bill To”.
Clicking in the white space next to the label will populate a list of the contacts that are related.
You may choose one of these contacts to be the Alternate Bill To.
This is a great feature if you need to bill the builder instead of the contact.
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