Welcome. CE Tips, Tricks and Shortcuts

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1 Welcome CE Tips, Tricks and Shortcuts 200 W. 22 nd Street Lombard, IL Craigshire, Suite 390 St. Louis, MO

2 Tips Short Cut Settings Setting Shortcut Defaults Company User Name Password

3 Tips Customer Corner Client Portal Year End Check List Customer Support Documents Past Webinars Latest CE Manuals Today s Presentation

4 Tips - Customizing CE Controlling the Font Size Company Name Menu Items Changing Colors Adding Shortcuts to the Menu Adding Keyboard Commands to Work Flow Menu

5 Now to ComputerEase to See the Details

6 Tips Navigation F2 = Lookup F3 = Repeat F4= Expand a drop down list F7 = Spell check F9 = More details in AP voucher F10 = Saves and advances to the next tab ALT Delete = Remove lines of detail Tab Key = Advance to the next field Shift Tab = Return to the previous field

7 Tips Navigation Auto Fill Zip Code = Enter Zip Code in City Field Using the Search Option to Find Menu Items Date Short Cuts In the date field, enter the date/month and the year will auto populate Use +/- to move the date up or down

8 Tips Configuration Setting Notary Information Configuring Labels Company Name field allows for more characters and dba

9 Tips User Controlled User Settings To Do for CE Reminders (AIA Billings)

10 Now to ComputerEase to See the Details

11 Tips Printing Adding green bar (band rows) to lookup screens Using refresh Being able to select multiple records Book Marks Great for GL detail, job cost detail Using the notes feature Being able to see the criteria

12 Tips Printing Setting user defaults per report Change to landscape Printing more than one copy

13 Tips Clipboard Using the PDF Exchange printer Sending one with multiple documents Posting reports

14 Now to ComputerEase to See the Details

15 Tips Attachments Create a separate folder for storing attachments Dragging and dropping s Accessing Attachments from Reports Job Center Job Cost Summary Report Paid Invoice Report

16 Tips User Defined Fields Adding user defined fields Making the field required Creating a selection list for the user defined field Editing more than one record at a time

17 Tips by Modules

18 Tips AP Invoice Entry Customer s name will appear in the information bar Putting all invoices on hold PO lookup will show the job number

19 Tips AP Reports Can edit a vendor record Can edit an invoice Can add the invoice attachment from the report screen

20 Tips AP Reporting Can edit an invoice from the invoice register Add summary/detail option to paid invoice report Add pending status to the open payables report CE will print the 1096 form

21 Tips AP Paying Vendors Configure the selection screen One check per invoice

22 Now to ComputerEase to See the Details

23 Tips Apply Payments Invoice look up in apply payments Configure the apply payment screen to show job number Print the cash summary report by payment types

24 Tips Free Form Invoicing Editing free form invoice for the unposted report Can insert pre-defined notes on free form invoices Can set defaults for taxable/nontaxable Terms have due upon receipt as an option

25 Tips AR Collection report has sort options AR troubleshooter has a total on the summary format Customer files have the option to not print past due notices Can add collection notes to the aged trial balance

26 Now to ComputerEase to See the Details

27 Tips Job Maintenance Creating a default job Closing and phase/category Auto job numbering Can enter contract amounts for categories Turn off required user defined fields for job master

28 Tips Job Cost Reporting Show cents on job cost summary Total per phase in revised estimate Job cost detail allows for a choice of subtotals by cost type

29 Tips Payroll Processing Unselecting all employees in the PR Register with a right click Being able to payroll check stubs on pay day Being able to resend payroll check stubs

30 Tips Payroll Reports Ledger card by payment type W3 will print on the forms Can print employee labels Labor hour exception report Can Copy Worker Comp Rates

31 Tips General Ledger Setting up standard journal entries to copy over into a journal entry Add period to the bank reconciliation Add the number of checks to the bank reconciliation

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