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Time Billing and Project Management Software
Built With Your Industry Knowledge
BillQuick 2009 for Timekeepers
Training Booklet
BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support: (310) 602- 4030 Sales: (888) 245-5669 Fax: (310) 784-8482
©2008-2009 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.
BillQuick for Timekeepers Training 2009.2 Page 1
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 2009.2 Page 2
Key Info:
User Interface
Role-based Navigator
Custom Toolbar
Notes:
Key Info:
BillQuick UI
Time & Expense Role
Notes:
BillQuick for Timekeepers Training 2009.2 Page 3
Key Info:
Time Entry
Sheet View
STC
Timer
Notes:
Key Info:
Time Entry
Sheet View
Field Chooser
Notes:
BillQuick for Timekeepers Training 2009.2 Page 4
Key Info:
Time Entry
Sheet View
Memo
Notes:
Key Info:
Time Entry
STC
Memo
Save
Notes:
BillQuick for Timekeepers Training 2009.2 Page 5
Key Info:
Time Entry
STC
Spell-check
Weekends
Notes:
Key Info:
Time Entry
Multiple Timers
Log Time
Notes:
BillQuick for Timekeepers Training 2009.2 Page 6
Key Info:
Time Entry
Timer Control
Notes:
Key Info:
Expense Entry
Expense Log
SEL
Expense Report
Notes:
BillQuick for Timekeepers Training 2009.2 Page 7
Key Info:
Expense Entry
Expense Log
Filters
Notes:
Key Info:
Expense Entry
Expense Log
Link Files
Notes:
BillQuick for Timekeepers Training 2009.2 Page 8
Key Info:
Expense Entry
SEL
Memo
Notes:
Key Info:
Expense Entry
SEL
Spell-check
Notes:
BillQuick for Timekeepers Training 2009.2 Page 9
Key Info:
Expense Entry
Expense Report
Notes:
Key Info:
Submit-Approve
Time Entry
Expense Entry
Messages
Notes:
BillQuick for Timekeepers Training 2009.2 Page 10
Key Info:
Submit-Approve
Time & Expense
Submit
Notes:
Key Info:
Submit-Approve
Timekeeper
Manager
Project Manager
Client Manager
Notes:
BillQuick for Timekeepers Training 2009.2 Page 11
Key Info:
User Preferences
Options
Notes:
Key Info:
Submit-Approve
Reject
Messages
Notes:
BillQuick for Timekeepers Training 2009.2 Page 12
Key Info:
Submit-Approve
Role-based Navigator
Review
Notes:
Key Info:
Time & Expense Entry
Tips & Tricks
Notes:
BillQuick for Timekeepers Training 2009.2 Page 13
Key Info:
Time & Expense Entry
Copy
Paste
Paste Special
Notes:
Key Info:
Time & Expense Entry
Batch Change
Notes:
BillQuick for Timekeepers Training 2009.2 Page 14
Key Info:
Time & Expense Entry
Field Chooser
Notes:
Key Info:
Time & Expense Entry
Filters
Notes:
BillQuick for Timekeepers Training 2009.2 Page 15
Key Info:
Time & Expense Entry
More Tab
Default Settings
Notes:
Key Info:
BillQuick
Manager Tools
Notes:
BillQuick for Timekeepers Training 2009.2 Page 16
Key Info:
Agent
Time Card Monitoring
Notification
Notes:
Key Info:
Employee Control
Assign
Allocate
Security
Notes:
BillQuick for Timekeepers Training 2009.2 Page 17
Key Info:
Project Control
Assign
Allocate
Notes:
Key Info:
Project
Detail Tab
Rules
Notes:
BillQuick for Timekeepers Training 2009.2 Page 18
Key Info:
Project Rules
Project Control
Employee Control
Allocate
Notes:
Key Info:
Time & Expense Entry
Options
Notes:
BillQuick for Timekeepers Training 2009.2 Page 19
Key Info:
Web Suite
Sheet View
Calendar View
Timer
STC
Notes:
Key Info:
Web Suite
Expense Log
SEL
Notes:
BillQuick for Timekeepers Training 2009.2 Page 20
Key Info:
BillQuick Time & Expense
Assistant
Outlook Add-In
Outlook Calendar
Notes:
Key Info:
Outlook Add-In
Notes:
BillQuick for Timekeepers Training 2009.2 Page 21
Key Info:
Time & Expense Reports
Notes:
Notes:
BillQuick for Timekeepers Training 2009.2 Page 22
Notes:
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 www.bqe.com.If you have any trouble in using BillQuick, please contact BillQuick Support at (310) 602-4030 or [email protected]. For other questions, please call us at (888) 245-5669 (US and Canada) or (310) 602-4020; or email [email protected].
