Creating a New Bank Account – Check List
Check List of all areas to be reviewed/changed when switching to a new bank account
Vendor Discounts
Setting up and utilizing vendor discounts
Title Company Payments
Tracking title company payments
Credit Card/EFT Payments
Handling credit cards and EFT payments
Invoice Routing
Utilizing the invoice routing feature
Subcontractor Center Calculations
How the Subcontractor Center fields are calculated
Import AP Invoices using XML Files
Vendor Import Procedures
Comdata EPayables
Process payments for vendors and create and upload files for Comdata for processing
ExpenseEase
Entering and submitting expenses
Entering Expenses
 –Work on Payees
Processing Expenses
AR Receivables Center Calculations
How the Receiveables Fields are calculated
Cash Flow Center Calculations
How the Cash Flow Fields are calculated
Equipment Center Calculations
How the Equipment Center Fields are calculated
Equipment Center Importing Equipment Picture
How to import equipment pictures into the Equipment Center.
Financial Center Calculations
How the Financial Center fields are calculated
Job Center Calculations
How the Job Center fields are calculated
Job Cost Field Manager Trouble Shooter Center
Job Cost Field Manager Trouble Shooter Center indicators
Payroll Center Calculations
How the Payroll and Employee Center fields are calculated
Payroll Center Importing Employee Picture
How to import an employees’ picture into the Payroll Center
Subcontractor Center Calculations
How the Subcontractor Center fields are calculated
Auto Distribution Procedures
Automatically distribute overhead type of accounts within General Ledger
Bank Reconciliation
Setting up and utilizing the GL Bank Reconciliation Program
Financial Center Calculations
How the Financial Center fields are calculated
Fiscal Year-End Procedures
Suggested procedures for closing a Fiscal Year End.
Grouping Accounts Together
Step by step procedures for setting up and utilizing the “GL Grouping Accounts Together” Program.
Importing/Exporting Journal Entries
Step by step procedures for importing or exporting Journal entries.
Source Code Postings
Lists, by module, the Source Code Posting and a description for each posting code.
GL Account Number Format
Documentation and procedures for changing the General Ledger Account Number Format.
Top Ten Ways to Increase Cash Flow
Article of tips on managing and increasing cash flow.
Average Cost Method
How the system handles Average Costing in the Inventory Program
Inventory Adjustments
Types of adjustments in the Inventory Adjustment Program
Deleting Inventory Items
Deleting the Inventory Item Maintenance files.
Misc. Inventory Procedures
A detail of some of the additional unique features that the Inventory Control Module can offer.
Working with Credit Purchase Orders
A brief explanation of handling returned items for the Inventory Program.
Working with Purchasing
A brief explanation of creating and fulfilling pull-lists and generating purchase orders.
Auto Update Program Procedures
Setting up and utilizing Auto Update to install program updates
Loading Updates to Another Workstation
Downloading and installing the ComputerEase updates to another workstation
2016 Year End Procedures
Processing Year-End.
Bonus Checks
Processing bonus checks
Chicago Residency Procedures
Reporting prevailing wage Chicago/Non resident residency
Creating Unique Payroll Formulas
Direct Deposit
Setting up and utilizing the direct deposit program
Email Employee Check Stubs
Setting up and utilizing the ability to email employee check stubs
EEOC Procedures
Setting up and utilizing the EEOC Reporting program.
Employee Advances
Utilizing and tracking employee advances
Payroll Center Calculations
Explanation of how the Payroll and Employee Center fields are calculated
Payroll Locations
Utilizing and tracking Payroll locations
Payroll Posting Error Checklist
Checklist for reviewing payroll posting errors by module
Payroll Posting Reports – Reprinting Reports
Procedures for re-printing Payroll Posting Reports
Prevailing Wage Job Setup
Setting up and utilizing Prevailing Wage Jobs
Working with Worker Class Differentials
Setting up and utilizing the Worker Class Shift Differential
Program.
Importing Hours from Service Management Work Orders
Entering hours in Service Management Work Orders and Importing into Payroll Labor Distribution entry.

QTools
QTools Report Writer Program

Importing Hours from Service Management Work Orders
Entering hours in Service Management Work Orders and importing into Payroll Labor Distribution entry.
ComputerEase Hardware Requirements
Recommended computer hardware requirements
ComputerEase NetInstall Procedures
NetInstall procedures (client/workstation installation)
ComputerEase – Colors
Explanation of changing the colors
Changing the ComputerEase Background
Purchase the utility that will allow you to change the background of the program. ($300.00)
System Setup – Program Shortcuts
Setting up and utilizing shortcuts needed for ComputerEase
Copy Live To Practice
Setting up and utilizing the Copy Live To Practice Program
Copy Live To Practice – Scheduled Task
Creating a scheduled task to generate the Copy Live To Practice Program automatically
Checklists – Daily Processing
Suggested procedures, by module, for operating your system on a daily basis
Checklists – Month End Processing
Suggested procedures, by module, for closing the modules at month end
System Balancing
Procedures that will assist you with balancing and keeping your system up to date
Purging ComputerEase Data
Procedures that will assist you with purging/deleting data
Remote Backup Services – Coming Soon
Contact us for more information on backing up your system data
Auto Update Program Procedures
Setting up and utilizing the Auto Update program
Loading Updates to Another Workstation
Downloading and installing ComputerEase updates to another workstation

AIA Invoicing
AIA Invoicing – Stored Materials and Change Orders

Adjusting Payments
Scenarios for adjusting payments and customer account balances

Billing Retention
Billing retention – AIA and Freeform Invoices

Computing Finance Charges
Generating Finance Charges on (customer) past-due charges.

Customer Import Procedures

Cyclical Billing Procedures
Setting up and utilizing the Cyclical Billing Program

Miscellaneous Cash
Handling miscellaneous cash payments

Quoting
Utilizing the Quote Module.

Undoing Freeform Invoices
Reversing and/or reposting a freeform invoice

Equipment Center Calculations
How the Equipment Center Fields are calculated

Equipment Code Procedures
How to create equipment codes for posting through Payroll and Accounts Payable

Job Entry Import

Entering Change Orders
Job Center Calculations
Job Cost Detail Maintenance Program
Procedures for adding, changing, and deleting job postings
Job Cost ID Types
System ID Types for the Cost Types defined in the Job Cost System Parameters
Job Departments
Step by step procedures for setting up and utilizing the Job Department Program.
Loan Draw Tracking
Step by step procedures to track your loan draws.
Percent Complete Reports
Explanation of the Percent Complete Report – Symbols and Calculations..
Prevailing Wage Job Setup
Step by step procedures for setting up and utilizing Prevailing Wage Jobs.
Unit Costing
Step by Step Procedures for setting up and utilizing Unit Budgets and Unit Costing Reports.
Cyclical Billing Procedures
Step by step procedures for setting up and utilizing the Cyclical Billing Program.
WIP
A brief explanation of the Work In Progress Report.
Top Ten Ways to Increase Cash Flow
Article of tips on managing and increasing cash flow.
Creating Labels with MS Word
Creating Labels with ComputerEase data and MS Word
Creating Letters with MS Word
Creating Letters with ComputerEase data and MS Word
ODBC with MS Access and Excel
Linking the ODBC Drivers with MS Access and/or Excel
Excel Templates (Reports)
Step by step procedures for utilizing Microsoft Excel to create unique reports.
Word Templates (Forms)
Step by step procedures for utilizing Microsoft Word to create unique forms.
AIA Billing Form Template
Purchase the AIA Template to eliminate purchasing preprinted forms. ($150.00)
XML Imports
Step by step procedures for utilizing XML to import data such as AIA Items, AP Invoices, etc.
Creating Labels with MS Word
Creating Labels with ComputerEase data and MS Word
Creating Letters with MS Word
Creating Letters with ComputerEase data and MS Word.
ODBC File Layout
Version 11.0
Lists of databases and an explanation of the fields within the database
ODBC Setup Document
Installing the ODBC System drivers
ODBC with MS Access and Excel
Linking the ODBC drivers with MS Access and/or Excel
Word Templates (Forms)
Utilizing Microsoft Word to create unique forms
AIA Billing Form Template – Coming Soon
An AIA Template to eliminate purchasing preprinted forms. ($150.00)
Excel Templates (Reports)
Utilizing Microsoft Excel to create unique reports