Knowledgebase Articles

Accounts Payable Documents
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
Step by Step Procedures for setting up and utilizing vendor discounts.
Title Company Payments
Step by step procedures for tracking title company payments.
Credit Card Payment
Step by step procedures for using credit card payment methods.
Invoice Routing
Step by step setup and procedures for utilizing the invoice routing feature.
Subcontractor Center Calculations
Explanation of how the Subcontractor Center fields are calculated.
Comdata EPayables
This interface will allow you to process payments for both regular vendors as well as approved Comdata vendors and then CE will automatically create a file that is uploaded to Comdata for processing.
ExpenseEase
This tracking app will allow you to record and manage all of your company or personal expenses right on your Apple or Android phone/tablet from anywhere. Step by step instructions include entering and submitting of expenses.
Entering Expenses
Work on Payees
Processing Expenses
Accounts Receivable Documents
AIA Invoicing
Procedures for AIA Invoicing (Stored Materials and Change Orders).
Adjusting Payments
Lists several scenarios for adjusting payments and customer account balances.
Billing Retention
Procedures for billing retention (AIA and Freeform Invoices)
Computing Finance Charges
Step by step procedures for generating Finance Charges on (customer)
past-due charges.
Cyclical Billing Procedures
Step by step procedures for setting up and utilizing the Cyclical Billing Program.
Miscellaneous Cash
Step by step procedures for handling miscellaneous cash payments.
Quoting
Step by step procedures for utilizing the Quote Module.
Retention Reporting – Transaction Clean Up
Documentation for procedures on removing unbilled retention records from the Retention Due and Aging Reports.
Undoing Freeform Invoices
Procedures for reversing and/or reposting a freeform invoice.
ComputerEase Centers
AR Receivables Center Calculations
Explanation of how the Receiveables Fields are calculated.
Cash Flow Center Calculations
Explanation of how the Cash Flow Fields are calculated.
Equipment Center Calculations
Explanation of how the Equipment Center Fields are calculated.
Equipment Center Importing Equipment Picture
Explanation of how to import equipment pictures into the Equipment Center.
Financial Center Calculations
Explanation of how the Financial Center fields are calculated.
Job Center Calculations
Explanation of how the Job Center fields are calculated.
Job Cost Field Manager Trouble Shooter Center
Explanation of the Job Cost Field Manager Trouble Shooter Center indicators.
Payroll Center Calculations
Explanation of how the Payroll and Employee Center fields are calculated.
Payroll Center Importing Employee Picture
Explanation of how to import an employees’ picture into the Payroll Center.
Subcontractor Center Calculations
Explanation of how the Subcontractor Center fields are calculated.
Custom Reports
Installing Custom Reports
Step by step procedures for installing Custom Reports.
CPA
Client-CPA Data Transfer Procedures
Transfer data from the client to the CPA using CDs or other media sources
Transfer data from the client to the CPA using Email
Working with G/L Journal Entries Imports – File Specifications
Working with CPA Import/Export Procedures
Equipment Cost Documents
Equipment Center Calculations
Explanation of how the Equipment Center Fields are calculated.
Equipment Code Procedures
Explanation of how to create equipment codes for posting through Payroll and Accounts Payable.
FAQ’s Frequently Asked Questions
FAQ Support Document
FieldEase

User Maintenance Permissions Guide
New User Setup
When to Unexport Entries

General Ledger Documents
Auto Distribution Procedures
Step by step procedures to automatically distribute overhead type of accounts within General Ledger.
Bank Reconciliation
Step by step procedures for setting up and utilizing the GL Bank Reconciliation Program.
Financial Center Calculations
Explanation of 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.
Importing into ComputerEase
Working with CPA Import/Export Procedures
Working with Customer Importing
Working with Equipment Costing Job Entry Imports
Working with G/L Chart of Accounts Import
Working with G/L Journal Entry Imports
Working with Inventory Adjustment Imports
Working with Inventory Assemblies Imports
Working with Inventory Combined Assembly Items Imports
Working with Inventory Item Imports
Working with Inventory PO Imports
Working with Inventory PO Receipts Imports
Working with Inventory/Purchasing Imports
Working with Inventory/Purchasing Vendor Pricing Import
Working with Job Cost Category Imports
Working with Job Cost Detail Imports
Working with Payroll Imports
Working with Payroll ADP Imports
Working with Payroll Imports from Service Management Work Orders
Working with Vendor Imports
Working with HCSS Estimating Imports
Working with Inventory Traser Pro Imports
XML Imports
Step by step procedures for utilizing XML to import data such as AIA Items, AP Invoices, etc.
Inventory Documents
Average Cost Method
A brief explanation of how the system handles Average Costing in the Inventory Program.
Inventory Adjustments
A brief explanation of each type of adjustment in the Inventory Adjustment Program.
Deleting Inventory Items
Procedures for 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.
Job Costing Documents
Entering Change Orders
Procedures for entering Change Orders.
Job Center Calculations
Explanation of how the Job Center fields are calculated.
Job Cost Detail Maintenance Program
Step by step procedures for adding, changing, and deleting job postings.
Job Cost ID Types
A listing of the 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.
Loading Software
Auto Update Program Procedures
Step by step procedures for setting up and utilizing Auto Update to install program updates.
Loading Updates to Another Workstation
Step by step procedures for downloading and installing the ComputerEase updates to another workstation.
Microsoft Office Products
Creating Labels with MS Word
Step by step procedures for creating Labels with ComputerEase data and MS Word.
Creating Letters with MS Word
Step by step procedures for creating Letters with ComputerEase data and MS Word.
ODBC with MS Access and Excel
Step by step procedures for 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.
New Company in ComputerEase
Creating a New Company
Step by step procedures for creating a new company.
Importing-Customer Import Procedures
Step by step procedures for working with Customer Importing.
Importing-Inventory Items Import Procedures
Step by step procedures for working with Inventory Control Items Importing.
Importing-Vendor Import Procedures
Step by step procedures for working with Vendor Importing.
QTools
A brief explanation of the QTools Report Writer program.
ODBC Documents
Creating Labels with MS Word
Step by step procedures for creating Labels with ComputerEase data and MS Word.
Creating Letters with MS Word
Step by step procedures for creating Letters with ComputerEase data and MS Word.
ODBC File Layout
Version 11.0
A document that lists each database and an explanation of the fields within the databases.
ODBC Setup Document
Step by step procedures for installing the ODBC System Drivers.
ODBC with MS Access and Excel
Step by step procedures for linking the ODBC Drivers with MS Access and/or Excel.
Payroll Documents
2016 Year End Procedures
Step by step procedures for processing Year-End.
Bonus Checks
Step by step procedures for processing Bonus Checks.
Chicago Residency Procedures
Step by step procedures for reporting prevailing wage Chicago/Non resident residency.
Creating Unique Payroll Formulas
Procedures for creating and utilizing unique payroll formulas.
Direct Deposit
Step by step procedures for setting up and utilizing the Direct Deposit Program.
Email Employee Check Stubs
Step by step procedures for setting up and utilizing the ability to email employee check stubs.
EEOC Procedures
Step by step procedures for setting up and utilizing the EEOC Reporting Program.
Employee Advances
Step by step procedures for utilizing and tracking employee advances.
Payroll Center Calculations
Explanation of how the Payroll and Employee Center fields are calculated.
Payroll Locations
Step by step procedures for utilizing and tracking Payroll Locations.
Payroll Posting Error Checklist
Checklist for reviewing payroll posting errors by module.
Payroll Posting Reports – Reprinting Reports
Step by step procedures for re-printing Payroll Posting Reports.
Prevailing Wage Job Setup
Step by step procedures for setting up and utilizing Prevailing Wage Jobs.
Working with Worker Class Differentials
Step by step procedures for setting up and utilizing the Worker Class Shift Differential
Program.
Importing Hours from Service Management Work Orders
Step by step procedures for entering hours in Service Management Work Orders and Importing into Payroll Labor Distribution entry.
Project Management
Project Management Overview
Project Management Manual
QTools
QTools
A brief explanation of the QTools Report Writer Program.
Rental – Tool and Equipment
Rental Overview
Service Management
Importing Hours from Service Management Work Orders
Step by step procedures for entering hours in Service Management Work Orders and Importing into Payroll Labor Distribution entry.
 

Subcontract

Subcontract Manual
Subcontract Overview
System Documents
ComputerEase Hardware Requirements
Recommended computer hardware requirements for ComputerEase.
ComputerEase NetInstall Procedures
NetInstall procedures (client/workstation installation) for ComputerEase.
ComputerEase – Colors
Explanation of changing the colors within the ComputerEase system.
Changing the ComputerEase BackgroundPurchase the utility that will allow you to change the background of the program. ($300.00)
System Setup – Program Shortcuts
Step by step procedures for setting up and utilizing shortcuts needed for ComputerEase.
Copy Live To Practice
Step by step procedures for setting up and utilizing the Copy Live To Practice Program.
Copy Live To Practice – Scheduled Task
Step by step procedures for 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
Lists, by module, procedures that will assist you with keeping your system in balance and areas to check when your system becomes out of balance.
Purging ComputerEase Data
Lists, by module, procedures that will assist you with purging/deleting ComputerEase
Data.
Remote Backup Services – Coming Soon
Take the headache out of manual backup processes and ensure that your data is secure. Contact us for more information on backing up your system data.
Templates
Word Templates (Forms)
Step by step procedures for utilizing Microsoft Word to create unique forms.
AIA Billing Form Template – Coming Soon
Purchase the AIA Template to eliminate purchasing preprinted forms. ($150.00)
Excel Templates (Reports)
Step by step procedures for utilizing Microsoft Excel to create unique reports.
Updating ComputerEase
Auto Update Program Procedures
Step by step procedures for setting up and utilizing the Auto Update Program.
Loading Updates to Another Workstation
Step by step procedures for downloading and installing the ComputerEase updates to another workstation.
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