Jul 16, 2021
If you have Document Management, you’re probably scanning or importing files into Q7. The most common area that Document Management is utilized is Orders, where you can attach load supporting paperwork for invoicing purposes.
Did you know that there are …
Mar 22, 2021
Bookings and Trips make up a large portion of Q7 daily workflow. They are two different records, but they are heavily connected. Knowing how to move between the two records can improve your workflow speed. This is true if you …
Feb 17, 2021
Posting direct Customer Payments for invoices is a regularly occurring task. This month, let’s take a look at some tools that can make your Customer Payment entry more efficient.
Automatic Sorting & Applying Payment
Use the Config button to configure …
Jan 21, 2021
While entering Order charges, you may be clicking and tabbing more than you need to. Several features are available to help speed up entering line haul or accessorial charges on Orders. Using some of these features together can automate the …
Oct 20, 2020
There are dozens of options to make your order entry, dispatch, payroll, and other operations work more efficiently for you. Utilize Preferences (options) to set defaults, requirements, and other behaviors.
CUSTOMIZE YOUR COLORS
Spruce up the look of your system …
Sep 15, 2020
Vendors might be recognized by multiple names, such as a person’s name, the name of the company, the remit to name, and possibly a DBA. This month, we’ll define where each field in Vendor Setup appears on important documents like …
Aug 14, 2020
Processing Settlement gives you many opportunities to print or email pay settlements. But do you ever need to print or email an old (previously posted) pay settlement?
USE SETUP TO PRINT POSTED PAY SETTLEMENTS
Click Here For A Clip »
Jul 17, 2020
import verb – to transfer information from one program to another; sometimes using an Excel or text file.
Are you entering things by hand that you can import into Q7 instead? This month we want to highlight some built-in import tools and …
Jun 23, 2020
Let’s take a look at Setup programs this month. They are, after all, essential to a healthy Q7 system. Besides keeping your Setup windows set at a small size, there are several other tricks that we like to use to …
May 20, 2020
Do you utilize the Dispatch Board’s coloring feature? Did you know that you can preview a Trip, and even perform some functions, without opening it? The Dispatch Board has many simple features to keep you organized and efficient.
COLOR CODE …