Articles

Category: Tips

Q7 TIPS & TRICKS – EXPORTING REPORTS

Sep 20, 2021

One of the more powerful features in Q7 is the ability to customize and export your reports. Most reports in Q7 are able to be exported to Excel, PDF, and more. This month let’s go over the steps to export …

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Q7 TIPS & TRICKS – KEEPING YOUR BOOKS CLEAN

Aug 19, 2021

Whether you’re a professional accountant, a business owner or an office clerk, Q7 is built with you in mind. It is designed with plenty of reporting options to ensure that your accounting corner is kept tidy and cleared of clutter, …

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Q7 TIPS & TRICKS – MANAGE DOCUMENTS ACROSS Q7

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 …

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Q7 TIPS & TRICKS – BOOKING & TRIP NAVIGATION

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 …

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Q7 TIPS & TRICKS – CUSTOMER PAYMENTS

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 …

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Q7 TIPS & TRICKS – BILLING CHARGES

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 …

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Q7 TIPS & TRICKS – PREFERENCES

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 …

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Q7 TIPS & TRICKS – VENDOR MANAGEMENT

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 …

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Q7 TIPS & TRICKS – RE-PRINT PAY SETTLEMENTS

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 »

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Q7 TIPS & TRICKS – IMPORT TOOLS

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 …

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