Nov 22, 2021
The Q7 Dispatch Board is packed with features. We reviewed some of them in May 2020. This month, let’s take a look at a few more.
Using the Filter Tool
Q7’s filter tool can be found throughout, but it’s especially …
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 …
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, …
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
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