Category: Q7
Jun 16, 2023
Reconciling the bank statement with your Check Register can be time consuming. This month, let’s cover how you can import your bank statement to speed up this monthly task.
Click Here For A Clip >>
To begin, you’ll need a …
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Apr 18, 2023
This month we’re highlighting a couple of handy tips related to driver Trip pay management in Q7.
Import Profile Shortcut
Right-click on the Pay button to import the resource’s pay profile and open the Pay window at the same time. …
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Mar 20, 2023
This month, we’re showcasing a few underused reports in Q7. The list reports can provide you or your team with a helpful resource to keep on your desk. They can also be used as an auditing tool. Export report lists …
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Feb 15, 2023
You’ve just finished processing a large batch of pay settlements and you realize you forgot to print or email the drivers’ copies. How can you do that now that they’ve been posted?
Batch Mode for Checks Settlements
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Jan 23, 2023
We hope you’re off to a good start this year! Did you know that you can customize your Q7 reports? This month, we’re covering some basic tricks you can try yourself.
Get Into the Editor
For certain reports, you can …
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Nov 21, 2022
We’re pulling out the microscope this month. Whether you’re just doing research or you’re troubleshooting a discrepancy, viewing accounting transaction history can be incredibly useful.
Check out the narrated video here.
Setup Programs
Customer, Vendor, Employee, Item, and GL Account …
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Oct 21, 2022
Ready to streamline repetitive workflow? If your set-up and workflow process is on point, you may benefit from using a feature that allows you to authorize Trip pay in batch.
Click Here For A Clip>> or check out the narrated …
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Sep 19, 2022
Have you ever posted a batch of Checks or Receipts and realized you assigned the wrong date or Check Number? This month we’re bringing you a newer feature that even veteran users might not know about yet. This is definitely …
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Aug 19, 2022
The Hold Pay feature lets you manage cash flow. Mark the Hold Pay Until Customer Payment check box before you Authorize Pay.
When authorized Trip pay is held like this, the Item(s) will not show up in the Settlement …
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Jul 26, 2022
If you’re using the Segmenting features to split routes between two or more drivers, it’s worth knowing how the revenue allocation works. Properly allocating revenue for a load is important for driver pay and reporting purposes.
We’re talking about the …
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