Manager SE Settings, Defaults, Database

WIP List Out Of Control?

Re: WIP list is out of control

Postby ricmorin » Tue Oct 04, 2016 9:35 am

Use the Post button at the bottom of your WIP screen to post the order. Monthly you can run one of the Balance Due reports found on the Accounting tab under Reports.
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Re: WIP list is out of control

Postby Paradigm » Tue Oct 04, 2016 9:53 am

ricmorin wrote:Use the Post button at the bottom of your WIP screen to post the order. Monthly you can run one of the Balance Due reports found on the Accounting tab under Reports.


Which program do you receive the payment, QuickBooks or Mitchell? and if in Mitchell, where in there?
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Re: WIP list is out of control

Postby ricmorin » Tue Oct 04, 2016 10:59 am

In Manager, you'd receive the payment to clear the charge and keep the records straight. You'd also do the same in QB, depending on your process.

Personally, I don't track any receivables in QB. I do it ALL in Manager, but that's a personal choice.
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Re: WIP list is out of control

Postby Rich » Tue Oct 04, 2016 11:16 am

Paradigm wrote:
ricmorin wrote:Use the Post button at the bottom of your WIP screen to post the order. Monthly you can run one of the Balance Due reports found on the Accounting tab under Reports.


Which program do you receive the payment, QuickBooks or Mitchell? and if in Mitchell, where in there?


Press F5, go to the "name" spot and enter name. It will bring up the outstanding amount there.
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Re: WIP list is out of control

Postby Rich » Tue Oct 04, 2016 11:21 am

Rich Hays
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Re: WIP list is out of control

Postby ricmorin » Tue Oct 04, 2016 11:27 am

Yes. The function is called Batch Payment.
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Re: WIP list is out of control

Postby Paradigm » Tue Oct 04, 2016 11:31 am

ricmorin wrote:In Manager, you'd receive the payment to clear the charge and keep the records straight. You'd also do the same in QB, depending on your process.

Personally, I don't track any receivables in QB. I do it ALL in Manager, but that's a personal choice.


How do you do your deposits and reconciliation of your checkbook?
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Re: WIP list is out of control

Postby ricmorin » Tue Oct 04, 2016 11:39 am

I enter one number into QB every day, and that is my collections. All my bills are hand entered into QB. I reconcile my checkbook in the normal matter.
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