Naira Yaqoob-BQE Documentation Manager
I work at BQE Software as the Documentation Manager & Product Specialist.
Comments
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The proposals are tied to the prospect and opportunity. So it is possible that you have a list of primary proposals only because each is tied to a separate prospect/opportunity. The primary proposa...
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If there is only one proposal, then it is marked as Primary by default. When you have multiple proposals, then it lets you mark one of them as Primary.
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The Billable Margins bar and Profitability widget should not relate to invoiced items only as per the calculations behind the scenes. Faisal (BQE Product)faisal Please confirm.
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Also, the second Margins widget there does allow you to see both Billed Margins as well as Billable Margins, if you prefer those metrics. You have to choose that option from the drop-down. The Bill...
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These expenses count against the contract amount. So it excludes the extra expenses as they are on top of the contract amount. Yes, such expenses won't show up here.
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Greg G In Core, the term 'Billable' itself means potentially billable. Else, it is Billed or Non-Billable.
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So the current Profitability or Margins widgets are not useful to you? The Profitability widget excludes retainers and draft invoices and is based on these calculations: Profit = Billed Amount – Co...
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These are billed expenses that are tracked/logged against the contract amount. The values for each component are calculated as: Expenses (Limit) = Total expense contract amount including markups, b...
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We did have this Custom Alerts feature in BillQuick (plus an add-on called BillQuick Agent) and is on the roadmap for Core also. But I do not have a timeline on that.
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Hi! You can go to any Core screen and do a few things with the grid: Under the More menu > Show/Hide Columns in the grid You can resize the column widths and reset that to the default You can sort...