BillQuick User Interface Tips & Tricks
- 1. BILLQUICK TIPS & TRICKS USER INTERFACE BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support: (310) 602- 4030 Sales: (888) 245-5669 Fax: (310) 784-8482
- 2. Grid (Un)Lock Want to stop scrolling up-and-down and left-and-right all the time? Here’s a tip: you can organize the data on your grid by using grid splitters. Click and drag the vertical or horizontal splitter on your screen to split data on the grid into two sections. To get rid of it, just drag the splitter back to the top or left position. E.g., you can use splitters while reviewing time entries and comparing data in Sheet View by freezing your Date and Project columns on the left or viewing the time entries of an employee for different periods.
- 3. Split the Tab BillQuick is so flexible that you can view multiple screens on its desktop. You can re-arrange your tabbed screens to see more than one screen at a time. How? Open multiple screens in tabbed view; right-click on a tab, say Expense Log; choose the horizontal or vertical tab group option. You can now see two screens at the same time. This is especially useful if you want to review time and expense entries of an employee at the same time.
- 4. Funnel Filters If you are frustrated with having too much data on your BillQuick screens, use funnel filters to view selective data quickly and efficiently. For example, in Reviewer, you can view entries for one employee only by right-clicking on its funnel icon and choosing that Employee ID from the list. To narrow it further, you can choose to apply another filter, say Project ID. The funnel icons turn dark to indicate which filters are on. You can even apply conditional formulae to be more specific. E.g., to see only those time entries whose hours are more than 5, use Custom Filter option. As you define the filters, your grid gets filtered down to specific entries instantly.
- 5. Filter by Selection When you have a lot of data for analysis and want to get to it faster, use the Filter By Selection feature. This toggle option saves you a lot of time in reviewing data. E.g., the Reviewer screen has thousands of time and expense records. To view selective expense entries, right-click on the desired one and choose to filter by it. BillQuick instantly filters the data and all you see are records with that specific expense item. Simply remove the checkmark to remove the filter. This feature is especially useful in Billing Review where you can filter records by Hourly projects and get those invoices out quickly.
- 6. Your Default Navigator The navigators let you easily understand the workflow in BillQuick and quickly access important features and screens in it. They have active action buttons, data flows, charts and links–making it easier for the first time users as well as experienced pros to work with BillQuick. Depending upon your preference, you can set any one of the following as your default navigator—Company, Management, Time & Expense, Billing and Accounting. Just check the Default option at the bottom of it and from then on, whenever you launch BillQuick, that navigator will open up for you. Bonus Tip: You can also use a role-based navigator that provides easy access to the often-performed actions by you. The role specified for you on the Employee screen determines which navigator displays at your startup—Default, Time & Expense, Billing or Principal/Management.
- 7. Reverse Select Pop quiz, hotshot: If you are in a BillQuick screen, say Expense Log, and want to select all records in the grid except a few, what do you do? Typically, you will select rows individually using the Ctrl key or select a batch of rows using the Shift key. But that’s time consuming. So here’s a big time saver! Select only the rows you don’t want and then use the Reverse Select option to reverse that selection. It un-selects what you selected and selects what you didn’t select. This is really useful in Billing Review, where you may want to bill all projects except a few.
- 8. Double Sort You already know about sorting your grids by any field with a click on the column header. But did you know that you can sort your grids by two or more columns? Once you sort by one column in the ascending or descending order, Shift + click on the second column. To sort by multiple columns, continue to Shift + click on that column.
- 9. Restore Default Messages You may get annoyed by some confirmation messages and prompts in BillQuick. We provided a solution for that by letting you turn them off. Check the ‘Do not show this message again’ option and get rid of it. Now what if you checked it by mistake and want to be prompted for a very important action? No problem! BillQuick gives you an option to reset the message notifications in the User Preferences screen. Click it and you can have them back.
- 10. Hide Features There are a lot of features in BillQuick, which can get overwhelming for some people. It makes sense to assign the Time & Expense Only security to the timekeepers in your company. As these employees have limited access in BillQuick, they get to see a customized toolbar and menu on login. All the inaccessible features are grayed out for them. But let’s take it a step further. From User Preferences, you can choose to hide the features that you do not have access to. Result? It simplifies the user interface and trims down your toolbar to suit your role and requirements.