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Automated Accounting
TutorialsHow to set mailbox autoresponder
TutorialsThe mailbox autoresponder can be set when you are on vacation of absent for any reason. Once set up all incoming emails to the chosen mailbox will be automatically replied to with a preset response. To set the autoresponder navigate to the mailbox settings and set the Autoresponder section to active. Once active you may […]
Faster ways to process your mail
TipsSquidWeb mailbox has a number of features designed to help you manage your mailbox quickly and easily. Here are a few of our recommendation to help you work quickly and efficiently: Keyboard Shortcuts: Select and email and press the following command to perform the action. CTRL + A: Reply; CTRL + C: Mark as spam; […]
Mark and remove spam emails
TipsAn Email can be marked as spam in the Mailbox by selecting it and simply pressing CRTL + X. The email content field will be automatically updated to “SPAM” and the status will be set to “Deleted” once the mail is marked as SPAM, it will also disappear after the page is refreshed so no […]
Reject receipt
TipsA receipt can be rejected by changing its status from the receipt details container menu: Once a receipt’s status has been changed to “Rejected” it will also be marked as released and exported. An activity will also be created and logged to inform other user the Receipt was rejected. “ReceipEmail” type templates can also be […]
Planner receipts
TipsPlanners can create and edit receipts for invoices that relate to their own projects. Accounting staff can also create internal ToDo’s to give planners access to receipts. Receipts may be created to pay incoming invoice from suppliers or to reimburse employees. They are created in the same way an invoice or quote is written, […]
Payrolls
TutorialsOnce a project has finished and the planner has cleared the position it is ready to be added to an employee’s payroll. Payrolls are generated for all active employees for a chosen period and then all cleared items within that period can be added to their individual payrolls in a single click. The accountant can […]
Mailbox
TutorialsSquidWeb’s mailbox is an integrated email system that allows for the creation and processing of mail for public or private mailboxes – an address can be created for individual team members or company departments. As well as being a fully functional email client- allowing users to read, filter, reply, forward and create emails – Mailbox […]
Supplier receipts
TutorialsSupplier receipts differ from normal receipts as the project crew items need to be assigned to the receipt during its creation. When suppliers send an invoice for a crew service a supplier receipt is created to pay the outstanding amount. As the PCI’s from the project are added to the receipt the sum total will […]
Pfändung documents
TipsPfändung documents can be uploaded to SquidWeb and the system will remind you how much is owed each payroll until the debt is settled.
Quote templates
TipsFor quotes are sent often or to multiple contacts (sending crew service conditions to new clients for example), a quote template can be created. A template is created just like any other quote but the type is changed to “Template”, it can then be used at any time when created a new quote to save […]
Bank transfers
TutorialsBank transfers can be sent alongside the creation of receipts in SquidWeb to pay incoming invoices quickly and easily. All bank transfers made from SquidWeb are stored and accessible from the bank transfers page. Transaction reports can also be taken directly from SquidWeb and turned into a compressed file to be processed in accounting software. […]
Exporting invoices & debtor accounts
TutorialsThis video will show you how to export your invoices and debtor accounts from SquidWeb to LEXWARE. SquidWeb supports other 3rd party accounting software, but the same process will apply. SquidWeb also will let you export files into your accounting software directly from the invoices page. SquidWeb wiki Exporting invoices
Receipts
TutorialsThis tutorial show you how to create a receipt and process an incoming invoice through to completion. Incoming invoices can be uploaded to a receipt and stored for accounting records. Bank transfers can be made directly from a receipt and its status tracked for all users to see. SquidWeb wiki Receipts
Items
TutorialsItems represent any service or product that may be added to an invoice, receipt or quote in SquidWeb along with any rates, prices and VAT attributed to them. Items are organized into groups and are created, edited and listed in the items page. When an item is added to a report, the position values of the item […]
Rate cards
TutorialsRate card set universal pricing for clients, crew, regions and locations. Create templates to save time when adding new contacts and set up default rates to cover everything else! Set rates for a company, a person, a job title, a city, a venue or just one day. SquidWeb wiki Rate cards
Using SquidWeb efficiently
TipsSquidWeb is full of shortcuts and features that will help make your life easier. We have combined all the tips and tricks we learned from our users at the 2019 Squidlympics to create this ultimate user guide to efficient project creation. Using these shortcuts will help you streamline your workflow and might help you out […]
Team ToDos
TipsTeam ToDo’s are used to send messages to all users of a specific login type instead of an individual. A Team ToDo can be created to all Accountants for example, instructing them to check all invoices before the months end.
ToDos
TipsToDo’s serve as SquidWebs internal messaging system. Users can created a ToDo for another team member that links them directly to the page where the task needs doing. Once the ToDo has been assigned to another user, it will be visible on the Today page of both the creator and the recipient until it is […]
Navigating with Tab
TipsTab works in SquidWeb in the same way it functions throughout Windows- Tab will move focus to the next tab stop and Shift+Tab will move focus back to the previous tab stop. This can be used to navigate projects pages or dialoges. However, when a dialog pops up, using Shift+Tab will jump focus straight to […]