This 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.
Items 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 are automatically updated to it.
Projects are the heart of SquidWeb and will be a big part of a user’s day-to-day.
SquidWeb will automatically generate all documents with the project’s details and information already included and ready to be sent to client and crew.
Select a rate card for the whole project, individual crews or just one team member.
Templates are the preset content for emails, messages and documents sent from Squid.
If it can be sent from Squid, a template can be made for it. The more templates you have set up, the less time you have to spend writing emails and texts.
Set up your templates in multiple languages and Squid will give you the right template for the right contact.
Rate 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.
The GUI is how you, the user, interact with SquidWeb. This includes all windows, icons, menus, pages and features that may be manipulated by the mouse or keyboard.
Understanding how SquidWeb’s GUI is laid out and how to navigate it, will help new users get started.
All of SquidWeb’s support and tutorial material are made for users with s basic understanding of SquidWeb terminology and design. This video will introduce you to SquidWeb and the tools to start working.
You will receive a welcome email from SquidWeb support when you account is ready, this email will contain a unique URL link, follow it to set up your new password.
Once logged in for the first time you can edit your user settings to complete your account setup.
If you forget your password, use the forgotten password feature on the login page to send yourself a new link.
The crew chief of any given project has access to extra features that help them organize and oversee the crew.
This video guide will show you how these features work, including how to access and process project documents, pre-call and check-in the crew using the QR scanner and check them out again when the job is done.
After a job is complete and the office staff have processed the hours, the crew member will be asked to confirm the working hours are correct, if they are not the mobile app can be used to refuse the payroll and request a review.
The accounting team can respond to any refusals with corrections or updates!