Posts

Quote templates

For 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 you the task of rewriting the same items again and again.

Simply leave the “amount” column empty so the template can be adjusted to meet and client request.

Email templates can also be created to accompany quote templates, saving you time writing email text and providing clients with a uniform and professional service.

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Bank transfers

Bank 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.

SquidWeb wiki Bank transfers

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Exporting invoices & debtor accounts

This 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

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Receipts

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.

SquidWeb wiki Receipts

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Items

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.

 

SquidWeb wiki Items

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Rate cards

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.

SquidWeb wiki Rate cards

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Using SquidWeb efficiently

SquidWeb 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 in the busy season…

Check out the video here!

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Team ToDos

Team 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.

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ToDos

ToDo’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 completed.

The only way to complete a ToDo, is to create a “ToDo Complete” and send it back to the creator.
You can even create ToDos for yourself!

Check out this video to see how its done!

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Navigating with Tab

Tab 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 the last tab stop, allowing you to release the dialog instantly.

Check out this quick video to show you how it works!

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