New Employee Orientation
The trainee will learn to interact with BillQuick and its basic functions. Orients the new employee to BillQuick’s user interface and multiple interaction options (menu, icon tool bar, Navigator), BillQuick’s project-centric design, and various key functions. Describes the flow of information, from master records and charging time and expenses to billing and reporting. Introduces new employees to time and expense entry basics as well as common reports and how to generate them.
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1
hr
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First attendee $
165.00
Additional attendee $
45.00
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BillQuick for Timekeepers
First, Timekeepers receive a brief introduction to BillQuick, including the basics of logging in and role-based navigation. They will then be familiarized with the different fields within the Time and Expense entry screens. They will be taught the different methods for recording Time and Expense and how to significantly streamline the process by taking advantage of many features that make Time and Expense entry fast and easy. Next they will learn how to submit time for approval and review entries after approval or rejection. Few more tips and tricks for duplicating / editing multiple entries and generating reports. Finally, attendees are instructed on how to find the help they need if they forget what they’ve learned. By the end of the session, your Timekeepers will have all the tools they need to make their BillQuick time and expense entry fast and easy!.
Note: This course is available only on Tuesdays
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1.5
hr
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First attendee $
245.00
Additional attendee $
55.00
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BillQuick for Billing Managers
The manager will learn how to send the right bills at the right time for the right amounts in a format that effectively communicates both what is owed and the firm’s professionalism and high value to the client. Orients the manager to key BillQuick elements and the flow of information into invoices. Illustrates client, project and other billing setup options and their impact on the final invoice. Takes the manager from generating a billing record through billing decisions to creating invoices for a variety of billing situations (hourly, fixed fee, recurring, percent complete, phased billing, joint invoices, etc). Presents procedures for batch billing, on-screen billing and off-line billing, as well as creating a manual invoice. Discusses pre- and post-billing reports.
Note: This course is available only on Wednesdays
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2.5
hr
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First attendee $
395.00
Additional attendee $
95.00
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BillQuick<->QuickBooks Integration
The trainee will understand how to integrate BillQuick and QuickBooks. Covers the basics of BillQuick and QuickBooks integration. The trainee learns about communication between the two applications and how to set up the integration correctly. Also, to give firms options to consider, the course includes an overview of common synchronization flows and how they are setup. Best practices will be discussed. Recommendations concerning what tasks should be performed in each application will be made.
Note: This course is available only on Thursdays
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2
hr
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First attendee $
325.00
Additional attendee $
75.00
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BillQuick 1-on-1 Training
The firm will achieve fuller utilization of BillQuick and applications with which it interfaces through this customized course. BillQuick 1-on-1 Training is limited to a single firm per session. Customized to the firm, BillQuick 1-on-1 Training covers one or multiple tasks, feature/functions, and other topics related to BillQuick. A pre-session interview (15 to 30 minutes, part of the 3-hour time block) with a National BillQuick Certified Trainer determines the course content. If desired, a trainer will utilize a firm’s database to illustrate various tasks, integration with QuickBooks, where to fine-tune BillQuick setup and procedures, and similar activities.
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3.0
hr
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First attendee $
525.00
Additional attendee $
135.00
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BillQuick 1-on-1 Consulting
BQE Software offers professional consulting services to help our new and existing customers install, implement and deploy our products in a cost-effective and professional manner. Our Consulting Service is designed with a "single point of contact" model that allows our customers to work with a dedicated BQE Analyst throughout the consulting process
For more information, please visit our consulting portal.
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3
hr
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First 3 Hours $
585.00
Every Additional Hour $
225.00
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