Navigation:  Managing Worksheets > Setting up Worksheet Cycles

 

Introduction

Worksheets are good for regular repeatable jobs performed by regular operators, e.g. cleaning windows every week, scrubbing floors every month. You can set up jobs, the frequency and when they are next due. When the Worksheet Cycle is opened, all the regular Worksheet data is copied into that cycle. Whole page work sheets, which can be signed by the client, with an option for a Time Sheet and/or a one-line list, can be printed.  No invoice is created, as this work is expected to be present in the regular invoice lines so tick the ‘Regularly Invoiced’ box. If the box is left unchecked it is entered in the table of un-invoiced Worksheets ‘Worksheet > D. Worksheets Flagged to be Invoiced’.

 

 

Go to Setups > M. Worksheet Cycles.

 

 

Select Add and enter a description and then define the frequency i.e. Monthly (enter 1 Mth) or Weekly (enter 1 Wk), then exit.

 

Next go into Setups > C. Branches to set up the function control.