xTuple for Service Businesses
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xTuple for Service Businesses

Quote-to-Cash and Project Tracking

Copyright © 1998-2011 xTuple

September 2011

Table of Contents

Introduction
1. Getting Started
1.1. Log In Options
1.2. xTuple Desktop
1.3. Exit the Application
1. Service Business Process Flow
1. Getting Started
1.1. Setup
2. Quoting
2.1. Entering a Quote
2.2. Quote Line Items
2.3. Emailing Quotes
2.4. Converting Quotes to Invoices
3. Invoicing
3.1. Printing & Emailing Invoices
3.2. Posting Invoices
4. Collecting Cash
4.1. Bank Accounts
4.2. Entering Cash Receipts
4.3. Posting Cash Receipts
5. Credits and Refunds
5.1. Applying Credits
5.2. Issuing Refunds
6. Making Purchases
6.1. Entering Purchase Orders
6.2. Emailing Purchase Orders
6.3. Receiving Purchased Goods
7. Paying Vendors
7.1. Vouchering PO Receipts
7.2. Selecting for Payment
7.3. Processing Checks
7.4. Miscellaneous Vouchers
8. Financial Reporting
8.1. Viewing G/L Transactions
8.2. Income Statement
9. Conclusion
2. Project Basics
1. The Project Screen
1.1. Project Summary
1.2. Project Billing
1.3. Project Tasks
2. Linking Orders and Projects
2.1. Project Activity Report
3. Time & Expense
1. Entering Time & Expense Sheets
1.1. Time Entry
1.2. Expense Entry
2. Approving and Processing Time & Expense Sheets
2.1. Invoicing Time & Expense Sheets
2.1.1. Consolidated Invoicing
2.2. Vouchering Time & Expense Sheets
2.3. Posting Time
A. Learning More About xTuple
1. Additional Resources
2. Application Fundamentals
2.1. Searching for Information
2.1.1. Auto-Complete
2.1.2. Search Filters
2.2. Keyboard Shortcuts
2.2.1. TAB Key
2.2.2. CTRL Key
2.2.3. ALT Key
2.2.4. ENTER Key
2.2.5. Date Shortcuts
2.2.6. Calendars
2.2.7. Toolbar Buttons
2.3. Right-Click Options
2.4. Column Memory
2.5. Screen Position/Size Memory
2.6. Check Box Memory
2.7. Common Application Buttons
2.8. Spell Checking

List of Tables

A.1. Date Shortcuts
A.2. Toolbar Buttons Master List
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