This article will cover how a user can adjust their accounting settings within FieldCentral. In this process we will identify how certain options relate to invoices when they are sent to billing and transferred to QuickBooks.
Knowing how to adjust your accounting settings is key to ensuring you are able to bill for services accurately and manage your business as desired.
Once logged into FieldCentral, navigate to the Settings page either via the Main Menu or the quick access bar.
Select the “Accounting” option.
Click “Edit” in the top right corner.
Within edit mode, users are now able to make the appropriate adjustments.
- Accounting Options: Select QuickBooks Online or QuickBooks Desktop
- Billing increments by minutes: Default is 15 minutes.
- Payment Terms (Days): Establishes how long the customer has to pay their invoice before it is past due.
- Prepayment type: Liability accounts use sales receipts to track prepayments where $0 line items send the prepaid item to QB with a rate of $0
- Invoice Materials as a single line: Allows you to group all materials as 1 line item on the invoice.
The “Notes” section allows users to establish if Visit Notes and Field Remarks will be visible when Billing and/or on the customer Invoice.
If using monthly contracts, users are also able to establish a default like item name and description under “Monthly Contract” settings. Users can also adjust this information directly on the contract.
Once satisfied, click “Done” to save accounting settings.
Taking a moment to adjust your Accounting Settings could save you time and headaches in the long run and it is easy to do!