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Chat with UsMass updating Document Statuses using QuoteWerks Medic Utility
Jan 30, 2012
We’ve had several enquiries over the years from QuoteWerks users wanting to update old Quote documents en-masse to archive them off with a “Closed” Status. The QuoteWerks Medic Utility offers several pre-defined mass update options, but there’s no specific update to change a Document Status, so you’ll need to use the ‘Advanced Queries’ option within […]
READ MOREChanging the Default Text Caption for different QuoteWerks Line Types
Jan 05, 2012
If you would like to change the default text that QuoteWerks uses when inserting Sub Total, Running Sub Total, Optional Item, Discount Percentage or Charge Percentage Line Items, then this can be done by editing the site.ini file [System] section SubTotalItemText, RunningSubTotalItemText, OptionalItemText, DiscountItemText and ChargeItemText keys respectively. To make the required changes: Using Windows […]
READ MOREOpening more than 5 Documents in QuoteWerks
Jan 04, 2012
Setting the number of QuoteWerks Document users can open at one time If you would like to increase (or limit) the number of Documents that QuoteWerks users can have open at one time, then this can be done by editing the site.ini file [System] section MaxNumOpenDocs key. By default, QuoteWerks users are allowed to have […]
READ MOREUsing a Sage 50 Accounts Stock list as a QuoteWerks Product Source
Sep 03, 2011
We’ve had several clients and QuoteWerks partners recently ask us about 1) whether it’s possible, and 2) how QuoteWerks can be set up to use the Sage 50 Accounts Stock list as a Product Source. For the benefit of all those (and to give us a reference for the future!) I’ve produced a guide to […]
READ MOREHow to be a better software development company
Dec 30, 2010
Prompted by some of the comments and discussion in the article about software development add-ons, and during an internal brainstorming session as to how we can improve our ConnectIt software development services, we started a couple of lists on how to be a better software author. We’ve tried to think of it as traits of a […]
READ MOREHilltops IT are QuoteWerks Superheroes!
Dec 28, 2010
Please enjoy this video – “Hilltops IT QuoteWerks Superheroes!” a.k.a. “Steve really needs to get out more!!!” 🙂 And while self-promotion is all very well, we’ve also got many happy clients that have said similar things. Read the kind testimonials customers have offered us by clicking the links!
READ MOREUpdating QuoteWerks for new UK 20% Tax Rate
Dec 27, 2010
To update your QuoteWerks system for the new UK 20% VAT rate due to be introduced on 4th January 2011, your QuoteWerks needs to be changed in 3 places: The Tools menu | Options option | Documents tab | Sales Tax Rate default value. The QuoteWerks workbook | Sale Info tab | Tax Rate F2 […]
READ MOREWhy you should upgrade your QuoteWerks now!
Dec 09, 2010
Are you running an older version of QuoteWerks and considering whether you should take advantage of the ‘Winter Special’ 10% discount offer to renew your UMP and bring your QuoteWerks installation up-to-date? Do you need some compelling reasons to convince your boss to upgrade but are getting a little lost in the various version feature updates […]
READ MOREChanging the QuoteWerks Document Number Prefix
Dec 09, 2010
Further to the post back in February about changing the three character prefix on a QuoteWerks Layout, a client has just asked about changing just the Q/O/I letter – specifically the “I” Invoice for a “C” Credit Note. Here’s the formula we gave them for the QuoteWerks master installation Layout: first(documentheaders->docno,3)+”C”+last(documentheaders->docno,(len(documentheaders->docno)-4)) For a remote QuoteWerks user’s […]
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