Questions & Answers

Q: I've had a go at rostering but have a question. I can see at the top of the page I can set limits for the number of staff hours per roster but can I set different maximum limits for different staff members ie Sally works a maximum of fours per roster, Jill works a maximum of 6 hours per roster?

A: The settings apply to all staff, there is no individual staff limit setting capacity. One possibility around this is to define different rosters for groups of staff with different requirements, however this is not always suitable.

Question and Answer Item 2058202 - Browse All Question and Answer Items

Q: I'd like to trial Shift Scheduler Continuous Excel 30. I'm from a library and we are looking for rostering software to auto generate a roster for our service desks.

A: You can download this software free of charge for evaluation from https://bizpep.com/shiftscheduler.html .

Question and Answer Item 2058203 - Browse All Question and Answer Items

Q: I presume we can copy and insert lines, or deleted lines in the compiler to keep it in sync with the COA?

A: You can but you need to make sure accounts match and this is best done by creating them in Quickbooks and then exporting them ... if imported accounts do not match QuickBooks current accounts then Quickbooks will create bank accounts of the imported items. See the Quickbooks note ... "Caution: Make sure all accounts in your IIF file are created in QuickBooks prior to importing. If you import a transaction with an account that is not already created in the QuickBooks data file, that account will be created as a new bank account." at http://support.quickbooks.intuit.com/support/Pages/KnowledgeBa .. FYI you can manually edit the the Imp.iff file using a text editor. Also you can access a copy of the Quickbooks Iff Import Manual in the Quickbooks IFF Import Kit from https://bizpep.com/iif_import_kit.zip , this may provide further insight. I hope some of this makes sense.

Question and Answer Item 2058200 - Browse All Question and Answer Items

Q: Is this a tool for SETTING a budget in quickbooks, or is it a tool for MONITORING AND MAINTAINING a budget by 1) setting it up, and 2) regularly uploading P&L data to compare to that budget.

A: It is both. It allows you to create and upload budget values to quickbooks and monitor your budget from quickbooks in this case you simply need to create the budget and iff file and import to quickbooks and you are done with the compiler. Alternatively (most common use) you use the compiler as your budget tool and set up your budget in the compiler and then as the year progresses export actual data from Qucikbooks (or input it manually if you want) for each month and monitor the budget in the compiler. If you do it this way you do not have to upload any iff data to quickbooks ie all budgeting is in the compiler but just uses the export quickbooks values to set it up and then update it with actual values.

Question and Answer Item 2058201 - Browse All Question and Answer Items

Q: Is it possible to have a sheet that graphs ONE LINE of the budget. There is a graph for the total (Actual and Budget Chart) - but I'd like to be able to produce the same graph for ANY line from the chart of accounts. This way we can see for a line item how we're doing.

A: This is not a possible from the standard compiler but you can open/save a new workbook and then link to the compiler data ie make the new workbook cells take data from the compiler so you end up with a formula like ='[New Budget.xlsm]Profit and Loss'!$M$16 . This allows you to set up any data links you like (ie line by line) and then plot as you like.

Question and Answer Item 2058199 - Browse All Question and Answer Items

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