Help Overview

When you buy a software program, you want to know what the application offers, how it benefits you and how to use it in the simplest and fastest way possible. The Web Suite Help meets these expectations by covering all the features and functionality of Web Suite at the basic level (for the first-time users) as well as at the advanced level (for existing users). It answers all your important questions - What is this?, What does it do? and How do I do it?’

The Web Suite Help is organized into books and topics covering everything about a feature or screen in the form of Overview (introduction of screen), Reference Information (description of fields and options on screen), and How Do I (procedure to do a task).

You have access to many help and support options in Web Suite.

• You can access the in-context Web Suite Help by clicking the Help button and How Do I links on the screens. You can also press F1 in any screen or dialog to access the Help.

• You can access our website www.bqe.com and search through our online Knowledge Base, e-Letter Archives, FAQs or Support Documents. It also provides information on other products, services and business solutions.

• You can contact our Technical Support to get answers to specific questions at 310-602-4030 or Support@bqe.com.

• You can undergo standard or customized one-on-one training courses. Our Certified Trainers can train you on using Web Suite and add-on modules. Check out the Training Services at (310) 602-4020 or www.bqe.com/Services .

• BQE also offers professional Consulting Services to help you install, implement and deploy our products in a cost-effective and professional manner. Find more at (310) 602-4020 or www.bqe.com/Services.

• You can use our Report Customization Services to efficiently develop custom reports and invoice templates for you as per your specifications. Find out more at (310) 602-4020 or www.bqe.com/Services.

The Web Suite Help follows some presentation conventions, making it easier and faster for you to scan and review information. Most of the topics have been organized into 3 parts:

• Overview: giving a general introduction to the feature or screen.

• Reference Information: providing descriptions of field names and options on screen.

• How Do I: providing step-by-step instructions or procedures for performing a task.

Other conventions employed in the Web Suite Help include:

Web Suite Help covers the following information:

• Executive Summary: The information in this section gives you an overview of the major functions and features of Web Suite that are useful for managing your projects, billing and overall business. It summarizes the major solutions offered by Web Suite from the managerial perspective.
• Installation: The information in this section covers the start-up procedure for installing Web Suite such as system requirements, different installation scenarios, setting up a company database, activating the software and so on. This detail is useful for the person in charge of managing and installing your software, typically the system/IT administrator.
• General Features: This section contains information and procedures on commonly used features (for example, Customizing labels, filtering data, creating memos, etc.).
• Master Information: The topics in this section show you how to set up master profiles (such as employees, clients, projects, etc.).
• Security: This content provides details on how to control and who can access Web Suite. You'll also learn how to manage user access permissions for specific Web Suite modules and reports.
• Settings and User Management: This section covers important instructions for managing Web Suite users, setting up templates, and configuring company-wide settings and preferences.
• Project Management: Being project-centric, Web Suite offers a complete Project Management solution. Essentially for project managers, this section explains all the features of Web Suite useful for tracking and managing projects. You will learn about contract types, budgets, fee schedules, journals, project rules, etc.
• Time Tracking and Expense Tracking: These are critical for timekeepers (employees and vendors) and their managers. The time and expense information covered teaches you about the various time and expense entry options, submission-approval procedures and other settings.
• Accounting: The topics in this section cover the accounting-related features in Web Suite, focusing on accounts payable. This information, which covers chart of accounts, purchase orders, vendor bills, etc. This information is of great importance for a firm's accountants or billing managers.
• Billing: The information in this section reviews the billing basics (for example, pre-billing tasks, billing methods and invoice settings). It also explains the billing decisions and processes for creating various invoices. This content is useful for billing managers or accountants.
• Accounts Receivable: These topics show you how to manage accounts related to invoices, late fees and payments.
• Retainer Management: In this section, you will learn everything about pre-paid amounts and retainers.
• Report Management: Web Suite provides a variety of reports for executives, managers and supervisors. You will learn about the robust reporting capabilities of Web Suite including report filters, statements and so on.

• There are sections in the help focusing on specific role-based information and procedures. Often these role-based functions correspond to a person’s position or title, although different companies organize roles and responsibilities in different ways. Typically, a company consists of a principal/partner (owner or official head), supervisor (company administrator or manager), timekeepers (employees and vendors), project managers, billing manager, staff (accountant, admin assistants, support staff, clerks), etc.

• The help covers all the features of Web Suite, available in the Enterprise edition but might not be in the Basic and Pro editions.

Your feedback helps us plan and improve Web Suite releases and associated documentation. Please email your comments, suggestions and ideas about Web Suite and its Help to BQ-Ideas@bqe.com.