Home Page

The Home page contains information that project managers, principals, partners, owners and accountants need to monitor the progress of their company and business. It enables you to view important information (that is, time and expense summary) at-a-glance and keep track of project workflow. Task reminders and messages received from other Web Suite users. In addition, it provides shortcuts to frequently used Web Suite modules (for example, Sheet View, Expense Log, etc.) and user assistance resources (that is, Web Suite Help, BQE Blog, etc.).

The Web Suite Home page displays upon logging in to the application. To access it from another screen of Web Suite, click Home on the navigation bar. Home is the first tab to be displayed.

The Home page has the following panels:

• Quick Links

• Quick Summary

• Reminders

• Workflow

• Messages

• Useful Resources

• Help

The Quick Summary, Submitted items, Reminders and Messages panels can be opened or closed using the expand/collapse arrows on the top-right of each panel.

Current Logged in Users

Click this link, located at the top right corner of the page, to see who else is logged into Web Suite.

Quick Links

This panel provides links to frequently used modules (for example, Sheet View and Simple Time Card). The links in this panel vary based on the user's role (that is, Default, Principal/Managerial, Billing, Time and Expense). The following set of links is available with each role:

• Default: Sheet View, Simple Time Card, Expense Log, Simple Expense Log, Reports, Preferences, Messages.

• Principal/Managerial: Client, Project, Employee, Activity, Expense, Sheet View, Expense Log.

• Billing: Billing Review, Invoice Review, Manual Invoice, Payment, Sheet view, Expense Log, Reports.

• Time and Expense: Sheet View, Simple Time Card, Timer, Expense Log, Simple Expense Log, Reports, Messages.

Quick Summary

In this panel, you can quickly view your time and expense summary. Time Summary shows your billable and non-billable time recorded for a day, week, two-weeks and month. The Expense summary shows the billable and non-billable expense amount of an employee calculated in a day, week, two-weeks and month.

Supervisors and managers can view billed and unbilled time and expense summary data for themselves and their subordinates by making a selection from the drop-down list in this panel.

Select the Show Chart check box to view billable and unbilled time entry hours in a chart format.

Submitted Time, Expense, Invoices and Purchase Order

This panel displays workflow information. It shows items (that is, time and expense entries, invoices and purchase orders) submitted for approval or returned as rejected.

A general user will see if submitted time and expense entries have been rejected.

If you are a manager or supervisor to which items have been submitted for approval. Click on the time or expense entry to open the Sheet View or Expense Log and reject or approve the submitted entries. Click on an invoice entry to open the Invoice Review screen to either approve or reject it.

Items in this panel are grouped by categories (for example, Submitted Time, Submitted Expenses, etc.) that can be expanded or collapsed by clicking the blue arrows ().

Reminders

This panel displays reminders of special events that are likely to happen on specific date such as:

• a project that is expected to complete on the specific date

• a bill that is scheduled to appear in Billing Review on the specific date

• an invoice that is still not printed (not sent to the client) in the Invoice Review

• special dates along with the reminder message

Depending on the reminders set by you in various modules of Web Suite, the following reminders can display in this panel:

• Project Due Date Reminder

• Billing Reminder

• Invoice Reminder

• Employee/Vendor Date Reminder

• Important Date Reminder

Messages

This panel displays notifications of the last five recently received messages from other Web Suite users. Click an entry to view the entire message. Unread messages display in bold font.

You will always get the message pop-up informing you about the number of unread messages. The message appears on the screen chosen by the sender of the message. You can also click on it to view the entire message. Messages also pop up for the memorized invoices that should be processed automatically on a specified date. Click on the message to view the default message set for such memorized invoices in the Messages screen.

Useful Resources

This panel provides links to resources to assist you in getting the most out of your Web Suite experience. You can click the Help File link for reference or instructional information. Click the Contact Support link if you need to talk with a BQE support representative for assistance. Click the Training link to learn more about BQE training services. You can also follow the link to the BillQuick blog to keep up with the latest news on Web Suite and BillQuick.

Help

This panel offers a shortcut for searching Web Suite Help. Enter keywords in the search field and click Find to find related content. This panel also provides links to the most used How Do I topics. These links vary with the role of the currently logged in user.