Quickbooks
Advanced Billing
Analytics
Payroll/Billing
Scheduling
100
Which type of Quickbooks program is being discontinued?
Quickbooks Desktop
100
How do you turn Advanced Billing on for a client?
Admin panel and then agency settings
100
What work week does Analytics follow? and can this be changed?
Analytics follows a Monday - Sunday work week, and this cannot currently be changed.
100
Can Agencies export Billing to Excel? If so, where is this added
Yes, and in Admin Panel under "Accounting Preferences". You would select the option of Billing Export (CG, Client, Date, Rate Info, Hrs, Tota;) for the billing export type
100
How do you edit shifts that are in a shift series, without breaking it from the series?
Select "Edit all shifts"
200
What does Quickbooks provide for the integration between our software and theirs? What do we provide?
1. Quickbooks provides the Webconnector
2. We provide the connection file
200
What is the minmum skip interval that should be set?
1
200
Explain how to access and edit a saved Analytics look
Navigate to the 4 square, make sure to be selected on the person icon for "personal" and you will see your looks listed under "Looks". Select on the name of the look to navigate to the look itself. Once there select the gear icon and then select Edit to edit the look.
200
What Payroll export should be enabled for Agencies using a Payroll Company that is not supported?
General + Client
200
If you are creating a shift series, and trying to attach an authorization to the series but the authorization rate will not appear, what is the likely cause of this?
The repeat until of the shift series needs to be on or before the end date of the authorization or the authorization rate will not appear when scheduling
300
Where does payroll move over in Quickbooks Desktop?
Timesheets
300
If I have a skip interval set to 1, how many billing periods do I need to invoice to start Advance Billing?
2
300
Which explores should be used when creating tiles from scratch on a dashboard?
Explores under the "Analytics" folder
300
Name three supported payroll companies
Quickbooks
Paychex
Paycor
ADP
Pay Plus
HK Works (Isolved)
300
What is the simplest way to see if a shift was deleted?
Navigate to the Activity section of the profile, and select "Track Changes" under the System tags
400
Where do the options come from in the Quickbooks Settings page for mapping?
Item list in Quickbooks
400
If a visit is cancelled, what should an agency not do after advance billing?
Delete the visit
400
How do you edit tiles on a dashboard?
You must be in the "Edit" mode to edit tiles on a Dashboard itself.
400
If an Agency calls in, and is trying to invoice, but no invoices are being created what are the first items to check?
Are the visits attached to an authorization? If so, were there changes to the authorization after the shifts were finalized? ( You can hover over the Auth id in Billing to see if this may be the case) Typically this is due to something being changed in the authorization after the shifts are completed)
400
If we get reports of shifts/carelogs missing and we cannot find track changes, and it is within 24-48 hours of them going missing, where should we check first?
Analytics
500
Where do rate categories show in Quickbooks on items moved over from WSPC?
They show on the line item of the invoice.
500
If an agency deletes a visit that has been advance billed, how can they return the funds for a cancelled shift on an invoice?
They can use a credit and add it to the invoice.
500
What is the most important thing to remember when creating an Analytics merge?
Each explore must have at least 1 like dimension
500
If an Agency wants to only pay for reasonable time spent travelling (up to two hours), mileage and NO wait times, How would they set this up?
500
When investigating something in an Agencies site in regards to a shift series, if you select to edit the shift series to view the tracking, which edit option should you chose so that your name stamp does not track on the shift tracking?
Edit all shifts ( and then of course, remember not to select save)