Tutorials

Manage Client Settings

Administration

Explore the client settings in Administration where you can select options for general details, Certificates, Vehicles, Drivers, the Dashboard, and Users.

Manage Client Settings for Accounts Receivable

Accounts Receivable , Administration

This tutorial focuses on the client settings that support the A/R module. Determine if payments can be applied to future invoices, invoice sort order, if available credits should be automatically applied, and more.

Managing Roles

Administration

This tutorial explains how to assign roles and enhance security by giving Quadra users access to specific modules and tasks.

Organizing Risk Management Topics

Administration , Risk Management

This tutorial explores the steps involved in creating and editing risk management topics as well as selecting accounts and organizing folders.

Performing a Batch Removal of Records

Administration , Imports

Using Quadra’s Import function, explore the method for removing records of vehicles, structures, items, or other exposures.

Report Security

Administration , Reports , Security

Learn how to restrict access to certain types of reports by assigning roles.

Resolve Issues for a Data Import

Administration , Imports

Learn the process for resolving errors that can disrupt a data import into Quadra.

Sending Invoices for a Single Date

Administration , Allocations , Reports

Learn how to distribute invoices or invoice reports for a single date to billing or account contacts using Email Builder.

Sending Invoices Through the Allocation Schedule

Administration , Allocations , Reports

Learn how to send invoices or reports automatically to billing contacts on Allocation Schedule dates using Quadra's convenient Email Builder tool.