Tutorials

Complete Asset Changes and Invoice Creation

Allocations

This tutorial shows you how to manually complete asset changes, meaning journal entries are created; and invoice creation, meaning invoices are created against which payments can be received.

Overview of the Allocation Schedule

Allocations

This tutorial explores the features of the Allocation Schedule including the different date statuses, how to regenerate amounts or undo invoices or journal entries, editing, and more.

Overview of the Allocations Module

Allocations

Explore the steps included with setting up an allocation in Quadra, including invoice preparation and scheduling

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.

Using the Allocation Schedule to Regenerate Amounts

Allocations

This tutorial provides an overview of the Allocation Schedule and shows how to regenerate amounts following edits to an allocation.