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Function Point Library
All Training Videos
- Basic Navigation [Video]
- How to Login to FP [Video]
- How to Add Notes to a Client Account [Video]
- Review of the FP CRM System [Video]
- Sales Pipeline Management [Video]
- Creating an Estimate & Adding a Job [Video]
Accounting
Alerts
Briefs and Portal
- Creating Brief Templates
- Notifying Clients of their FP Portal Login
- Common Practices for Using the FP Portal
- Set up Your Contacts as Portal Users
- File & Note Visibility to Clients in the Portal
- How to Use the Client Portal (for clients)
Companies and Contacts
Calendar and Dashboard
Estimates and Jobs
- Creating an Estimate and Job
- Copy an Estimate
- Estimate Statuses
- Creating Estimates based on Staff or Role
- Revenue Schedule
- Revisions & Historical Estimates
Expenses
- Internal Expenses
- Using an Internal Expense for Discounts and Fees
- Filling Out External Expenses
- Using Insertion Orders
- Using Purchase Orders in FP
- Printing POs and RFQs
QuickBooks Desktop Integration
- QuickBooks Desktop Setup Scenarios
- Part One - Ensuring the Configuration in Both Systems is Correct
- Part Two - Installing FP Accountant
- Part Three - Final Configuration
- Syncing with QuickBooks: Using FP Accountant [Video]
- Syncing an Invoice to QuickBooks with FP Accountant
QuickBooks Online Integration
Invoices
- Invoice Approval Routine Scenario
- Creating Multi-Job Single Invoices
- Add an Invoice to an Existing Batch
- Creating a Batch of Invoices
- Invoicing to a Different Company
- Creating Deposit Invoices
Files
Mobile App
Managing your FP Staff Users
Notes
Permissions
Printouts
Projects
Proofing
Rates
- Setting up Service Rates
- Setting up Staff Rates
- Setting up Role Rates
- Adding Rate Categories
- Setting Individual Staff Costs & Creating a Cost Rate Card
- Applying an Updated Rate to Open Jobs
Reporting
Schedules and Tasks
- Creating a Schedule from the Estimate or Job
- Create an Estimate & Job from a Schedule
- Bulk Editing your Schedule
- The Gantt View - Using & Sharing
- Creating & Using Schedule Templates
- What are Tasks?
Admin
- Branding Your System
- Office Separation
- Multiple Offices
- Currency Options in FP
- Project Estimate Terms
- Office Preferences
Tax and Tax Groups
Timesheets
- Tracking Overtime
- Tracking Time: Duration vs. Start/ Stop Method
- Tracking Time for Business Development
- Tracking Time to a Job
- Posting, Moving or Editing Timesheets
- Tracking Time to a Task