Sidekick User Guide
Contents
1. Sidekick User Guide August 2014 QuayTech Solutions Limited UAY Telephone 44 117 3250919 O So H Email support sidekickworks co uk C PX so iio me http www sidekickworks co uk SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 1 Elle e WEEN 6 H you have el 6 SAE E ge 6 Sidekick Regue Cuca oder 6 Usme Sidekickon a htc aide ooo 6 Filemaker EE E 7 Logging in for the first me 7 ON MONS SC a EE E E AA E A E A A O T T 9 EE 9 Navigation Within modules EEN 10 EE 10 User e titi ee rare ener eer ee ee eee rrr ee eee 11 HOME nadaa 12 EA ei WOE De E 12 Review e geg 13 Rhett Wee e 14 TO ANC A TIAE PSOE nn Pe PE OI O aX 14 CONTA E 16 About Contacts and People ii ado 16 Create a e E 17 POONG ei A A E AER 18 EAE W T OT rere rere eee E taa 19 Change Person detall ted 20 ele A E 20 CATA MEA ES a aaa 21 Change Address CCUG S ii ee 21 AC A ALE E E E E E E E E A don 22 Re oi PP Up o yg e 22 ee 22 TO GUTS Te 23 DOCUS aan 23 see E 23 te 24 A e ee ens ee eee 25 EME caia 25 1 18 gt E 26 APOLLO DS aaa 26 SSI More ee El e 27 EE 27 III o 27 Create a new item from a Io 28 EE Ee 29 Financ dl SOn MUNI dis 31 Calculations Ee ME 31 nn A an 32 Calculations Ee D 32 POODI e e o 33 Adda Person to Me JOD ia 33 Add staff to the jO b io lla 34 SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 2 EE 36 Ole ne wat Meat ett til diia 362. You can only have 1 instance of an item on your Job Change quantities if you need to adjust the Budget set for that item Add a job item Job Items are products or services or anything else you sell You can pre define these in the SERVICES module but you can also create them directly from the Job 1 Click the Summary link to go to that section or click Financial Summary in the Quick Menu New line item 2 Click the button to add an item to your Job 3 The New Job Item dialog box opens Figure 29 4 If you have grouped items together into a Template you can select the template from the drop down selector and all the items in that Template will be added to your Job 5 Otherwise select a single item from the list SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 27 New record New Job Item Use Template hd Q New Service Consultancy m It Services Support v Save Figure 29 New job item Create a new item from a job New Service 1 You can create a new item by clicking the button 2 This will display the fields needed to define a new Service item Figure 30 3 Ifyou want to save this item to add to future Jobs put a check mark next to the field Save for re use Figure 30 4 Click Save to finish SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 28 New record New Job Item SKU Manufacturer Unit Price
3. Create new user Figure 59 Change a user Figure 60 Country settings Figure 61 Numbering Figure 62 Invoice preferences Figure 63 Payment Terms Figure 64 Print Settings Figure 65 Company details Figure 66 Contact and licensing Figure 67 Global settings screen SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved 49 50 50 53 54 55 55 56 57 57 58 58 59 Page 5 Getting Started If you have problems Before you begin we are happy to help with any problems you may encounter so please don t struggle on your own Send us an email and we will do our best to resolve any issues you might have with Sidekick and or Filemaker support sidekickworks co uk System Requirements WINDOWS MAC Windows 7 on Intel computer Mac OS X 10 5 7 or higher Leopard Windows 8 Windows 8 1 CPU Intel Pentium 4 AMD Athlon CPU Intel based Mac 64 or newer RAM 4 GB RAM 2 GB Sidekick Requirements If you have purchased Sidekick Solo you can install the software on your computer This is a stand alone application and does not require anything else to run If you have purchased Sidekick Workgroup the software requires Filemaker Pro version 13 or later to be installed on your computer Using Sidekick on a Network If you have more than 1 user and you all need to access Sidekick from different machines you will need to share the software over your network Sidekick Work
4. Job Related to Date Chargeable Hours Notes Required Figure 6 Quick Work Entry Chargeable Use this field if you wish the Time Expense to be picked up on the next invoice for your client Ensure all required fields are entered DONE Click when complete SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 12 Review Work Entries Used for viewing Time entries in the system This goes across all Jobs and users and shows totals of the selected data at the top Filter the list as follows 1 Click on the Action icon on the Review Work Entries Time block header Figure 7 2 Set criteria Figure 8 3 Click to view your selection REVIEW WORK ENTRIES Time o Figure 7 Action icon Review Work Entries SETTINGS Filter by staff v clear From date clear To date clear Include non chargeable time clear Figure 8 Settings Review Work Entries SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 13 Unpaid Invoices Shows a list of outstanding invoices Once the invoice has been Issued ie an Invoice date has been set the number of days outstanding will start to calculate see number outlined in orange below When the invoice goes beyond the Terms set in the Contact record this number will display as RED UNPAID INVOICES Total Outstanding 2 986 26 6 09 08 2014 300 00 A Test Company Limited
5. 52 Key Facts Job 1 Go to Key Facts by clicking the Documents amp Notes link and use the navigation dots at the bottom to get to the right sub section Alternatively click on Key Fact from the Quick Menu New Key Fact 2 Click on the button to create a new record This will bring up a new record dialog Figure 53 4 The Label field is a category of information you are collecting You can create your own categories or terms to use in this drop down n SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 45 OOO New record New Key Fact Value Status V cancel Save Figure 53 New Key Fact Edit Profile This section contains all the main information for the Job Ifyou change any of these fields ensure you click Next and then Save otherwise your changes will be lost Remember Do not double click on these buttons One click will save and clear these fields If you double click the second click will clear all the information just saved SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 46 SERVICES About Services and Templates The Services module is for managing all the things that your business sells Sidekick calls these Services by default but you can change the terminology of the system to match your business This is done in SETTINGS Settings Naming conventions The items that you create in this module a
6. Dashboard HOME This will allow the logged in user to create entries for all the Jobs they are allocated to A further description can be found in the HOME section of this Guide If you want to create a time entry for someone else or you happen to be on the Job screen you can create an entry from the Job This is only for the current Job record In the top right hand corner of the screen is the Actions icon 4 Click on this to view the Action options Select New Time Entry Figure 42 This will display the dialog box Figure 43 Enter all the required fields In the Related to field be sure to link the entry to the correct service item on your Job oe E i SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 36 6 Ifthe time is Chargeable the selected user s charge rate as set on the Job will be used Ensure that a charge rate has been set on the Job otherwise the calculated Value of the work will be incorrect 7 Click Save to finish QUICK LINKS New Time Entry New Expense New Invoice New Key Fact New Note Figure 42 Job actions OOO New record New Time Entry v Related to Chargeable x Date E Hours Notes A v a Y Staff Name Required Figure 43 New time entry Job SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 37 Change a time entry Note You can change the details of a tim
7. Ensure all required fields are entered 4 Click Save to finish OOO New Person New Person x Last Name Email Phone Mobile Required cancel Save Figure 17 New Person SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 19 Change Person details 1 Click the People link to go to the correct section or select People from the Quick Menu 2 Click on the Person in the list This will pop up a box with fields you can change Figure 18 3 Click away when you are done NOTE You will notice there is a field to set someone as a Main contact This can be useful if you have many people in the list and you need to identify the person you are dealing with most A yellow star is displayed next to the default person in the list New Person Andrew White andrew whiteObluenote co uk Tel 0117 9876543 Mob 07844 987654 Lucy Jones Change Person details lucy jones biuenote co uk Tel 0117 9876543 First Name Andrew Last Name White Email andrew white bluenote co uk Phone 0117 9876543 Mobile 07844 987654 Main contact X Figure 18 Change Person details Addresses You can add multiple addresses against a Contact NOTE It is important to set one address as the Default address as this will be the address used on Invoices Figure 20 A yellow star displays next to the Default address in the list SIDEKICK Copyright O 2014 QuayTech Solutions Lim
8. Figure 9 Unpaid Invoices Payments 1 To record a payment against an invoice click the Action icon on the Unpaid Invoices block header Figure 10 UNPAID INVOICES CH Figure 10 Action icon Unpaid Invoices SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 14 2 This will display an entry box where you can select the invoice the payment relates to and enter all the relevant details of the payment Figure 11 Ensure all the required fields are entered 3 Click when complete Invoice Y e Amount to pay Pay in full Inv Amount x Payment Date Notes Yy Required Figure 11 Pay an Invoice If you decide you do not wish to record a payment at this time simply leave fields blank and click Done SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 15 CONTACTS About Contacts and People The Contact record contains the main Company information for your customer The people you deal with at that company or who are associated with that company are created as related People records If your customer is an individual or perhaps a Mr and Mrs Jones then create the main Contact record but enter all the contact information email phone mobile etc as People records This will give you visibility of that information from your Job s The model diagram explains the data relationships Figure 12 g gt Susan Jones Lo
9. with this in mind you could analyse how much time you spend on those activities across all your Jobs Create a new template The first section on the Services screen is where you work with templates 1 Click on the Templates link 2 This will show any existing templates and underneath the Service items assigned to those templates You can assign items to multiple Templates 3 Toaddanew Template click the EE button Enter a name for the new Template Figure 56 Click Save to finish A a SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 49 OOO New record A Service Template is used for grouping services together so they can be quickly added to Jobs Specify a NAME for this new Template Name Loo Cancel Save Figure 56 New template name Add a service item to a template 1 Goto the Service item you wish to add to a Template Add to Template 2 Click on the button 3 Select the Template you wish this item to be added to The name will appear underneath Figure 57 4 Specify the quantity of this item that gets added to the Job when you select the Template 5 Click Save to finish OOO New record Add Service to Template Test Name Test Default Quantity 1 cancel Save Figure 57 Add service item to template SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 50 REPORTS Sidekick ships with
10. 2014 QuayTech Solutions Limited All rights reserved Page 41 3 Usethe options on the bar at the top to change print settings page setup or to print 4 When you are finished click the blue Continue button on the task bar Figure 48 0080 Preview Invoice 1 i d E BELA i Total E PS 2 A Pages Save as Excel Save as PDF Print Page Setup Gereint Pauses L corroe Les TEEN D ABC COMPANY LIMITED Alphabet House Prince Street Bristol BS1 4DJ t 0123 456 7890 e info abc company limited co uk Bill To Mr A White BLUE NOTE MARKETING INVOICE 23 St George s Street BRISTOL Awon BS1 4DJ United Kingdom YOUR REFERENCE INVOICE NO 19 INVOICE DATE 15 08 2014 Description Unit Price VAT Net Subtotal an Consultancy FIR SN an Y FIR Sn Figure 48 Print invoice Note Ifyou are using Sidekick Workgroup you can save the Invoice as a PDF using the button on the task bar Ifyou are using Sidekick Solo and you are using Windows you will need to install a PDF print driver on your computer and then print to the PDF printer if you wish to save your documents as PDF eg http www cutepdf com products cutepdf writer asp On a Mac just use the in built Print PDF Save as PDF option on your machine SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 42 Documents amp Notes This section can be used to manage communications about the Job This can either be in t
11. Change atime 1h ana nd 38 EDEN O EE 38 Credle anew EE 38 Mid AA TO O A AT OEN O A 39 ee 39 Sider lien Bee re 39 ENEE 40 Printor PDOP an LV OC setas 41 Documents NOTO soii 43 eege 43 Create anew docume NE girisinde iasa aaa 43 e 43 Asi A 44 EE 45 EE PEONIO A A nn oo A 46 Te odas 47 About Services and Templates inicie ii 47 A AA 48 Add a new service eni did 48 KN 49 COOL e 49 Add a service item to a template ociciacicoconenninnnnrr rs 50 KEPIN A KEE 51 LIN E 52 AP nn 52 Create d TEW USOT eege 52 EE 53 Ei PP ueo lt ee ee A N 54 Narnia CONV CH GIONS a iaa 54 EE 54 Ee 55 A A 55 Ee 56 A A 56 Ee 57 Ed Prol situation 58 SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 3 List of screenshots images Figure 1 Log in screen Figure 2 Edit item in list Figure 3 Navigation dots Figure 4 Main section links Figure 5 Quick Menu links Figure 6 Quick Work Entry Figure 7 Action icon Review Work Entries Figure 8 Settings Review Work Entries Figure 9 Unpaid Invoices Figure 10 Action icon Unpaid Invoices Figure 11 Pay an Invoice Figure 12 Data Model Contacts and People Figure 13 Add New Contact Figure 14 Edit Profile Contact Next Figure 15 Edit Profile Contact Save Figure 16 Contact Header Figure 17 New Person Figure 18 Change Person details Figure 19 New Address Figure 20 Change A
12. NY LIMITED B I T Alphabet House Alphabet House B T prince Street Prince Street B I T Bristol Bristol B T BS1 4D BS1 4D B I T t 0123456 7890 t 0123 456 7030 B TI T e info abc company limited co uk e info abc company limited co uk Print Footer x PREVIEW B I T Registered in England and Wales 123 4567 Registered in England and Wales 123 4567 B d T VAT Registration No 112 5860 79 i VAT Registration No 112 5860 79 Figure 64 Print Settings SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 57 Edit Profile This is where you enter your own Company details and upload your logo to Sidekick USERS GENERAL INVOICES LETTERHEAD EDIT PROFILE Company Profile Address Alphabet House Prince Street Bristol BS1 4DJ Company Number 123 4567 Tax Number 112 5860 79 Logo Next Figure 65 Company details USERS GENERAL INVOICES LETTERHEAD EDIT PROFILE Contact details Phone Number 44 123 4567890 Email Address info abc company limited co uk Website www abc company limited co uk Sidekick Licensing Registered Name ABC Company Limited License Code Figure 66 Contact and licensing If you enter a valid Sidekick License the red cross will change to a green tick and Sidekick will validate both the registered name of your company and also the number of user licenses you have purchased SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved
13. Page 58 A summary of your company details will display in the panel on the right hand part of the screen along with the Sidekick Licensing details 600 Sidekick gt SIDEKICK Global Settings You have a licence for Sidekick Workgroup 4 Active User s Home Contacts Jobs Users Services New User ABC Company Limited User Name Initials Rate Login name Access Rights Start Date End Date Reports Alphabet House Nikky Gibson NG 40 nikky 1 Administrator 01 08 2014 Active Settings 8 20 Telephone 44 123 4567890 Email info abc company limited co uk Website www abc company limited co uk Company Registration No 123 4567 Tax Registration No 112 5860 79 Figure 67 Global settings screen SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 59
14. Tax VAT z Key Facts Key Fact Z Country settings Select your Country to get the right tax rates terminology and currency You can change these yourself in this section or just click the relevant flag to set automatically Ensure your default tax rate has a yellow star next to it If you charge tax eg VAT on your invoices the star should be next to the rate you apply If you are not registered and do not charge tax eg VAT then delete the Tax Rates SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 54 USERS GENERAL INVOICES LETTERHEAD EDIT PROFILE Currency symbol z Y Decimal places 2 New Tax Rate Default tax rate d Standard 20 Zero y Reduced 5 Figure 60 Country settings Numbering This is where you set your numbering for your Jobs Invoices and Credits Set the number to start and Sidekick will number sequentially from there on USERS GENERAL INVOICES LETTERHEAD EDIT PROFILE Numbering Job Prefix Next Serial Num 6 Invoice Prefix Next Serial Num 20 Credit Prefix Next Serial Num 8 Figure 61 Numbering Invoices SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 55 You can set default text that pulls into all your invoices Turn these on by clicking the check box next to each option Turn off by unchecking them Invoice preferences Set the text to use in Invoice Headers and Footers Enable the Tax Summary on invo
15. a new invoice 1 Go to the Job you wish to invoice and click the Actions EN icon in the top right hand part of screen 2 Select New Invoice 3 This will display a new window where you can fine tune your invoice Figure 45 New record New Invoice 5 Business Analysis Sharepoint 2012 Blue Note Invoice all remaining Invoice Line Item Totals Linked Work Entries Time amp Expenses Job Item Remaining Budget Invoiced Work Entries Also Invoice Consultancy 714 50 2 100 00 1 123 00 262 50 Support 1 250 00 1 400 00 0 00 150 00 To Invoice Now excl 412 50 412 50 0 00 Figure 45 New invoice 4 The new invoice will pick up all the work time expenses that are Chargeable and not yet invoiced The Total Value of all those entries is displayed in the Work Entries column 5 In addition to invoicing for Work you can choose to invoice additional amounts in the column Also Invoice 6 To review the Work you are going to invoice now click on the tab Linked Work Entries Time amp Expenses This will display a list of all the Work picked up on this invoice Figure 46 7 When you are happy with your invoice click Save to finish SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 39 A A Quienes WE notes e eem New Invoice 5 Business Analysis Sharepoint 2012 Blue Note Invoice all remaining Invoice Line Item Totals Linked Work E
16. and change the quantity to 52 But this way you will be able to report on your sales and see that you have sold more 6 month subscriptions than any other item Add a new service item New Service 1 Go to the SERVICES module and click on the button 2 Give the Service Item a name in the dialog box Figure 54 3 Enter the costing information in the Profile Figure 55 and click Save to finish OO New service Please enter a Name for this new service Name RG Cancel Save Figure 54 New service item SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 48 Service Name Publication A SKU Manufacturer Unit Price cost 5 99 Unit Type per ea Figure 55 Edit Profile Service Item Remember Do not double click on these buttons One click will save and clear these fields If you double click the second click will clear all the information just saved Templates If you routinely want to add multiple items to your jobs you can use Templates to group them together Once you have assigned items to a Template you can select the Template from your Job and Sidekick will add all items in the template to the Job Sidekick is designed to help you manage your costs and to get a better overview so even if you only have 1 item that the customer will actually pay for you might want to track the time you spend on that Job doing other things And if you design your Service items
17. cked up for invoicing Time Expenses that were chargeable but for some reason were not able to be charged back to the customer These are costs that should have been billed If they can t be billed they are written off rather than being marked as non chargeable This is a service product or anything else you sell On a Job this is called a Job Item In the SERVICES module it s an item or Service or Product according to what you have called it in SETTINGS This is a group of items that are added to a Job together Could be an assembly or a set of product items that need to be included to complete the Job It could be activities that comprise a workflow It s just an easy way of adding multiple items to a job and ensuring that you don t forget things that might need to be sold together Your users can change their own passwords in Sidekick This can be done from any screen in the system by clicking on the Profile icon in the top right hand corner of all the screens SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 11 HOME The Sidekick Dashboard presents a quick overview of your important data Quick Work Entry Use the Quick Work Entry block to quickly enter Time or Expenses against your Jobs Work entered this way is automatically allocated to the logged in user and lists the Jobs that user has been assigned to Select the entry type to begin Figure 6 QUICK WORK ENTRY
18. cost Unit Type per Save for re use Figure 30 New service item Job Change a job item Once the item has been added to the Job you can adjust the totals to make it specific to this Job The item will come through from SERVICES with the standard quantity and cost which is typically the cost of 1 unit of the item Set any mark up you wish to apply for this Job either amount or percentage Note Check that the Tax Rate is set correctly 1 Click on the item in the list Figure 31 SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 29 SUMMARY PEOPLE ACTIVITY DOCUMENTS amp NOTES EDIT PROFILE Financial Summary New line item COSTS Time Expenses as eS SC Description Remaining Budget Invoiced To be invoiced Actual v Inv Consultancy 4 127 00 5 250 00 1 123 00 0 00 963 00 s a Support ESA AN ES DCHA 73 00 0 00 e Quantity 15 Unit cost price 350 00 Unit type per day Markup Markup in Tax Rate 20 X Figure 31 Edit job item Once you have set the Amounts for the Job Item this is now your Budget for that particular item Any Time Expenses or Invoice line items created against that item will calculate against the Budget If your costs Time amp Expenses exceed your Budget the Amount Remaining will be highlighted Figure 32 SUMMARY PEOPLE ACTIVITY DOCUMENTS amp NOTES EDIT PROFILE Financial Summary New line item COSTS Time E
19. d Footers and perhaps rework some of the line items SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 40 To do this click on the Invoice Number in the list to view the invoice details Figure 47 Edit Invoice 19 Print Preview 5 Business Analysis Sharepoint 2012 Blue Note Marketing e Invoice Date Invoice Line Items Headers and Footers Linked Work Entries Add Line Item Tax Sort Description Qty Unit Price Rate Total excl 1 Consultancy 1 262 50 20 262 50 Some text goes here 112 50 Mileage 250 miles 45p per mile 112 50 2 Support 1 150 00 20 150 00 Remote support 150 00 412 50 82 50 Total Amount 495 00 Figure 47 Change finalise invoice 1 To change any of the values on a line item simply click on the text you wish to change and start editing Add Line Item 2 Add a new Line Item by clicking the button At this point you can t change the Work entries any more If you wish to unlink them the only way is to delete either the entire invoice or the line item they are linked to You can change the order in which the line items print by changing the Sort values The Invoice will print using the Template specified in SETTINGS See Invoice preferences for more information Print or PDF an Invoice 1 ToPrint an Invoice click the db ca button 2 This will display the invoice as it will print Figure 48 SIDEKICK Copyright O
20. ddress details Figure 21 Job Filter Figure 22 Link to Job Job List Figure 23 Invoice Filter Figure 24 Link to Job Invoice list Figure 25 Documents Contact Figure 26 Notes Contact Figure 27 New Note Contact Figure 28 Job screen layout Figure 29 New job item Figure 30 New service item Job Figure 31 Edit job item Figure 32 Job item over budget Job Figure 33 Job item over budget Dashboard Figure 34 Financial summary Figure 35 Work summary Figure 36 Add person to job Figure 37 Set Role Figure 38 Add Staff to job Figure 39 Set role and charge rate Figure 40 Activity summaries Figure 41 Time filter Figure 42 Job actions Figure 43 New time entry Job Figure 44 Edit time entry Figure 45 New invoice Figure 46 New invoice Figure 47 Change finalise invoice Figure 48 Print invoice Figure 49 Documents Job Figure 50 Notes Job Figure 51 New Note Job Figure 52 Key Facts Job Figure 53 New Key Fact Figure 54 New service item SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved 10 10 12 13 13 14 14 15 16 17 17 18 18 19 20 21 21 22 22 22 23 24 24 25 26 28 29 30 30 30 31 32 33 34 35 35 36 36 37 37 38 39 40 41 42 43 44 44 45 46 48 Page 4 Figure 55 Edit Profile Service Item Figure 56 New template name Figure 57 Add service item to template Figure 58
21. e entry on a Job up until the point that it gets invoiced After that clicking on the item will display the details but you can no longer change them 1 Click the Activity link to go to that section or select Time from the Quick Menu 2 Click on the entry in the list to view the details Figure 44 3 Make your changes and click away to save Related to Consultancy v b Date 11 08 2014 Hours a jp E voices 1 343 00 Charge Rate 75 00 Chargeable x Time Notes Discussion and status update H Y All v A 12 08 2014 y 1 12 08 2014 2 11 08 2014 Nikky Gibson Discussion and status update 5 06 08 2014 Nikky Gibson Te port 2 29 07 2014 Nikky Gibson ne a oes ae 1 5 Figure 44 Edit time entry Expenses Expenses work almost the same as the Time entries You can record expenses on the HOME screen in the Quick Work Entry block see the HOME section of this Guide Note be careful about how you apply Taxes If the expense is Chargeable it will be picked up for invoicing If you apply Taxes on your invoice enter the Net Amount of the expense here Create a new expense This is the same as for time entries see above but select New Expense from the Actions SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 38 Change an expense This is the same as time entries above but select the Expenses sub section instead Invoices Invoices are created from the Job Create
22. eate the number of users you have paid for Create your users and set passwords See Create a new user for more information SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 8 Conventions Used General Single click operations are used throughout Sidekick Please note that double clicking on menu options buttons or tabs might have unintended results TAB or ENTER keys will move the cursor to the next field Exceptions to this are multi line fields eg Notes where you might want to have carriage returns If there is no obvious Save button clicking out of an edited field will save the record automatically To edit information presented in lists or tables Simply click on the row and a popup box will appear Figure 2 Make your changes and click out of the changed field to save Description Remaining Budget invoiced To be invoiced Actual v Inv Consultancy 1 826 45 2 100 00 250 00 23 55 226 45 a It Services CE TE Certo paras 3 00 0 00 Quantity 6 Unit cost price 350 00 Unit type per day Markup Markup in Tax Rate 20 y Figure 2 Edit item in list Some sections have more than one sub section or panel You can link directly to these using the Quick Menu see the next section Alternatively use the navigation dots at the bottom of the panel If you are using a touch device you can use swipe gestures to navigate these panels Figure 3 Navigat
23. f Open v Figure 21 Job Filter Click on the Job Reference on any of the items in the list to view that job in the JOB module Start Date Job Reference Value f Open v a 09 08 2014 5 Business Analysis Sharepoint 2012 350 00 Figure 22 Link to Job Job List Invoices This sub section shows a list of all the Invoices for this Contact The total value of all invoices is displayed as well as Amounts Outstanding and Paid across all jobs for that Contact Use the Filter to change the selection displayed in the list Nf Unpaid v Figure 23 Invoice Filter SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 22 Click on the Job Reference on any of the items in the list to view that job in the JOB module Date Inv No Job Reference TC Unpaid Y Total Excl Credit Paid Outstanding A 16 5 Business Analysis Sharepoint 2012 1 023 00 0 00 1 223 00 18 5 Business Analysis Sharepoint 2012 100 00 0 00 120 00 Figure 24 Link to Job Invoice list Documents amp Notes This section can be used to manage communications with your customer This can either be in the form of notes you record in Sidekick or documents produced outside in another application eg Word Excel etc and uploaded to Sidekick All members of your team can save files within Sidekick to allow for easy discovery and retrieval Documents This sub section can be used for storing doc
24. group can be shared over a network in the following scenarios Up to nine 9 concurrent users can share database files Sidekick using Filemaker Pro After that you will need to purchase Filemaker Server Please review the support documentation on the Filemaker website for more information about networking with Filemaker SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 6 http help filemaker com app answers detail a_id 6095 introduction to sharing files with filemaker pro Filemaker Licensing To purchase Filemaker Pro or Server licenses we are a reseller so please contact us Alternatively you can purchase directly from the Filemaker Store on the Filemaker website http www filemaker com Logging in for the first time When you download the TRIAL version or when you have received your copy of Sidekick after purchase you will see the following log in screen when you first launch the application Figure 1 Log in screen Log in for the first time using the following details User name admin Password admin Please note this should be entered exactly as shown above When you log in for the first time we strongly suggest you go straight to SETTINGS and personalise your copy of Sidekick with your company details SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 7 If you have a license code enter that in so you will be able to cr
25. gure 36 Add person to job Once the Person has been added to the Job you can set a Role for them by clicking on the entry in the list Figure 37 Click out of the Role field when finished SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 33 People Add Contact People connected with this Job Andrew White Client andrew white bluenote co uk Tel 0117 9876543 Mob 07844 987654 Andrew White Role Client Figure 37 Set Role Add staff to the job This is where you add your internal Team members or staff You should have already added your staff members to Sidekick in the SETTINGS module See Users for more information Charge rates for Time Users will be added to the Job with their default Charge Rate which was set in SETTINGS You can however change this rate after the user has been added to the Job This allows you the flexibility to set the rate on a job by job basis Example You might start a job with a user on a certain rate and you might revise it and want to change it mid way through the job This is not a problem All the Time added by the user up to that point would have calculated the cost based on the rate at the time After the change any subsequent Time entries will pick up the new rate 1 Click the People link to go to the correct section Or click Team Staff in the Quick Menu 2 Click on the ocr button to bring up the dialog box 3 Search for a
26. he form of Notes you record in Sidekick or documents produced outside in another application eg Word Excel etc All members of your team can save files within Sidekick to allow for easy discovery and retrieval Documents This sub section can be used for storing documents Files are uploaded into Sidekick Create a new document 5 Drag your file into the upload zone in the Documents sub section Or click in the upload zone to browse for your file Figure 49 6 Click on the document in the list not the thumbnail to set a Category and a Description Any of the text in these fields can be used to Find the document in the Search field above the list 7 Click the thumbnail to launch the document in the original application a Project documents Technical Specifications DRAFT v1 A Keng Project documents Requirements analysis Draft version August 2014 Figure 49 Documents Job Notes Use this sub section to record incidental notes against the Job You might use this for tracking all your communications about the job or for recording reminders SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 43 This is especially useful as a central repository to keep this information in one place so everyone can see a whole history of events Figure 50 New Note Sent through revised Technical Specification document today 15 08 2014 A 11 49 18 Rang IT Manager to find out whether the new te
27. ices Select the Template to use when printing your invoices Invoice Preferences Print Tax Summary YX Default Header Text X a Default Footer Text XX For BACs Payments Account Name XXXX Account Number xxxxxx Sort Code xxxxxx For Cheque Payments To be made payable to XXXXX Print layout to use eee INVOICE 3 lo Figure 62 Invoice preferences Payment terms As above set the text to pull into your Invoices Set the default payment days to use you can override this on the Contact record SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 56 USERS GENERAL INVOICES LETTERHEAD EDIT PROFILE Payment Terms Payment Terms x Payment to be received within 30 days of invoice Interest will be charged on overdue 4 accounts in line with our terms and conditions of appointment Payment Days 30 Figure 63 Payment Terms Letterhead If you do not print your Invoices on a printed letterhead you can set Sidekick up to print your company details and logo on your Invoices This section gives you options to enter your own text and to do limited formatting USERS GENERAL INVOICES LETTERHEAD EDIT PROFILE Print Settings If you do not have a printed letterhead you can use these settings to print your company information on your documents Turn this option on off with the check boxes below Print Header X PREVIEW T B JI IT asc COMPANY LIMITED gt ABC COMPA
28. in detail here and this is where you can track how much the job is costing in terms of time and or materials expenses and you can see at a glance if it is profitable The areas of the screen are as follows Figure 28 1 Main Job Header block Shows the Job title the customer name links to the Contact record and a description or scope of the job 2 List of all Jobs in the system Search for or click on the row to view another Job 3 Detail sections for this Job outlined in more detail below 4 Quick Menu links to sections sub sections 5 Actions buttons to create related records lt gt 1 v DEKICK S Contacts Jobs Services Work Summary Reports Description Remaining Consultancy 4 127 00 lt Settings Support 1 400 00 5 527 00 Figure 28 Job screen layout SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Budget 5 250 00 1 400 00 6 650 00 5 Business Analysis Sharepoint 2012 Review current installation in light of requirements submitted by client Check security framework and advise on changes Home Create departmental sites and ensure user profiles are fit for purpose Provide ongoing training to IT staff and support Invoiced 1 123 00 0 00 1 123 00 Chargeable 120 00 0 00 120 00 Chargeable 40 00 0 00 40 00 2 Q Delete Job gt New Job 5 record s found 5 Writ
29. ion dots SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 9 Navigation within modules Every module has the same basic layout 1 Main section links Figure 4 2 Quick Menu Figure 5 Figure 4 Main section links p Test Comp mx Andrew White andrew white bluenote co uk Tel 0117 9876543 Mob 07844 987654 Lucy Jones lucy jones bluenote co uk Tel 0117 9876543 Figure 5 Quick Menu links Some of the main sections have more than one sub section so the Quick Menu allows you to jump quickly to the sub section Terminology You can set the naming conventions in Sidekick to match the terminology you use in your own business If you call your customers Clients then you can set Sidekick to call them Clients too If you call your jobs Projects then you can set Sidekick to call them Projects See Naming conventions for more information For the purposes of this Guide we will refer to these as they are set when shipped e Contacts SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 10 e Jobs e Services Term used Costs Work Chargeable Non chargeable Written off Item Template User Passwords What it means Time Expenses on a Job Time Expenses on a Job Time Expenses to be invoiced or charged back to the customer Time Expenses to be included in overall costs on a Job but these will not be pi
30. ited All rights reserved Page 20 Create a new address 1 Click the Addresses link to go to that section or select Addresses from the Quick Menu New Address 2 Click the button in the top right hand corner above the list 3 The New Address window will open Figure 19 4 Click Save to finish OOO New Address New Address Town County E Postcode Country Save Figure 19 New Address Change address details 1 Click on the Address in the list Figure 20 This will pop up a box with fields you can change 2 Ensure one address is set as the Default address 3 Click away when you are done EOPLE Test Company Limited Test Change Address details New Address Address 23 St George s Street Ww 23 St George s Street BRISTOL Avon BS1 4DJ Town BRISTOL United Kingdom County Avon y Postcode BS1 4D Country United Kingdom v Default address X Figure 20 Change Address details SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 21 Activity This section shows all the Jobs and Invoices for this particular Contact There is a summary of the Active Jobs not completed yet and Unpaid Invoices above both lists Click on either of those blocks to view the information in the sub section below Jobs This sub section shows a list of all the jobs for this Contact Use the Filter to change the selection displayed in list S
31. mounts that might have been invoiced against an item only work costs SUMMARY PEOPLE ACTIVITY DOCUMENTS amp NOTES EDIT PROFILE Work Summary Not Description Remaining Budget Invoiced Chargeable Chargeable Written off Consultancy 977 00 2 100 00 1 123 00 120 00 40 00 20 00 4 Support 1 400 00 1 400 00 0 00 0 00 0 00 0 00 v 2 377 00 3 500 00 1 123 00 120 00 40 00 20 00 Figure 35 Work summary Calculations explained Field Name Whatitmeans Invoiced Total amount invoiced against this line item Chargeable Total of all chargeable work logged against this item Not chargeable Total of all work flagged as not chargeable against this item Written off Total of all work written off against this item SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 32 People This section is where you link all People associated with this Job This includes people external to your organisation People as well as internal staff who are working on the Job Team Add a person to the job 1 Click the People link to go to the correct section Or click People in the Quick Menu Add Person 2 Click on the button to bring up the dialog box 3 Ifyou have a long list you can search by typing into the search bar Otherwise click on a name to select a Person from the list Figure 36 New record Add Person to Job Q Andrew White Lucy Jones Save Fi
32. n with a team of people PEOPLE ADDRESSES ACTIVITY DOCUMENTS amp NOTES EDIT PROFILE Notes Initial concepts agreed Waiting for customer sign off on designs Follow up conversation on receipt of signed documents returned Initial contact with customer Sent out Terms and Conditions and Letter of Engagement Figure 26 Notes Contact SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 24 Create a new note 1 Click the Documents amp Notes link to go to that section and switch to Notes using the navigation dots Alternatively select Notes from the Quick Menu 2 Click on the delia button in the top right hand corner above the Notes list 3 Type the note text into the New Note dialog box Figure 27 4 Click Save to finish ODO New Note New Note Save Figure 27 New Note Contact Edit Profile This section contains all the main information for the Contact Ifyou change any of these fields ensure you click Next and then Save otherwise your changes will be lost Remember Do not double click on these buttons One click will save and clear these fields If you double click the second click will clear all the information just saved SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 25 JOBS About Jobs The JOB module is where you manage your jobs or projects The financial status of the job is shown
33. ntries Time 4 Expenses WORK TO INVOICE NOW T 4 E Description Amount Invoiced Leftto invoice 4 Amount Write off Support 150 00 0 00 150 00 0 00 06 08 2014 Remote support Consultancy 37 50 0 00 0 00 37 50 11 08 2014 Discussion and status update l 112 50 0 00 0 00 112 50 30 07 2014 Mileage 250 miles 45p per mile 2 112 50 0 00 0 00 62 50 50 00 29 07 2014 Some text goes here v Totals excl 212 50 50 00 To Invoice Now excl 212 50 Figure 46 New invoice Examples for invoicing If you wish to exclude work from this invoice so you can invoice it later just remove the Amount or enter 0 in the Amount field for that Item see 1 on Figure 46 You will see that the Amount in the Left to Invoice column adjusts and the work remains to be invoiced If you know you can t invoice for some work you have done then you can Write Off the amount by entering it into the Write Off column for that item You can also part invoice and part write off see 2 on Figure 46 Finally if you want to include the work you have done and you also want to invoice everything else up to the Budgets set for each item just click on the Invoice all remaining ee o button and the system will fill in the amounts remaining When the invoice has been created you will see the list of Invoices for the Job Change an invoice To finalise the invoice you will need to set an Issue date check the Headers an
34. ock on the Contact record Figure 16 Blue Note Marketing 3 44 117 9876543 info bluenote co uk www bluenote co uk Figure 16 Contact Header e Click on the email address to create a new message e Click on the website address to launch the website in a browser window People This section lists all the people associated with the Contact In addition to all the people directly related to the Contact you can also enter other people who might work for another company but have something to do with that Contact SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 18 The advantage of doing this is that you can then add those people to your jobs Example You are doing a job for Company A You might also consult with Joe Bloggs from Company P because he has some involvement with the work you are doing for your customer If you enter Joe Bloggs against the Contact record for Company A then you can also access his details from the job you are doing for that customer In addition to that you might consult with Joe on another job for another customer so you can add him to that job as well because his details have been captured in the database Create a new Person 1 Click the People link to go to the correct section or select People from the Quick Menu 2 Click the New Person button in the top right hand corner above the list 3 The New Person window will open Figure 17
35. re what you add to your Jobs and these are things you charge your customers for They could be services or products or any combination of the two These are the items you link your costs to time and expenses As such you can create items to track internal costs Sidekick ships with a single Job in it called Internal You could create service items for tracking internal costs Before you start using Sidekick you might want to think about this module and decide how you want to see your costs and what you might need to report Example You want to have a better idea where your users or yourself if you are a sole business owner spend their time This will allow you to see how profitable your business is overall Use the Internal job to track these costs Create Service items for all the different activities your users spend their time on eg Marketing Admin Finances Winning new work CPD Annual Leave etc This time should be marked as non chargeable because there is no client to bill and you don t want it throwing your work in progress figures out But you can run reports on that job and analyse where time is being spent Ifyou buy in things for your Jobs or you have to pay fees on behalf of your client during the course of your work it is worth considering creating separate service items for these things rather than lumping them with time based service items For example you could have a service item called E
36. st server had been installed There has been a delay 15 08 2014 so they are expecting to complete this work by Friday 22 August 11 48 13 Figure 50 Notes Job Create a new note 5 Click the Documents amp Notes link to go to that section and switch to Notes using the navigation dots Alternatively click on Notes in the Quick Menu 6 Click on the dl button in the top right hand corner above the Notes list 7 Type the note text into the New Note dialog box Figure 51 8 Click Save to finish New Note New Note Figure 51 New Note Job SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 44 Key Facts There is a further sub section under the Documents amp Notes section on the Job for recording Key Facts about your Job Figure 52 As every business is different and every Job is different you can use this section to store any information that is meaningful to your business You can change what you call this sort of information in SETTINGS For easy rediscovery of this information the search bar above the list of Key Facts will search any text entered in any of the fields Key Fact New Key Fact Q Key Fact Value Status Document for Review Technical specifications DRAFT Pending Document for Review Requirements Final v1 0 Accepted Document for Review Requirements DRAFT v1 Accepted Steering Committee Meeting 27 07 2014 Completed Figure
37. ten off 20 00 4 0 00 20 00 Business Analysis Sharepoint 2012 a Application Rebuild amp It Support Consulting Website Redesign Internal Page 26 Summary Overview This section is where you add items services products to your Job and monitor your budgets and costs As Sidekick is a system designed to help you manage your business finances it is also useful to think about the things you spend time on that you never charge for You can still create those as items and log your time and expenses against them to give you an idea of the overall cost of doing that job Just mark those time and expense entries as non chargeable and they will not be picked up on invoices Example You provide a range of services to your customers Before you get agreement to go ahead on the job you might put in a fair amount of time doing analysis creating tenders writing documents preparing quotes etc If you don t record this time you will never be able to quantify the cost of those activities to your business In Sidekick you can create a line item called for example Investment in winning project or Tender process and log your time against that item You could even include these items in your Job templates created in the SERVICES module to ensure that that work doesnt get overlooked Once you have an idea what these activities cost your business you can fine tune your fees so your jobs are truly profitable
38. the following standard reports Customer List Transactions Aged Debtors Statements Time Expense Summaries Staff Time Summary Profitability Tax Summary Sales Report by Service Marketing by Source List of Completed Jobs In addition there are 4 Invoice templates SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 51 SETTINGS Users Make sure you have at least 1 user set up as an Administrator Access Rights 1 If you are using the TRIAL version or Sidekick Solo create a user record for yourself set the default user as Inactive and then set your own record as Active Ifyou will be recording time make sure you set a Standard Rate This can be modified on your Jobs Create a new user 1 Click on Users to go to the correct section Or click Users in the Quick Menu N 2 Click the kd button 3 The New User window will open Figure 58 4 Fill out all the required fields 5 Click Save to finish SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 52 New record New User First Name Last Name Initials Job title Standard rate User login name User login password Access rights Start Date End Date Required Figure 58 Create new user Make the user Active by changing it after it has been created Your Sidekick licensing has implications here TRIAL versions allow onl
39. uis Watts dl Martin Spencer 1 Web Design oo JOB records a gt 2 Replace Boiler Figure 12 Data Model Contacts and People SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 16 Create a new Contact New Contact 1 Click the vs button in the top right hand corner above the Contact list 2 Enter the Company name or Contact name when prompted and click Save Figure 13 OOO New contact Please enter a Company or Individual Name for this new contact A Cancel Save Figure 13 Add New Contact 3 This will then display the Edit Profile section on the screen Figure 14 Ifyou change any information into the profile you must click Next and then Save Figure 14 Figure 15 otherwise it will be lost Itis also possible to click away at this point and come back later PEOPLE ADDRESSES ACTIVITY DOCUMENTS amp NOTES EDIT PROFILE Company Profile Company Name Xyz Company Main Tel No Mobile Tel No Fax Email Website Address invoices to Payment days 30 VAT Number Figure 14 Edit Profile Contact Next SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 17 Networking Twitter Facebook LinkedIn Source Marketing d SS Figure 15 Edit Profile Contact Save To view or change this information again click the Edit Profile link Important contact details will be displayed in the Header bl
40. uments Create a new document 1 Click the Documents amp Notes link to go to the correct section Alternatively select Documents from the Quick Menu 2 Drag your file into the upload zone in the Documents sub section Or click in the upload zone to browse for your file Figure 25 3 Click on the document in the list not the thumbnail to set a Category and a Description Any of the text in these fields can be used to Find the document in the Search field above the list 4 Click the thumbnail to launch the document in the original application SIDEKICK Copyright O 2014 QuayTech Solutions Limited All rights reserved Page 23 Drop file to upload dp or click here CA Standard documents Fee Proposal CH All Phases as discussed with Tony Black voc Fee Proposal docx Fee Proposal docx 21 KB Embedded 14 08 201 Nikky Gibson Standard documents Letter of engagement revised fees for 2014 Letter_of_Engageme Letter_of Engagement docx 21 KB Embedded 14 08 201 Nikky Gibson Standard documents Our terms and conditions modified for 2014 Terms_Conditions Terms_Conditions docx 21 KB Embedded 14 08 201 Nikky Gibson Figure 25 Documents Contact Notes Use this sub section to record incidental notes against the Contact You might use this for tracking all your communications with a customer or for recording reminders This is especially useful as a historical record of events or to share informatio
41. user or click on a name in the list to add to the job Figure 37 SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 34 000 New record Add Staff to Job Q Nikky Gibson Jimmy Wheeler Figure 38 Add Staff to job Once the user has been added to the Job you can set the Job Role and also the charge rate to use on this Job Click on the user s name in the list to display the popup box Figure 39 Click away when you have made your changes Team Add Staff Nikky Gibson Nikky Gibson 75 00 le Itant Lead Consultant Role Lead Consultan Charge rate 75 Figure 39 Set role and charge rate SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 35 Activity This section shows the detail of the job activity Time Expenses and Invoicing The Amounts associated with the 3 main areas of activity are displayed as summaries above the sub sections This is for activity considered in progress so Work that has yet to be invoiced and invoices that are outstanding or yet to be paid Figure 40 UNINVOICED UNINVOICED UNPAID TIME 0 00 EXPENSES 0 00 INVOICES 1 343 00 Figure 40 Activity summaries Time This shows all time entered for this Job Use the Filter to change the information displayed in the list below 0 All v Figure 41 Time filter Create a new time entry You can create an entry using the Quick Work Entry block on the
42. xpenses and keep your disbursements separate from your fee earning work Or if you travel a lot and you want a record of that create an item called Travel amp Mileage or something and put your expenses against that item SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 47 Services When you set up a service item or a product you typically want to have the costs of a single unit of that item If you are a Consultant then a service item would be a single unit of how you sell your time If your fees are based on your hourly rate then you will have 1 hour as the unit cost on your service item If you work on a day rate then it will be 1 day The time you book against that will go in at your charge rate so the service item is related to what you quoted to your customer If you are selling a product then the item will be 1 x the cost of the product If you buy in the item from elsewhere you could cost the item at the cost price the price you pay to buy itin and add a mark up to the item in Sidekick You might have a situation where you could sell one item in different ways For example a subscription to a magazine You might structure your service items as follows Item name Unit cost Quantity Per Publication A 5 99 1 ea Publication A 6 month subscription 155 74 1 6 months Publication A Annual subscription 311 48 1 year You could equally just have Publication A and add it to your Job
43. xpenses e wm a l Description Remaining Budget Invoiced To be invoiced Actual v Inv Consultancy 423 00 700 00 1 123 00 0 00 963 00 4 Figure 32 Job item over budget Job If this happens this Job will also show up on the Dashboard as having an item over budget Figure 33 lo 5 Business Analysis Sharepoint 2012 4 909 3 Application Rebuild amp It Support o 2 Consulting Figure 33 Job item over budget Dashboard SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 30 Financial Summary This shows you an overview of how the Job is doing Figure 34 All totals reflect the total value excluding any taxes SUMMARY PEOPLE ACTIVITY DOCUMENTS amp NOTES EDIT PROFILE Financial Summary EE COSTS Time Expenses Wi S ae Description Remaining Budget Invoiced To be invoiced Actual v Inv Consultancy 977 00 2 100 00 1 123 00 0 00 963 00 54 A Support 1 400 00 1 400 00 0 00 0 00 0 00 54 2 377 00 3 500 00 1 123 00 0 00 963 00 Figure 34 Financial summary Calculations explained FieldName Whatitmeans Invoiced Total amount invoiced against this line item but not invoiced written off vs Total Invoiced SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 31 Work Summary This includes all Time and Expenses entered in the system Figure 35 This doesn t include any extra a
44. y 1 Active user so you can create a new user but to set it as Active you need to make the default user Inactive or delete it Note If you delete the Default user ensure you have at least 1 other Administrator otherwise you will not be able to access SETTINGS again Change a user 1 Click on the user in the row to see the details Figure 59 2 The user record is only valid between the Start and End Dates you can leave the End Date blank 3 You cannot log in with an Inactive user 4 Reset the user password by clicking on the keys icon in the row SIDEKICK Copyright 2014 QuayTech Solutions Limited All rights reserved Page 53 First Name Nikky Last Name Gibson Users Initials NG Job Title Consultant User Name Initials Rate Login name Access Rights Start Date End Date Standard Rate 40 00 Nikky Gibson NG 40 nikky 1 Administrator 01 08 2014 Active Login Name nikky Access Rights Administrator z Start Date 01 08 2014 End Date Set Active x Figure 59 Change a user General This section has different settings that apply to various areas in Sidekick Itis best to explore this and become familiar with these settings Naming conventions This is where you can set Sidekick to use the terminology you use in your business A change here will affect the entire system Naming Conventions Jobs Job z Customers Contact Z Products Service z Templates Template i
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