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Folder CAPS Technical & Training Documents

The Construction Application for Payment Solution Technical & Training section includes FREE advanced Training and Support items such as obtaining updates, Windows compatibility, network installation, backing up your CAPS data, 8 Deadly Sins of Billing with CAPS, etc.


Documents

pdf 8 Deadly Sins of Billing with Construction Application for Payment Solution Popular

By 8923 downloads

This document has been copied from the Construction Application for Payment Solution manual and published here on our support area as the documented items continue to be our biggest technical support issues with the CAPS program today.  These issues are due to limitations within the Intuit QuickBooks Software Development Kit (SDK) and the QuickBooks program itself.

Performing any of the 8 Deadly Sins of Billing will require that you delete all applications for payment in CAPS, as well as, delete and recreate all Progress Invoices in QuickBooks.  You will then have to bring all the recreated Progress Invoices into CAPS again.

2 pages.

pdf Backing Up Your Construction Application for Payment Solution Data Popular

By 7004 downloads

Is your Construction Application for Payment Solution Data safe in the event of an emergency?  It is a common misconception that the CAPS data is backed up when you backup your QuickBooks data - this is not true. Follow these simple instructions to set CAPS up to automatically back up your data each time you exit the program.  3 pages with screenshots.

OR

Watch the  video  How to Backup Your CAPS Data video for a more visual experience.

pdf Billing Best Practices AND Resolving Common User Errors Popular

By 10197 downloads

Common QuickBooks user errors compromise the integrity of your billing history in Construction Application for Payment Solution.  These errors include:

  • Deleting lines from the QuickBooks Estimate after issuing one or more progress invoices/draws whether that line has been billed or not.
  • Changing the structure of the QuickBooks Estimate after issuing one or more progress invoices/draws - this includes moving or rearranging the way the line items appear on the Estimate whether or not those line items have billing history.
  • Inserting multiple lines into the existing QuickBooks Estimate using the same QuickBooks Item repeatedly.
  • Handling Change Order in a manner that no one can really track the changes without consulting the original paperwork - this includes simply changing dollar amounts on the Estimate.

This article will teach you best practices when generating your Billings as well as show you how to resolve each of the items listed above.

25 pages.  PDF format.

pdf Construction Application for Payment - Enterprise User Permission Settings Popular

By 7246 downloads

The advanced permission settings found in QuickBooks Enterprise certainly can make a business owner feel more confident that only the people they really want to have access to certain data are the only ones that will indeed be able to access it.  However, we have seen many business owners, ProAdvisors, and IT people get "carried away" -- effectively stopping people from actually doing their job!

This article outlines the required minimum permissions that are necessary for a user to run the Construction Application for Payment Solution program and retrieve billing information from your QuickBooks file.

5 pages. (Last updated 3/12/2024)

pdf Construction Application for Payment - Handling Negative Change Orders Popular

By 8490 downloads

Negative change orders or reductions to an existing contract require a bit more work.  This article will provide a detailed overview of how to successfully handle and track a negative change order; in both QuickBooks and in CAPS.

6 pages

pdf Construction Application for Payment Solution - Troubleshooting Billing Popular

By 7827 downloads

Construction Application for Payment Solution - Where Does All of the Information on the Billings come from? This is a great tool for troubleshooting "blank spots or missing information" on your final billings as it shows you where each and every piece of information comes from that appears on both your Certificate and Application for Payment and Exhibit A - Schedule of Work.

6 pages.

pdf Contractor Qualification Statement Installation & Use Popular

By 7394 downloads

Using the "Download" button to open and save this .pdf containing complete instructions for installing and using the Contractor Qualification Statement enhancement.

To view a full-sized sample - which details where each piece of information comes from, pdf  click here .

pdf Installing Construction Application for Payment Solution on a Network Popular

By 7382 downloads

Construction Application for Payment Solution can be installed on a network with several people being able to use it, however, only one person at a time should use the program to retrieve billing information from QuickBooks.

While Sunburst Software Solutions, Inc. does not proclaim to be an "IT Company" we do provide you and your IT Consultants with network installation instructions, as a courtesy.

Your manual contains basic network installation instructions, while this 3 page support article contains more detailed information.

OR

pdf Obtaining Construction Application for Payment Solution Updates Popular

By 7312 downloads

Detailed instructions for downloading and installing updates for Construction Application for Payment Solution.

pdf Printing Billings to .pdf Popular

By 7407 downloads

Printing and/or saving your Billings to a .pdf file is an effective means of electronic storage and reduces the amount of "paper" work that you company needs to store in filing cabinets.  It is also an effective means of sending the billings via email.

Download this 1 page article detailing how to turn your paper reports into electronic reports.

OR

Watch the  video  How to Print Your AIA Billings to a PDF file video for a more visual experience.

pdf Updating CAPS to work with a new version of QuickBooks Popular

By 7748 downloads

Each year when Intuit produces a new version of QuickBooks, we have to do a compatibility update for Construction Application for Payment Solution in order for it to work with the new version.  These compatibility updates are usually available on the same day that the new version of QuickBooks is available to purchase and we notify you via an email Newsletter that they are available.

Compatibility updates MUST be downloaded and installed on ALL computers that have the CAPS program in order for CAPS to be able to "talk" with the new version of QuickBooks.  Failure to install compatibility updates will result in an "Unsupported version of QuickBooks detected.  Program ending." error message.

Following these instructions should provide you with a successful upgrade experience as these are the EXACT same steps that you would be asked to perform by a support rep should you call for help; thus eliminating the call.

2 pages.  PDF format.

pdf Users & Permissions in Construction Application for Payment Solution Popular

By 9744 downloads

Construction Application for Payment Solution (CAPS) now has the ability to setup users, passwords and permissions.  This functionality is available since 3/12/2009.

Click the Download button (below) for complete instructions on how to Users, passwords, and permissions.