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Folder CAP Technical & Training Documents

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


Documents

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

By 2736 downloads

Download (pdf, 199 KB)

8_Deadly_Sins_AIA_Billing.pdf

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 AIA 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 AIA Billing Best Practices AND Resolving Common User Errors Popular

By 3302 downloads

Download (pdf, 2.07 MB)

resolving_user_errors.pdf

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 tha 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 AIA Bills as well as show you how to resolve each of the items listed above.

25 pages.  PDF format.

pdf Backing Up Your Construction Application for Payment Solution Data Popular

By 2693 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.

document CAP Test doc Popular

By 3423 downloads

This is just a test document to see if I can get the other docs in this category to load.

pdf CAPS & Vista/Windows 7 Upgrading or Replacing Your Existing Computer with a Vista computer Popular

By 2632 downloads

Download (pdf, 94 KB)

caps-vista-upgrade.pdf

We have updated Construction Application for Payment Solution to work with Window Vista & Windows 7.  Our testing and debugging process has basically gone well, with a few exceptions which require special instructions for running CAPS on a Vista/Windows 7 machine.  Full instructions are contained in this article.

2 pages. PDF Format.

pdf Construction Application for Payment - Enterprise 5.0 Permissions Popular

By 2959 downloads

Download (pdf, 46 KB)

CAPS-PermissionsEnterprise 5.pdf

Construction Application for Payment Solution minimum permission settings for Enterprise 5.0 users.

2 pages

pdf Construction Application for Payment - Enterprise 6.0-13.0 Minimum Permission Settings Popular

By 2774 downloads

Download (pdf, 79 KB)

CAPS-PermissionsEnterprise6-7.pdf

The advanced permission settings found in Enterprise 6.0-12.0 certainly can make a business owner feel moe 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 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.

These same permission settings also apply to Enteprise 10.0, 11.0, 12.0 & 13.0

3 pages.

pdf Construction Application for Payment - Handling Negative Change Orders Popular

By 2842 downloads

Download (pdf, 581 KB)

NegChangeOrder.pdf

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 2950 downloads

Construction Application for Payment Solution - Where Does All of the Information on the AIA Billings come from? This is a great tool for troubleshooting "blank spots or missing information" on your final AIA billings as it shows yoou where each and every piece of information comes from that appears on both yuor Application for Payment (G-702) and Continuation Sheet (G-703).

6 pages.

pdf Construction Application for Payment Solution Update Procedure for QuickBooks 2008 Compatibility Popular

By 2509 downloads

Download (pdf, 90 KB)

caps_QB2008_update_procedure.pdf

Recommended instructions for upgrading to a new version of QuickBooks and obtaining your Construction Application for Payment Solution Compatibility update.  Compatibility updates MUST be downloaded and installed in order for CPS to "talk" with the new version of QuickBooks.  Failure to install compatibility updates will result in an "Unsupported version of QuickBooks Detected - Program Exiting" error message.  This information was emailed to all customers in a newsletter dated October 1, 2007.

2 pages.

pdf Contractor Qualification Statement Installation & Use Popular

By 2920 downloads

Download (pdf, 915 KB)

CAP-Contractor-Qualification-Help.pdf

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 Granting Permission for QuickBooks Pro/Premier 2005 and Enterprise 5.0 Popular

By 2674 downloads

Download (pdf, 135 KB)

caps_permissions_5.pdf

Follow the instructions contained in this document for granting CAPS permission to access your QuickBooks Pro/Premier 2005 or Enterprise 5.0 company data file.

2 pages.  pdf format

pdf Granting Permissions for QuickBooks Pro/Premier 2002-2004 and Enterprise 1.0-4.0 Popular

By 2673 downloads

Download (pdf, 133 KB)

caps_permissions_2-4.pdf

Follow the instruction contained in this document for granting CAPS permission to access your QuickBooks Pro/Premier 2002 - 2004 or Enterprise 1.0 - 4.0 company data file.

2 pages.  PDF format.

pdf Installing Construction Application for Payment Solution on a Network Popular

By 3343 downloads

Download (pdf, 100 KB)

cap_network.pdf

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 2959 downloads

Download (pdf, 1.25 MB)

Updating_CAPS.pdf

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

pdf Printing AIA Billings to .pdf Popular

By 3006 downloads

Download (pdf, 31 KB)

caps_email_reports_billings.pdf

Printing and/or saving your AIA 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 3057 downloads

Download (pdf, 156 KB)

caps_QBCompatibility_update_procedure.pdf

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 3582 downloads

Download (pdf, 332 KB)

CAPS Users-Permissions.pdf

Construction Application for Payment Solution (CAPS) now has the ability to setup users, passwords and permissions.  This functionality is available in Version 5.0.172 (and higher).

This functionality has been in Alpha status since 3/12/09 and may be obtained by going to the CAPS Help menu -> choosing Check for Updates -> seclecting version 5.0.172 Oor higher if applicable) -> clicking Download & Install.  QuickBooks must be closed when you retrieve this update.

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


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