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

Using the "Download" button below, download 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, click here.

During the initial BETA release, help has not yet been incorporated into the program.

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.

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.

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.

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.

Program “bug” fixes are available on the Web Service Center as we correct them, and we do not notify you; however, you may access the Web Service Center at anytime to see what is available.

Program “enhancements”, such as the release of a compatibility update for a new version of QuickBooks or the release of a new billing format, are made available on the Web Service Center and we do notify you via email that “enhancement” updates are available and what the enhancements are.

As a customer of Sunburst Software Solutions, Inc. it is your responsibility to maintain your program, unlike Intuit and Microsoft we do not arbitrarily and automatically update your software, as we feel that software programs should do things when YOU tell them to do it. You are also responsible for downloading and installing updates following the instructions that we provide on the Web Service Center.

7 pages.

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.

Note:  We've found some free training courses on Windows Vista, to help you to better understand some of it's new features and security improvements.  These courses are offered in conjunction by Dell and PC Magazine and are available by clicking here .

Construction Application for Payment Solution can be installed on a network, 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

Watch the How to Network Construction Application for Payment Solution video for a more visual experience.

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

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.

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

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.

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

2 pages