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3/4/2010 Construction Application for Payment Solution Update Available

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Sunburst Software Solutions Inc

Committed to providing contractors using QuickBooks with solutions

CAPS Technical & Training

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.


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file icon Users & Permissions in Construction Application for Payment Solution 04/28/2009 Hits: 297

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.

file icon AIA Billing Best Practices AND Resolving Common User Errors 04/28/2009 Hits: 300

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 progess 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 change the 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.

file icon Updating CAPS to work with a new version of QuickBookshot! 09/30/2008 Hits: 740

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.

file icon Construction Application for Payment Solution Update Procedure for QuickBooks 2008 Compatibilityhot! 09/27/2007 Hits: 530

Recommended instructions for upgrading to a new version of QuickBooks and obtaining your Construction Application for Payment Soution 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.

file icon 8 Deadly Sins of AIA Billing with Construction Application for Payment Solutionhot! 08/27/2007 Hits: 534

This document has been copied from the CAPS 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.

file icon Backing Up Your Construction Application for Payment Solution Datahot! 08/27/2007 Hits: 455

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.

file icon Obtaining Construction Application for Payment Solution Updateshot! 08/16/2007 Hits: 802

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.

file icon CAPS & Vista/Upgrading or Replacing Your Existing Computer with a Vista computerhot! 05/30/2007 Hits: 480

We have updated Construction Application for Payment Solution to work with Window Vista.  Our testing and debugging process has basically gone well, with a few exceptions which require special instructions for running CAPS on a Vista 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 .

file icon Installing Construction Application for Payment Solution on a Networkhot! 05/29/2007 Hits: 498

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 support article contains more detailed information.

3 pages.

file icon Construction Application for Payment - Enterprise 6.0-9.0 Minimum Permission Settingshot! 05/01/2007 Hits: 603

The advanced permission settings found in Enterpise 6.0-9.0 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

3 pages.

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