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.

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.

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.

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

2 pages

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.

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.

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 .

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 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

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

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

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.

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.