Software Support Tips for Ajera and PORTFOLIO Users

You've asked the questions...So we have your answers!

We took a lot of the most commonly asked questions that our Software Support team has received recently and decided that it would be important to display the answers for you to read and review in case they are questions you have as well!

How do I make an adjusting entry to the prior fiscal year?

Go to company preferences, change current fiscal year to the prior year, and clear the Don't Allow Entries Prior To check box. Go to the Journal Entry screen and make the adjusting entries, and close the fiscal year again.

In Manage Client Invoices, we do not have the option to choose either the Draft or Final status for an invoice and there is no Invoice Dialog box. What am I doing wrong?

The status on the Project is “Preliminary”. Change it to an Active status.

I need to get the time back from a “written off” invoice. How do I go about doing this?

1. Go into Manage > Client Invoices, and look for a new draft invoice normally directly below the written-off invoice.
2. Open the draft invoice and, at the top left of the invoice window, click the Entries button.
3. Select all the items that need to be recovered. To make a contiguous selection, click the first entry in the selection and, with the shift key held down, click the last entry. To make a noncontiguous selection, hold down the control key and click the needed entries.
4. Once all items are selected and highlighted in blue, release the key on the keyboard.
5. Right-click in the date field and Select Change status from the menu that will open. In the small window that appears, select Billable.
6. Close the entries window to return to the draft invoice and select all the recovered items.  Right-click the date field and select Recalculate Billing Rates to ensure that all hours and amounts are updated.
7. Save and/or print the invoice.

I can’t get the latest updates via the email link. How do I get these?

There may be restrictions in your email security settings. Visit our Solution Center and click on the "Product Updates" link, and select the appropriate update.

How do I change hours on a timesheet that have already been paid?

You will have to go into the timesheet and add lines with negative values to reverse the entry you need to change, and then add lines with positive values to the new project/phase. You cannot change the existing lines; you can only add new ones.

What could cause Net Income to appear twice on the Balance Sheet? It is not adding it in twice, just printing it twice.

In Ajera, this means that there are two accounts set up as a Retained Earnings type. You need to change the type on one of them to something other than Retained Earnings.