Entering Bills (Well Expenses): With the stand alone version (DM) we could tab past the description and go to the category window and start typing the expense code (e.g. pumping) and it would auto-fill the category, and code and description. This was very quick and handy. With this software version, I either need to know the expense code, or look it up, right? Any chance you could modify this to work like the stand alone version (DM)? I think entering expenses will take me twice as long as before. (DMIE)

Correct, with the QuickBooks integrated version, you'll need to enter the expense code first, before the description will display. You cannot tab past the code, and only enter the description. A few tips that might speed up the lookup process for you, is that when your cursor is in the Code field, you can press the F2 button on your keyboard to view the lookup of available expense codes. Also, in the lookup list, you can sort by code, or by category name. If you press your tab or arrow key while the lookup list is displayed it will sort by the category name. You can then start typing the category name, and it will move the cursor to the nearest match within the list.

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After entering a bill to be allocated evenly to a group of wells, the following error message appears: "Severe Error - The given object ID "in the field list ID" is invalid." I can simply click OK and proceed. It doesn't seem to be causing any problems, but it has come up every time I have entered a bill like that. (DMIE)

Typically this error message is caused by a file not being synchronized with QuickBooks successfully. I'd recommend that you go to the Utilities menu > Synchronize List Files with QuickBooks, and check the option for All Files. Then, click Synchronize. If there are any files that it can't synchronize successfully, it will generate a report letting you know which files they are. After all files have been synchronized successfully, try entering the bill again as you had previously.

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I closed the JIB on 3/26/08. Can I now enter bills that go on next month's billing even though we are still in the same calendar month? I wasn't sure if the program is date sensitive or if everything entered after the JIB is closed will appear next run.

You can enter bills with a March date even after closing a JIB run with a date in March. Any new bill entered after the run closing will be put towards the next run closing regardless of the date of the bill, or your last run closing. Once the run is closed, it only affects the data that was closed on that run, not any new data entered.

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I am looking at the General Journal Entry screen and I noticed that I cannot enter a class on this screen. Is there any way to enter a class when I put a journal entry in? (AM)

Due to space constraints, the software just uses the default class that is on the Expense Code when entering expenses through the Journal Entry screen. If you wish to overtype the default expense class when entering expenses, they'll need to be done through the Enter Bills screen instead of as a journal entry.

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Who would I make it a payable to if I enter it through Enter Bills? (AM)

You can use your company as the vendor, or alternately, enter these charges through the Well Net Expenses by Well screen, which will allow you to change the class. Doing it through the Well Net Expenses by Well screen may be better, since you can use your company as the vendor, but not have a check created (if you've got the option marked to post your company's share to the GL in their owner info screen). If you prefer to use the journal entry screen, you'd just have to make sure and change the class for the expense category before using it, as it will always be using the current expense class on a category when you use that screen.

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I can enter bills all during the month, but can I only pay vendors after closing a run? I would like to only have to close a run once per month and our company pays its bills on a daily basis. I can pay the bills in QuickBooks and then enter as historical information but that seems to jumble things up a little. (DMIE)

If you enter your bills through SherWare's Enter Bills screen, then it will create the bill in QuickBooks when it is saved. You can then pay that bill in QuickBooks at any time, even if the run is not closed.

However, if you're entering your expenses from bills through the Well Net Expense by Well screen, that will not create a bill for the amount in QuickBooks so that it can be paid at any time. Entering expenses through this screen will generate vendor checks when the run is closed.

Either entry method allows the expense to be allocated to the well. Given what you would like to accomplish, I recommend that you enter your expenses through the Enter Bills screen allowing it to create a bill in QuickBooks when the bill entry is saved.

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