When you create an invoice the current value (the rate) for the tax is copied from the tax rate into the invoice and stored. Whenever you display a print preview or edit the invoice, the invoice uses the value that’s now stored within itself. You can change the original rate value in the definition of the tax rate, but what’s on the invoice stays the same. The reason why it does this is because tax rates change over time, but the invoice should stay at the amount that it was when it was calculated.

You’ll notice two textboxes next to the rates when you edit the invoice so that you can see what’s actually stored in the invoice. The current value is still shown in the dropdown list for the rate.

As an example, let's say we created an invoice for Orange County in Texas a year ago and, at the time, the rate was 2%. Recently, the rate changed to 2.1% which we’ve just updated in the definition of the tax rate. If we open up or preview the old invoice we should still see the rate that’s stored in the invoice (2%) like below. Any new invoices created after the rate has changed will use 2.1%. Note that the name will update no matter what, so if you change “Orange” to “Apple”, all invoices old and new will say “Apple”, but will have their stored rate.

You’ll find this behavior in other places throughout Quantify as well, the daily rent rate being one. You can update a rent rate without causing a change to the existing invoices.

It’s common practice for scaffolding, shoring, and formwork companies today to place their logo on outgoing documents. Using your logo gives your company a recognizable brand and a professional image.

In addition to being able to customize your reports, Quantify also makes it easy to use your logo.

Most reports in Quantify will use your logo; it will appear on estimates, deliveries, returns, and invoices. It will show up on the print preview of reports for everyone in your company, regardless of where they are on the network (local or remote).

With your favorite image editing software you simply create a 225x95 size png file (portable network graphics with a .png extension) with your logo in it. Then go into Quantify options (Tools menu, Global Options item).

Next time you print preview a report, you’ll see this logo on the report. Your logo even shows up when you export to PDF.

“We shipped a bunch of stuff to a job, received half of it back, and the customer sent the rest to another job”.

This is pretty typical for a falsework company. Since Quantify was built for your industry, it was designed from the ground up to handle these issues. 

It accomplishes all of this with an easy to use ‘Shipment’. A shipment in Quantify is a generic item that’s used to move equipment.

Where shipments go to and come from determine their type, as shown below.

Note that you’re not limited to where you can send items, depending upon your authorization. If you’re authorized, you can send from branch to job (delivery), job to branch (return), job to job (transfer), and even branch to branch (transfer). 

Shipment numbers are auto-incremented for you and allow for a number ‘template’ so that you can have the number appear any way you’d like it to.