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How do I e-mail from within CorrectDraw?
To use the e-mail function from within CorrectDraw you need to have an installed and properly configured e-mail program that has been tested and can successfully send e-mail from your workstation.
How do I setup my E-mail program to function within CorrectDraw?
For Outlook Express 5 - 6.0: From the Options menu, under the General tab it must read This application is the default mail handler. If not, click on the button to set it as the default.
For Netscape Communicator 4.77 - 4.79: From the Edit menu, select Preferences, Mail +Newsgroups, and make sure that Use Netscape from MAPI-based applications is checked.
For Eudora 5.2.1: Open Eudora, select Tools, Options, Use Eudora MAPI Server, make sure Always is selected.
How do I track funding sources?
If you wish to use the funding sources option, you must first verify that the Track Funding Sources box (located in Program Settings under the main menubar Setup item) has been checked. Then in the project window, select Funding Sources from the Work With button menu. Insert the appropriate sources and associated amounts. Then when making a deposit, use the lookup button next to the source field and choose the source of the funds. If you have made deposits for the project previously and would like them to reference sources, just find them one-by-one in the project escrow transactions list, and click the View/Chge button, then assign the appropriate source.
How can I smooth out the process of Creating Draws?
Although in rare instances it may be appropriate, it is generally advisable to avoid adding draw items for branches with no assigned subcontractors. Therefore, we suggest that you assign subcontractors before setting up your draw. To do this, open the branch from the project window (Change button) and click the lookup button next to the subcontractor box. It is also strongly advisable that you not replace the branch subcontractor name once you have paid a draw for the branch. This may cause your reports to inadequately represent the project. To avoid this, just enter a new branch of the same branch name with a new budget and subcontractor before creating your draw.
How do I print multiple individual checks to a contractor?
If you need to print individual checks to a contractor instead of several draw items rolled into one check, use the Hold item feature to print the checks one at a time.
What if I occasionally need a branch that does not exist in my branch set?
If when adding branches to a project, you require a branch that does not exist in your branch set, choose any branch in the set, then change the name of the branch in the project at the time you enter the branch information.
How do I use sub-branches?
When you add the main branch to the project, check the "contains sub-branches" box in the upper right corner. After you have added the rest of your branches or budget items you can go back and add the sub-branches by clicking the triangle in the last column associated with the main branch on the project window. Then add the sub-branches by clicking the "insert" button in the sub-branch window.
The contractor uses several vendors for one branch. How can I handle that?
There are two ways, to accomplish this depending on the situation.
If this occurs after you have done at least one draw against the branch, you will need to add another branch with the same name and different vendor to the project. Then enter a budget amount equal to the amount to be drawn. Reduce the budget amount of the first branch by this amount either by changing the original budget amount or by entering a negative number into the Change field. Then select the new branch when you set up your draw.
If you are aware of the need for more than one vendor (subcontractor) before making any draws on the branch, setup the branch with sub-branches. Name the first sub-branch "Budget" and enter the amount budgeted for the main branch. Do not draw against the "Budget" sub-branch. Each time you do a draw, enter a sub-branch with the vendor's name, with no budget amount. When you select the item for the draw, enter the amount to pay. After your draw the main branch as shown on the project window will reflect the correct paid draws and remainder amounts.
How can I try different project setups before entering the project?
Use the CorrectDraw Practice module. It is a functional version of CorrectDraw that you may use without affecting or cluttering up your live data.
How do I void a transaction?
Open the project, then click on the "Work With" button. Select "Escrow Transactions", highlight the transaction and then click the "Void" button. Once the transaction has been voided, the items will re-appear in the draw as unpaid items. You may then go back into the draw and repay the draw after making changes. Please note that only one transaction at a time may be voided.
When I print my lien waivers, why don't all of the waivers printout?
Make sure that all the information on a branch is present, Branch name, subcontractor, payee, and payment amount.
When I print the inspection report, why am I told there is nothing to print?
You will get this message if all the inspections for this draw have been checked off as completed in the draw window. At this time CorrectDraw will not print an inspection report if all the branches have been inspected. If you need a report showing that the inspections have been completed, uncheck the "inspection" box located in the "in" column of the draw for all the branches. Print the report, then go back and check off that the inspections are complete.
Why are some of my branches missing from the inspection report?
Your branches will be missing from the inspection report if they have been checked as being inspected. At this time CorrectDraw will only print branches that do not have a checkmark in the "inspection" box of the "in" column of the branch located in the draw window.
Why am I getting branches in my inspection report that are not part of this draw?
You are getting this because you have a branch or budget items from a previous draw that have not been checked as inspected. Go back through your draws and check off the branches if they have been inspected. If they have not, they probably still need to be done. If you are using CorrectDraw to track inspections, it is not recommended that you check them off if they have not been completed.
How do I pay out Retained Funds?
To pay retained funds, open the Draw Window. Do not click the Insert button, click the Final button. This will insert all the draw items that have had funds retained. This will also bring into the draw any budget items that had a remaining balance. Go though each Draw item, if it states retained funds in the comment column leave it alone, otherwise adjust the dollar amounts or delete the other items in the Draw. When you are confident that all items are correct, click the Pay button.