QIS Operation Manual

本網頁內容PDF介紹 Click to download PDF file
本網頁內容M4A介紹 Click to listen it
使用本手冊注意事項:
1. 在本網頁上的操作手冊, 寫完第一版後，用Notebooklm產生的影片檔，語音檔，心智圖啊，報告檔,，來檢核一下自己手寫的S O P操作手冊需要修改的地方, 再回去改SOP操作手冊, 這樣來回五次左右。
2. 未來的操作手冊放在網頁上如有修改，也會再用Notebooklm驗證。
3. 同仁可以自己把本網頁上上生硬的操作手冊網頁內容， 用Notebooklm滙入後,去產生影片檔，語音檔，心智圖啊，報告檔, 自己學習.
4. 然後用下述問題討論 17個QIS 問答，講師與學員討論
5. 然後用Notebooklm 產生的測驗題, 學習卡 作考試。

How to Acces QIS?

Firstly you need to request Evershine IT through ” IT Request Form” to provide your Email with authorization to access QIS.
Secondly , follow below procedures: https://www.evershinecpa.com/contact-us-trad >>AISLogin >> Dual Indenty Verification >>QIS >> You will see below QIS Manu.
首先，您需要透過「IT申請表」向Evershine IT部門提交申請，提供您的電子郵件地址以授權存取QIS系統。
其次，請依照以下步驟操作：https://www.evershinecpa.com/contact-us-trad >>AIS登入 >>雙重驗證 >>QIS >>您將在下方看到QIS Manu。

QIS Manu

Here shows when get password and successfully access QIS, a full authorized user will see below all Manu in your left side.
Please notice that General users usually can not see all.
此處顯示的是取得密碼並成功存取QIS後，完全授權使用者將在左側看到所有選單項目。
請注意，普通用戶通常無法看到所有選單項目。

授權管理
		
KA1 角色指派		
    [QISSelfAuthorize] KA1a 角色授權    
KA3 報價單批次授權 (new)	
KA4 我的授權報價單分享 (new)
KA5 我的未授權報價單查詢 (new)

基本資料

永輝各公司基本資料
A6 永輝銀行帳戶
KH4 匯入客戶

國家與城市

K21 所有國家
K22 所有城市

QIS 報價單

KQ-C 所有客戶報價單
KQ-D3 內容字串尋找與取代
KQ-CL 報價單連絡資料列表
KQ-ML 郵件寄送清單

QIS 計費單

KB 所有計費單

QIS 服務與收費項目 

K4 服務項目
K6 服務類型
K7 收費別
K8 服務知識連結

授權管理

https://www.evershinecpa.com/wp-content/uploads/2026/01/QIS_Authority_Democratized-1.pdf
由於 永輝始終承諾對客戶嚴格遵守保密政策，限制相關同事閱讀專案內容，因此必需確保只有負責的永輝同事才能存取該專案。
截至 2025年12月22日為止，10多年來，永輝’QIS裡面已經累積大約有12000項目。
為了確保保密性，我們在「USERS」表和「Projects」表之間設計了「Users-Projects」連接表。
透過Junction Table 連接表，可以立即顯示任何項目的所有授權用戶，以及任何用戶已授權和未授權的項目。
此外，QIS 授權機制無需透過 QIS 管理員進行授權。
我們自稱為民主授權程序。
使用者可以透過兩種方式獲得特定項目的授權。
首先，任何人都可以查看所有未授權項目的清單（不包含詳細資訊），並可以向該項目的創建者發送「授權請求」 ” Send Authorization Request “。
其次，如果使用者已透過 [QISSelfAuthorize] KA1a 啟用“Allow Self-Authorization”，則可以查看所有未授權項目的清單（不包含詳細資訊），並點擊“新增選定報價”直接新增所選項目。執行這個新增功能後，會自動通知該項目專案的Creator。
Because Evershine has always been committed to strictly adhering to confidentiality policies for its clients and restricting relevant colleagues from reading project content, it is necessary to ensure that only the responsible Evershine colleagues can access the project.
As of December 22, 2025, Evershine’s QIS has accumulated approximately 12,000 projects over the past 10 years.
In order to assure confidentiality policy, we design Junction Table “Users-Projects ” table between “Users” Table and “Projects” Table.
Through Junction Table, it can show up our all authorized-users of any one project in a second and it can show up authorized projects and un-authorized projects of any one user in a second.
Besides. QIS authorization mechanism will be no need to be authorized through QIS Administrator.
we call our self as Democratic authorization processes.
There two ways to get authorization of specific projects through user self.
Firstly, any one can see all list (without detailing information) of un-authorized projects , he/she can ” Send Authorization Request ” to the Creator of that specific project.
Secondly, if being an user of “Allow Self-Authorization” through “[QISSelfAuthorize]KA1a “, he/she can see all tile list (without detailing information) of un-authorized projects ,and click ” Add Selected Quotations ” to be authorized-user of chosen projects directly. After executing ” Add Selected Quotations ” , the project’s Creator will be automatically notified.

[QISSelfAuthorize] KA1a 角色授權

授權管理>>KA1a 角色授權>>[QISSelfAuthorize] KA1a 角色授權
This function is for Administrator of QIS.
If a Evershine colleague want to be an user of “Allow Self-Authorization” , he/she can deliver 資訊需求單to apply it.
Then Administrator of QIS will use this function to set up specific colleague to be an user of “Allow Self-Authorization”.
Anyone, after become an user of “Allow Self-Authorization”, can see all tile list (without detailing information) of un-authorized projects ,and click” Add Selected Quotations ” to be authorized-user of chosen projects directly.
This function should not be used very often.

KA3 報價單批次授權 (new)

授權管理>>報價單授權>>KA3 報價單批次授權 (new)
This module is for Administrator of QIS.
There are two functions:
The First one, It let Administrator of QIS to authorize the chosen projects to chosen user.
Step 1: Choosing specific user >> Unauthorized, then show up all unauthorized projects of that user.
Step2: then mark”V” in the chosen projects. and click “Add Selected Projects”.
The second one, it let It let Administrator of QIS to remove the chosen projects from chosen user
Step 1: Choosing specific user >> authorized, then show up all authorized projects of that user.
Step2: then mark”V” in the chosen projects. and click “Remove Selected Projects”.

KA4 我的授權報價單分享 (new)

授權管理>>KA4 我的授權報價單分享 (new)>>Share to >>Add Selected Quotations
透過此功能，您可以查看所有已授權給您的項目。
您可以查看統計結果，以下是一個範例：
All Cities 筆數統計 =>Total: 11919 || Authorized: 69 || Unauthorized: 11850 || List: 69
然後，您可以將已授權的項目分享給任何人。
QIS 系統中名為 user_Project 的連結表將記錄此授權操作。
in English:
Through this function, you can see all projects being authorized to you.
you can see statistics result, below is a sample :
All Cities =>Total: 11919 || Authorized: 69 || Unauthorized: 11850 || List: 69
Then you can share your being-authorized projects to any one.
The Junction Table named as user_Project in QIS System will record this authorization action.

KA5 我的未授權報價單查詢 (new)

There two scenarios as below:
If you are an user of “Allow Self-Authorization”
授權管理>>KA5 我的未授權報價單查詢 (new) >>Add Selected Quotations
透過此功能，您可以查看所有未授權的項目。
您可以查看統計結果，以下是一個範例：
All Cities 筆數統計 =>Total: 11919 || Authorized: 69 || Unauthorized: 11850 || List: 69
然後，您可以將希望將來查看的項目標記為“V”。
然後點選”Add Selected Quotations”。
授權操作將完成。
QIS系統將通知專案的Creators, 有其他同事起動自我授權，看了該專案。
QIS 系統中名為 user_Project 的關聯表將記錄此授權操作。
in English:
Through this function, you can see all unauthorized projects to you.
you can see statistics result, below is a sample :
All Cities =>Total: 11919 || Authorized: 69 || Unauthorized: 11850 || List: 69
Then you can mark”V” in the projects what you like to be see in the future.
Then click “Add Selected Quotations “
Authorization action will be completed.
The QIS system will notify the project’s creators that another colleague has initiated self-authorization and viewed the project.
The Junction Table named as user_Project in QIS System will record this authorization action.
If you are not an user of “Allow Self-Authorization”.
授權管理>>KA5 我的未授權報價單查詢 (new) >> Send Authorization Request
透過此功能，您可以查看所有未授權的項目。
您可以查看統計結果，以下是一個範例：
All Cities => Total: 11919 || Authorized: 287 || Unauthorized: 11632 || List: 500
然後，您可以將希望將來查看的項目標記為“V”。
然後點選「Send Authorization Request」。
此操作會將郵件傳送給每個項目的建立者。
創建者批准後，授權操作即完成。
QIS 系統中名為 user_Project 的關聯表將記錄此授權操作。
in English:
Through this function, you can see all unauthorized projects to you.
you can see statistics result, below is a sample :
All Cities => Total: 11919 || Authorized: 287 || Unauthorized: 11632 || List: 500
Then you can mark”V” in the projects what you like to be see in the future.
Then click ” Send Authorization Request “.
This click will send emails to Creator of each Project.
After Creator approving you , the authorization action will be completed.
The Junction Table named as user_Project in QIS System will record this authorization action.

KQ-C 所有客戶報價單

QIS Manu >>KQ-C 所有客戶報價單
此功能可讓您查看所有已授權給您的報價項目。
如果您是城市管理員CityAdmin，則可以查看該城市的所有報價。
如果您是普通用戶，則只能查看已授權給您的報價。
您可以按國家/地區、城市以及其他排序方式（例如關鍵字）對報價進行排序，以查找所需內容。
找到目標後，您可以點擊「報價編號」QuotationNO將其打開，然後前往下面的KQ-D 報價單。
This function will allow you see all quotation projects being authorized to you.
If your role is CityAdmin, you can see all quotations on that city.
If you are a general user, you can only see those quotation being authorized to you.
You can sort quotations by Country , By City, and other sorting methods, like keywords, to find out what you want to search.
After find out Target, you can click QuotationNO to open it , and then go to belowKQ-D 報價單.
QIS Manu >>KQ-C 所有客戶報價單 >>Copy
找到目標客戶後，您還可以點擊「複製」以產生新的報價項目，然後將其用作範本來撰寫新的報價項目。
如果先前有類似案例的報價作為參考，則可大幅節省報價草稿時間約 95%。
從首次報價到最終成交，每個案例平均需要修改三次， 在整個專案週期中，準備報價文件僅需不到 0.5 個工作小時。
這就是 QIS 的強大之處。
請注意，如果沒有 QIS，每個案例平均需要修改三次報價，通常需要花費約 20 個工作小時。
尤其是當新聘的同事被分配到類似專案時，他/她可以比沒有QIS系統時更快地接受培訓，從而勝任新的工作。
And After find out Target, You can also click Copy to generate a new quotation project, then use it as template to draft your new quotation project.
It significantly save your quotation draft time around 95% if having previous similar scenario quotation as a reference.
Each project from first offering to close deal are estimated to revise it averagely three times, Total engagement cycle will spend only less than 0.5 working hours in preparing Quotation Documents.
This is what QIS is called very very Powerful.
Please notice if without QIS , cycle of preparing a quotation for averagely three times per case , usually will spend around 20 working-hours.
Especially, when a new-hired colleague be assigned to do similar project, he/she can be trained to undertake new jobs far fast than without QIS system..
Every previous real client quotation could be a template of next future clients.
2016年，我們在設計Evershine QIS系統時，最初的想法是為不同國家和不同服務創建多個模板。
然而，我們發現每個客戶都有其獨特的場景，即使在同一國家，不同的客戶也無法使用相同的模板。
我們最終得出結論：每個先前的真實客戶報價都可以作為未來客戶的模板。
最終，我們完成了這個QIS，並將其打造為一個極為重要的知識累積機制。
總之，尋找先前類似場景的報價項目，然後點擊「複製」按鈕產生新的報價項目，是一項非常重要的功能。
In 2016 when we did system of design Evershine QIS, originally, we would like to create many templates for different countries and for different services.
However, we found out that Every client have their own scenarios , even they are in the same country, different clients can not use the same template.
We concluded Every previous real client quotation could be a template of next future clients.
Finally, we finished this QIS as very very important knowledge-accumulating mechanism.
In conclusion , finding out previous similar-scenarios quotation project and clicking Copy to generate a new quotation project, is very very important function.

KQ-D 報價單

QIS Manu >>KQ-C 所有客戶報價單>>KQ-D 報價單
If you successfully come to here, you have arrive core screen of Evershine QIS.
9 major function Groups are as below:
*Whole
*Header
*JobAndCharge
*Appendix
*FrequencyNote
*Footer
*Authorization
*Printing Setting
*NewBilling
We will introduce in below one by one

Whole

>>KQ-D 報價單>>Whole
可以展現及維護所有的專案Header資料，包括：
Basic +CustomerContact +Introduction +Subcontractor
Jobs and Charges+Frequency Note +Authorization  +Deauthorization

Header

Header >> All

>>KQ-D 報價單>>Header >> All
可以展現及維護所有的專案資料，包括：
Basic +CustomerContact +Introduction +Subcontractor

Header >>Basic

>>KQ-D 報價單>>Header >>Basic
可以顯示 並編輯Basic 基本資料欄位，包括許多欄位，但下列7個欄位必須填清楚：
1.Evershine Entity,
Evershine Entity 是一個很重要的欄位，由於系統有 20+ 個法律主體，必需確認是哪一個公司和客戶簽約的。
2.Customer + Service,
Customer + Service Co 也是一個很重要的欄位，它是印在報價單的抬頭，命名通常是:客戶名稱（投資者）+ 國別(被投資地)+服務名稱，例如：永輝 – 加拿大 – 非居民 VAT 報稅服務。
3.City,
City 這部分一定要選得正確，因為在搜尋時將會依城市自動帶出國別，如歸類不正確時，再次搜尋不容易找到。
4.From Country,
指的是客戶所在地的國別。
5 Language,
Language 將會決定 Label 的顯示語言，亦可使用 Replace 更改。
6.Currency
Currency 將會決定幣別，亦可用 Replace 更改。
7.PdfFormat(根據語言採用預設),
pdfFormat 這次印出的語言，常見的狀逛是語言採用預設英文，當內容有中英併列，PDF 會有亂碼，這時候就要改設成中文。

Header>>Replace

>>KQ-D 報價單>>Header >>Replace
常常有客戶在詢價當中，要求要改幣別或/及語言，因此開發了此次 Replace 功能，大大地節省報價時間。
Change Currency+convert Price
可以更改欄位，例如從美金改成台幣。
在更改的同時，前一次使用選擇的數據及所有價格都被替換。
例如美金計價的報價單為 30 比 1 時，改成台幣 30，會自動把小數點後數值也一併修改。
Change Language
也可以更改標題文字的語言。
可以依照實際使用服務項目（有 4 種語言），直接切換語言;也可以根據選擇某個以前的報價單來改本次報價單的展示語言。

Header>>CustomerContact

>>KQ-D 報價單>>Header >>CustomerContact
客戶聯絡資訊:
會在報價單中顯現出來，包括下述欄位:
CompanyTitle*
GUI / BAN
ContactPerson*
MobilePhone
Email*
CompanyPhone
Address
WebSite
Contact Original〔手動編輯〕
先從他處copy客戶資料過來後，再編輯存檔。
(1) 將 Email 的簽名檔複製，放在暫放區
(2) 將資料貼在各欄位
(3) 產生列印用客戶連絡資料

Search〔引用其它報價單〕
(1) 尋找 Search
．自動〉填入第1筆 + 合併連絡資料 + 自動儲存
(2) 填入 Quote
．自動〉合併連絡資料 + 自動儲存
(2) 合併 Build
．自動〉自動儲存

Header>>Introduction

>>KQ-D 報價單>>Header >>Introduction
Introduction是報價單或合約單的重要文字內容， 是最重要的一段。
包括：稱呼、服務合約範圍的描述、以及各項服務項目的報價的綜合說明，雙方的權利義務，保密條款，本專案的連絡窗口，甲方委任客戶方的資料+簽名人+日期，乙方受任方永輝的資料+簽名人+日期。
Copy以前客戶報價單來修改時，需用 text find/replace，來確保沒有遺留過去客戶資料。

Header>>Subcontractor

>>KQ-D 報價單>>Header >>Subcontractor
Subcontractor 是指本專案已經找到的下包商，不會印出來給客戶，但會記錄下包商議的人名、聯絡人、電郵、電話、非檔案型的文字報價資料…等等, 以便將來我方或業務，碰到客戶要到同樣城市的案子詢價時，可以參考報價。
通常會用Subcontractor的電郵，找我們過去來往的郵件找到Subcontractor過去的報價。

。

JobAndCharge

JobAndCharge >> Click Main Service item

>>KQ-D 報價單>>JobAndCharge >> Click Main Service item
服務項目由主服務項目及其子服務項目組成。
此功能用於編輯、修改或刪除每個主服務項目的內容。
它通常用於描述與特定主服務項目相關的內容，例如付款條款、特殊說明等。
Service items are composited by both Main Service item and its sub service items
This function being used to edit, modify or delete the contents of each Main Service Item.
it usually is used for describing the contents relevant with this specific Main Service item like payment terms , special notes etc.

JobAndCharge >> Click Sub Service item

>>KQ-D 報價單>>JobAndCharge >> Click Sub Service item
服務項由主服務項及其子服務項所組成。
此功能用於編輯、修改或刪除每個子服務項目的內容。
此功能是此報價資訊系統中最重要的功能。
它用於描述與特定子服務項目相關的內容，例如與該子服務項目相關的流程、所需文件、政府審批流程等。
Service items are composited by both Main Service item and its sub service items
This function being used to edit, modify or delete the contents of each sub Service Item.
This function is most important function in this QIS.
it is used for describing the contents relevant with this specific Sub Service item like procedures relevant with this Sub Service item, required documents, government reticulations etc.

JobAndCharge >> Click Sub Service item>> New Charge

>>KQ-D 報價單>>JobAndCharge >> Click Sub Service item>> New Charge
此功能也是此QIS系統中最重要的功能之一。
此功能可讓您編輯、修改或刪除新的「收費項目」。
每個收費項目包含「單價」乘以「數量」。
它可以包含多個“收費項目”。
截至2025年11月1日，共有約625個收費項目可供選擇。
您可以點擊收費類型旁的望遠鏡圖示來選擇「收費項目」。
This function is also most important function in this QIS.
This function let you to Edit or Modify or Delete, new “Charge Items”.
Each Charge item includes ” Unit Price “multiplying “Quantity”.
It can include several “Charge Items”.
Until 2025/11/1, it have around 625 Charge items which can be chosen.
You can chose “Charge Items” through click telescope image beside Charge Type.

JobAndCharge >> ItemEdit >>All Job Description-Main (Appendix)

>>KQ-D 報價單>>JobAndCharge >> ItemEdit >>All Job Description-Main (Appendix)
編輯所有主作​​業服務項目的描述。
便於相互複製。
Edit the description of all Main Job service item.
It is convenient for mutually being copied.

JobAndCharge >> ItemEdit >>All Job Description-Sub List

>>KQ-D 報價單>>JobAndCharge >> ItemEdit >>All Job Description-Sub List
編輯所有子作業服務項目的描述。
便於相互複製。
Edit the description of all Sub Job service item.
It is convenient for mutually being copied.

JobAndCharge >> ItemEdit >>All Job Item Note List

>>KQ-D 報價單>>JobAndCharge >> ItemEdit >>All Job Item Note List
編輯所有「備註」作業服務項目的描述。
方便相互複製。
Edit the description of all Note job service item.
It is convenient for mutually being copied.

JobAndCharge >> ItemEdit >>Text Find / Replace

>>KQ-D 報價單>>JobAndCharge >> ItemEdit >>Text Find / Replace
如果您複製其他項目，很可能會將其他客戶的資訊遺留在您的報價單中，造成嚴重後果。
此文字尋找/取代功能可協助您尋找「敏感字詞」並將其取代。
If you copy other project, it will be terrible for leaving other client’s information, in your quotation document.
This Text Find / Replace function allow you to find out “sensitive left words” and replace them.

JobAndCharge >> Required

>>KQ-D 報價單>>JobAndCharge >> Required
In our QIS , it will list all possible-be-used service items whatever it is being used at present (marked as “required”) or in the future (marked as “optional”).
It avoid providing quotation too frequently, especially these big companies with lawyer-review prractice.
Here set these ” required” service items, which will be used at present, being marked “v”。
and set thses “optional” service items, which will be used in the future, being marked ” ” empty。
在我們的報價資訊系統（QIS）中，所有可能使用的服務項目都會列出，無論它們目前是否使用（標記為「必需」），或將來是否使用（標記為「可選」）。
這樣可以避免頻繁提供報價，尤其對於那些需要律師審核的大公司。
請將目前使用的「必需」服務項目標記為「v」。
並將將來使用的「可選」服務項目標記為「空」。

JobAndCharge >>Display>>Required Or Display

>>KQ-D 報價單>>JobAndCharge >> Display>>Required Or Display
In our QIS , it will list all possible-be-used service items whatever it is being used at present (marked as “required”) or in the future (marked as “optional”).
This function will show all service items whatever “required” or “optional” for this project.
在我們的品質資訊系統 (QIS) 中，它會列出所有可能使用的服務項，無論其目前是否使用（標記為「必需」）或將來是否使用（標記為「可選」）。
此功能將顯示此項目的所有服務項，無論其是「必要」還是「可選」。

JobAndCharge >>Display>>Not-Yet-Used

>>KQ-D 報價單>>JobAndCharge >> Display>>Not-Yet-Used
you can use this function to add not-yet-used service items which are existent from copying other Quotation Project.
您可以使用此功能新增尚未使用的服務項，這些服務項是從複製其他報價項目中建立的。

JobAndCharge >>Display>>(All)

>>KQ-D 報價單>>JobAndCharge >>Display>>(All)
Two scenarios as below:
(1)When you do not find your proposed service items , whatever it is being used at present (marked as “required”) or in the future (marked as “optional”), you can use this function to check if your copied project exist other service items what you need.
If yes, you can mark” V” and Save Selected Items to get them.
(2)Contrarily, if you find these service items, which you do not want to set them as “required” and “optional”, you can mark these service items as ” ” empty.
以下兩種情況：
(1) 當您找不到所需的服務項目時，無論其目前是否已被使用（標記為 “required”）或將來是否會被使用（標記為”optional”），您都可以使用此功能檢查複製的項目中是否存在您需要的其他服務項目。
如果存在，您可以勾選“V”並儲存所選項目。
(2) 相反，如果您找到了一些您不想設定為「必需」或「可選」的服務項，您可以將這些服務項標記為「空」。

JobAndCharge >>Append>>(All)

>>KQ-D 報價單>>JobAndCharge >> Append>>(All)
When you do not find your proposed service items , whatever it is being used at present (marked as “required”) or in the future (marked as “optional”), and after you using function “JobAndCharge >>Display>>(All)”, you still can not find out service items what you need, then you can use this function to append service items what you need.
please refer below linking page to check if your service item already exist?
Evershine QIS Service Items List
If you still can not find out service items through this function “JobAndCharge >>Append>>(All)”,, then you need to require Dale Chen or Aaron Cheng to create new service items for you.
如果您在使用「JobAndCharge >> Display >> (All)」功能後，仍找不到您所需的服務項目（無論目前是否已啟用，標記為”required” 或”optional”），則可以使用此功能新增所需的服務項目。
麻煩您Click below linking page 看看您要的 Sub Service item是否已經存在？
Evershine QIS Service Items List
如果您仍然無法透過「JobAndCharge >> Append >> (All)」功能找到所需的服務項目，則需要聯絡 Dale Chen 或 Aaron Cheng 為您建立新的服務項目。

JobAndCharge>> Item Batch Process

>>KQ-D 報價單>>JobAndCharge >> Item Batch Process
This function is being used to copy contents of service items from another existent chosen project by batch.
First step,
you use function ” >>Source Quotation “and click telescope image to choose another existent chosen project .It will show up all service items of the chosen project. Then you mark ” V” in service items what you want to copy.
Second step,
you choose the below contents what you want to copy。
*Copy Job ItemNote
*Copy Current Description To Note
*Copy Job Description
*Copy Job Description And Replace Charge Items
*Replace Charge Items
Third step.
click “Save Selected Items”.
此功能用於批次複製另一個已選定項目中的服務項目內容。
第一步，
使用 ” >>Source Quotation “功能，點擊放大鏡選擇另一個已選定項目。這將顯示所選項目的所有服務項目。
然後，在要複製的服務項目中標記「V」。
第二步，
選擇要複製的以下內容：
*Copy Job ItemNote
*Copy Current Description To Note
*Copy Job Description
*Copy Job Description And Replace Charge Items
*Replace Charge Items
第三步，
點選 “Save Selected Items”。

FrequencyNote

There two kinds of Quotation pdf files.
The first one is Simple version for easier review by clients.
The second one is Complete version with optional Service Items for Engaging use.
Simple version only include those “Required Service items” , Exclude “optional service items ” which might be used in the future.
Simple version Quotation include two kinds format: Simple-by Frequency and Simple-by Item .
Simple-by Frequency Format is used for combining several Main Service Items like ELP (Payroll Services )+ ELV (VAT Services) +ELE (Expenses Compliance Check)+TRD (BPO services )+ GLA (Accounting Services)+ELY (Annual Tax filing Services) +……etc.
Due to they always have same parameters of Charge Items , like employee numbers+Transactions Number +Etc, among different Service items , we will combine fee calculation by the same Payment-Frequently at same Charge Items.
It significantly simplify quotation fee structure and let clients understand estimated fee amount when Parameters change,like employee numbers+Transactions Number +Etc.
Due to restructure among service items, it needs to edit FrequencyNote.
報價單PDF文件有兩種類型。
第一種是簡易版，方便客戶快速審查。
第二種是完整版，包含可選服務項目，供客戶使用。
簡易版僅包含“必需服務項目”，不包含未來可能使用的“可選服務項目”。
簡易版報價單包含兩種格式：按頻率計費和按項目計費。
以頻率計費格式用於合併多個主要服務項目，例如ELP（薪資服務）+ ELV（增值稅服務）+ ELE（費用合規性檢查）+ TRD（業務流程外包服務）+ GLA（會計服務）+ ELY（年度稅務申報服務）等等。
由於不同服務項目的收費項目參數（例如員工人數+交易次數等）基本上相同，我們將以相同的付款頻率和收費項目合併計算費用。
它顯著簡化了報價費用結構，並讓客戶了解參數變化（例如員工人數+交易次數+等等）時的預估費用金額。
由於服務項目結構調整，需要修改FrequencyNote。
>>KQ-D 報價單>>FrequencyNote>>Check Item Frequency Used
This function is used for generate required FrequencyNote in this quotation project, which are composed by Main Service Item code intersected with 5 kinds of frequency period like monthly, bimonthly, quarterly, semi-yearly, Once a year. It will be shown by marked “V” in “Used” field.
此功能用於在此報價項目中產生所需的頻率備註，該備註由主服務項目代碼與 5 種頻率週期（例如每月、每兩個月、每季、每半年和每年一次）組合而成。它將在“Used”欄位中以標記“V”顯示。
>>KQ-D 報價單>>FrequencyNote>>Check Item Frequency Used>> Edit
Then you can Then click “Edit” to enter it for editing, modifying, revising.
Three ways to do Edit:
–you can use “telescope image” to find out the contents of past quotation projects., copy it and revise it and Save it.
–You can use “Fill In All ItemNote” and then revise it and save it.
–You can use “Fill In All Item Description” and then revise it and save it.
然後您可以點擊「編輯」按鈕進行編輯、修改或修訂。
三種編輯方式：
–您可以使用「放大鏡」功能檢視以往報價項目的內容，複製並修改後儲存。
–您可以使用””Fill In All ItemNote”功能進行修改並儲存。
–您可以使用””Fill In All Item Description”功能進行修改並儲存。

Footer

Footer>>Note (Simple)

Evershine QIS will generate two kinds of version: Simple version and complete version.
This function is specially for simple version.
It is majorly used to describe “Payment Terms” and “contact windows information”.
Evershine QIS 將產生兩種版本：簡易版和完整版。
此功能專用於簡易版。
它主要用於描述“付款條款”和“聯絡資訊”。

Footer>>Brief Procedure

Evershine QIS will generate two kinds of version: Simple version and complete version.
This function are for both simple version and complete version.
If the project is to provide services on company registration or Immigration application or FDA RA or other special industry permit etc , it is used for describing its procedures.
if the project is to provide regular compliance services like corporate income tax, VAT , Withholding Tax, Social insurance, social benefits, labor filing , anti-laundry etc, it is used to describe the Calendar on when to file or report and what kinds of documents.
Evershine QIS 將產生兩種版本：簡易版和完整版。
此功能適用於簡易版和完整版。
如果專案提供公司註冊、移民申請、FDA RA 或其他特殊行業許可證等服務，則用於描述其流程。
如果專案提供常規合規服務，例如企業所得稅、增值稅、預扣稅、社會保險、社會福利、勞動申報、反洗錢等，則用於描述提交或報告的時間表以及所需文件類型。

Footer>>CNS (Reference and Information)

Evershine QIS will generate two kinds of version: Simple version and complete version.
This function are for both simple version and complete version.
It provides Ever-shine subsidiaries list and service locations .
It is to aim let client to be our strength.
Evershine will not only provide the one -stop services in a single country.
This is will enhance client’s trust to Evershine.
And also if they have requirements in other country, they may consider Evershine.
Evershine QIS 將產生兩種版本：簡易版和完整版。
此功能適用於簡易版和完整版。
它提供 Evershine 子公司清單和服務地點。
我們的目標是讓客戶成為我們的優勢。
Evershine 不僅在單一國家提供一站式服務。
這將增強客戶對 Evershine 的信任。
此外，如果客戶在其他國家有需求，他們也可以考慮 Evershine。

Authorization of Individual Project

KO-D報價單 >>Authorization>>
由於 永輝始終承諾對客戶嚴格遵守保密政策，限制相關同事閱讀專案內容，因此請務必確保只有負責的 Evershine 同事才能存取該專案。
您可以查看所有已取得此項目存取權限的使用者。
如果您不希望某人查看此項目，可以將其「Delete」。
尤其是從其他類似項目複製時，先前專案的所有授權使用者都會被複製到新專案中。
可能需要刪除一些先前同事。
相反，如果您想將多位同事指定為授權用戶，可以在他們的姓名前標記“V”，然後點擊“Batch Add Selected”。
如果您想要縮小指定同事的範圍，可以使用“Search User”，然後在他們的姓名前標記“V”，再點擊“Batch Add Selected”。
如果您只想指定一位同事，可以使用“Search User”，找到該同事的姓名後，點擊“Add”即可。
in English :
It is very important to only let responsible Evershine colleagues reach the project due to Evershine always commit the clients to adopt confidential policy to limit relavant colleagues reading it.
You can see all users who are already authorized to see this individual project.
If you are not going to let some one see this project, you can “Delete” it.
Especially, when you copy from other similar project, all authorized-users of previous project are carried to be new-project authorized-users.
Maybe some previous colleagues need to be deleted.
Contrarily, when you want to assign several colleagues to be authorized users, you can mark “V” in front of their names, then click “Batch Add Selected”.
If you want to narrow down scope of assign colleagues, you can use ” Search User”, then mark “V” in front of their names, then click “Batch Add Selected”.
If you want to narrow down to assign only one colleague, you can use ” Search User”, then you can see exact name and just click “Add”.

報價單列印

There two kinds of Quotation pdf files.
The first one is Simple version for easier review by clients.
The second one is Complete version with optional Service Items for Engaging use.
Both are the same from terms-wise view-point.
Why we design two kinds of Quotation?
Due to our clients most are stock-listed company , who have law department to review this quotation, it always time consuming for signing new contract.
In order to avoid when new service items occurred . it might not being on time being reviewed on time by client’s’s law department , we include all possible optional service items being used in the future in addition to “Required Service items”
報價單PDF文件有兩種版本。
第一種是簡易版，方便客戶快速審查。
第二種是完整版，包含可選服務項目，方便客戶使用。兩種版本在條款方面完全相同。
為什麼我們設計兩種報價單？
因為我們的客戶大多是上市公司，他們有法務部門審核報價單，所以簽署新合約總是很耗時。
為了避免新的服務項目出現時，客戶法務部門無法及時審核，除了「必備服務項目」之外，我們還包含了未來可能用到的所有選用服務項目。

Complete Version

This Complete version with optional Service Items are for Engaging use.
it is most important function for QIS.
Print Setting>>Complete>> Submit
Use above , you will generate a Complete Version Quotation pdf file.
After you review the printed-out Complete Version Quotation pdf file, when you find out some errors which need to be revised, you use below five clicks to directly go to there to edit or modify it.
此完整版包含可選服務項目，供簽約使用。
這是報價資訊系統 (QIS) 最重要的功能。
列印設定 >> 完成 >> 提交
使用上述步驟，您將產生完整版報價單 PDF 檔案。
列印完整版報價單 PDF 檔案後，如果您發現需要修改的錯誤，只需點擊以下五種連結，即可直接跳到對應位置進行編輯或修改。
<Open for Edit〉
CustomerContact
Introduction
ItemDescription
MainItemDescription
Footer-CNS
>>KQ-D 報價單>>JobAndCharge >>Display>>(All)
通常有許多main Service items 組成一個報價時 ，每個個別的Maim service Item要有一個小計(Subtotal), then Display>>(All) required  mark “v” at Main service items.
假如，只有1-2個main service items， 每個個別的Maim service Item有一個小計(Subtotal)，跟底下合計就重複了，就沒有必要，T　then 就mark “” empty.

Simple-by Frequency Format

Simple version Quotation are for easier review by clients.
This version only include those “Required Service items” , Exclude “optional service items ” which might be used in the future.
It is used for combining several Main Service Items like ELP (Payroll Services )+ ELV (VAT Services) +ELE (Expenses Compliance Check)+TRD (BPO services )+ GLA (Accounting Services)+ELY (Annual Tax filing Services) +……etc.
Due to they always have same parameters of Charge Items , like employee numbers+Transactions Number +Etc, among different Service items , we will combine fee calculation by the same Payment-Frequently at same Charge Items.
It significantly simplify quotation fee structure and let clients understand estimated fee amount when Parameters change,like employee numbers+Transactions Number +Etc.,
簡化版報價單便於客戶審閱。
此版本僅包含“必需服務項目”，不包含未來可能使用的“可選服務項目”。
它用於合併多個主要服務項目，例如 ELP（薪資服務）+ ELV（增值稅服務）+ ELE（費用合規性檢查）+ TRD（業務流程外包服務）+ GLA（會計服務）+ ELY（年度稅務申報服務）+…等等。
由於不同服務項目的費用項目參數（例如員工人數、交易次數等）基本上相同，我們將合併費用計算，並採用相同的付款方式，且費用項目也基本相同。
這顯著簡化了報價單的費用結構，並讓客戶了解在參數（例如員工人數、交易次數等）發生變化時，預計的費用金額。
Print Setting>>Simple-By Frequency >> Submit
Use above , you will generate a Simple Version Quotation pdf file.
After you review the printed-out Simple Version Quotation pdf file, when you find out some errors which need to be revised, you use below four clicks to directly go to there to edit or modify it.
使用上述步驟，您將產生一份簡易版報價單 PDF 檔案。
列印簡易版報價單 PDF 檔案後，如果您發現任何需要修改的錯誤，只需點擊以下四種連結,即可直接跳到對應位置進行編輯或修改。
<Open for Edit〉
CustomerContact
FrequencyNote
Footer-Note
Footer-CNS

Simple-by Item Format

Simple version Quotation are for easier review by clients.
This version only include those “Required Service items” , Exclude “optional service items ” which might be used in the future.
It is used for only one or two Main Service Items, like ELR (Company Registration)+ GTX (GLobal Tax DTA ESG) +ELC(Consulting)+PRA (Product Regulation Affairs FDA)+ELW (Work Permit and Visa Application)+etc.
Its description uses” item-note”, not ” ItemDescription”.
“Itemnote” can be copied from ” ItemDescription” firstlt and then revise it to be short.
That is because Simple Version usually need to be short for easier review by clients.
簡易版報價單便於客戶審閱。
此版本僅包含“必選服務項目”，不包含未來可能使用的“可選服務項目”。
此版本僅適用於一到兩項主要服務項目，例如 ELR（公司註冊）+ GTX（全球稅務雙重課稅/環境、社會和治理）+ ELC（諮詢）+ PRA（產品監管事務/FDA）+ ELW（工作許可和簽證申請）等。
其描述使用” item-note”，而非 ” ItemDescription。
” item-note”可先從 ” ItemDescription”複製，然後再進行精簡。

這是因為簡易版報價單通常需要簡潔明了，以便客戶審查。
Print Setting>>Simple-By Item >> Submit
Use above , you will generate a Simple Version Quotation pdf file.
After you review the printed-out Simple Version Quotation pdf file, when you find out some errors which need to be revised, you use below four clicks to directly go to there to edit or modify it.
使用上述步驟，您將產生一份簡易版報價單 PDF 檔案。
列印簡易版報價單 PDF 檔案後，如果您發現任何需要修改的錯誤，只需點擊以下四種連結，即可直接跳到對應位置進行編輯或修改。
〈Open for Edit〉
CustomerContact
ItemNote
Footer-Note
Footer-CNS

K4 服務項目

QIS Manu >>QIS 服務與收費項目>>K4 服務項目
Evershine QIS is designed to be very powerful knowledge-accumulated system.
QIS is to aim to let all past efforts and practice experiences done by any Evershine Colleagues can be utilized by present clients and future clients when meeting similar scenarios.
In order to achieve this objective, we adopt two measures:
(1) Striclty controll creation of Main Service Items and its Sub Service Items.
(2)The Contents of all same Service Items can be shown out and being refereed and copied it for drafting quotation through telescope image.
Therefore if you can not find out your service items , please adopt below three steps:
Firsrly JobAndCharge >>Display>>Not-Yet-Used
you can use this function to add not-yet-used service items which are existent from copying other Quotation Project.
secondly JobAndCharge >>Append>>(All)
Please see all service items what we have already used them.
You can also review if service items already exist what you required through below linking:
Evershine QIS Service Items List
Thirdly, if really not exist , please discuss with Dale Chen to create them.
Why need to prudently create service items?
If needing creating an new service item, that means it needs to study new government regulations, new procedures, new required documents relevant with it, not only simply create it.
Evershine QIS 旨在成為一個強大的知識累積系統。
QIS 的目標是讓所有 Evershine 同事過去所做的努力和實務經驗都能被現有客戶和未來客戶在遇到類似情況時加以利用。
為了實現這一目標，我們採取了兩項措施：
(1) 嚴格控制主服務項目及其子服務項目的創建。
(2) 所有相同服務項目的內容都可以透過放大鏡顯示出來，供參考和複製，用於起草報價單。
因此，如果您找不到您的服務項目，請依照以下三個步驟操作：
首先，依序點選「JobAndCharge >>Display>>Not-yet-used
您可以使用此功能新增尚未使用的服務項，這些服務項是從複製其他報價項目中建立的。
其次，依序點選JobAndCharge >>Append>>(All)
請查看我們已使用過的所有服務項目。
Evershine QIS Service Items List
第三，如果確實不存在，請與 Dale Chen 討論創建事宜。
為什麼需要謹慎創建服務項目？
如果需要創建新的服務項目，則意味著需要研究新的政府法規、新的流程以及與之相關的新所需文件，而不僅僅是簡單地創建它。

K7 收費別

QIS Manu >>QIS 服務與收費項目>>K7 收費別
when you use below functiom “>>KQ-D 報價單>>JobAndCharge >> Click Sub Service item>> New Charge”, You can chose “Charge Items” through click telescope image beside Charge Type, and If you can not find suitable “Charge Item”, then you can ask Principal Partner Dale Chen to add new one through this function.
Until 2025/11/1, it have around 625 Charge items which can be chosen.
當您使用以下功能「>>KQ-D 報告價格>>作業和收費 >> 點擊子服務項目>> 新建收費」時，您可以透過點擊收費類型旁的望遠鏡圖示來選擇「收費項目」。如果您找不到合適的“收費項目”，則可以請主要合作夥伴 Dale Chen 透過此功能新增新的收費項目。
截至 2025 年 11 月 1 日，約有 625 個收費項目可供選擇。

Ｃlick Telescope Image

In order to refer previous similar-scenarios quotation, Evershine QIS have “Telescope Image” being present in almost anywhere.
You can find out contents what you want and directly copy them to site what you want to locate it.
QIS with this function , let the contents of past quotation project being reused by Evershine colleagues, it has been very helpful. That is why QIS always is so-called as knowledge-accumulating system.
為了方便參考以往類似案例的報價，Evershine QIS 幾乎在所有地方都配備了「望遠鏡影像」功能。
您可以找到所需內容，並直接複製到目標位置。
QIS 的這項功能使得 Evershine 的同事們可以重複利用以往報價項目的內容，非常實用。因此，QIS 一直被稱為知識累積系統。

本網頁撰擬人:

陳中成 Dale C.C. 首席合夥人Principal Partner
DBA, MBA, CPA會計師(台+中+英) / Patent Attorney專利師(台)
Mobile: +886-933920199  
Office: +886-2-27170515 E100  
Wechat ID: evershiinecpa | Line ID:evershinecpa
Linkedin address:Dale Chen Linkedin  
E-mail: dalechen@evershinecpa.com

https://www.youtube.com/watch?v=eI7z1q4JUcw影片檔
https://www.youtube.com/watch?v=9VNairMAsRc Podcast