-
Last Updated: 02/04/2025
in Operations Home Split Orders
Pathway: Accounts > Search > Work Order/Invoice/Reference/PO The following article details how to create split orders. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to th...
-
Last Updated: 04/25/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax cl...
-
Last Updated: 02/12/2025
in Sales Home Rate Update Batch
Pathway: Sales > Rate Update Batch The Rate Update Batches tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch rates are updated in: Site Serv...
-
Last Updated: 02/26/2025
in Setup Home Accounting The following setup must be complete to process a credit request on an invoice. Permissions Required Review the following permissions required specific to credit request processing and it's setup. Permission ID Permission Name...
-
Last Updated: 02/05/2025
in Setup Home Accounting Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, etc) that are applicable to accounts. Taxes added here are not individually assigned to accounts/sites and must be added to a Tax Region for...
-
Last Updated: 03/13/2025
in Accounting Home Pathway: Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created in...
-
Pathway: Reports > Standard Reports > AR > Operations Report The Operations Repor t offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze t...
-
Last Updated: 02/07/2024
in Accounts Home Account Menu Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...
-
Last Updated: 02/04/2025
in Setup Home Account
Pathway: Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...
-
Last Updated: 09/09/2024
in Sales Home Pipelines
Pathway: Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...