Peter Link
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Recent activity by Peter Link Sort by recent activity-
Income sorted by client
Is there a way to run a report that will show a list of clients based on the invoiced totals? for example. I would like to know the top 10 clients that do business with us and can that report give ...
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Automated Deposit Due report
I am setting up a deposit due report to generate weekly on Tuesday mornings. When we tried it out, It also in included deposits due from YEARS ago. How would I filter this so the auto report only l...
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Inventory Report based on Purchase date
How would I generate a report based on an inventory model serial number purchase date, when there is not a PO associated with it. When we added the serialized model into Flex, we also added a date ...
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Increasing all pricing at one time...i.e. increase everything 2%
Anyone know if there is a way to do an across the board price increase, instead of doing it within each individual item?
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Adding a second page to a deposit invoice
I would like to add 2 extra pages to the end of the deposit invoice report that will automatically be within the report. One is a payment options pdf with links to pay and the other is a W9. How wo...
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Docusign Sending Working View for Client to sign instead of Client View
When I look at "Preview in Docusign", the pdf that would be going to the client is the "working View". We want the "Client View" to be the one for the client to sign. How do we change that? We don'...
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Changing GL accounts for Service Offerings
In Flex 4 there was a "GL Account" tab next to the "Pricing" tab when in an opened service offering. That tab doesn't exist in Flex 5. How to I change those GL accounts now for those offerings? It ...
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Free Scan Out
The free scan out comes in handy sometimes for specific things. I do find that it has a flaw. There should be a window that pops up that will allow you to write a description of where it went. This...
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Determining rental piece cost
How do some of you determine your inventory item cost per rental? Curious how some of you might come up with your number. Do you use a specific formula? We have tried a few different ideas, but jus...
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Setting a default deptment
Is there a way to set a department as the default when building a new quote, instead of having to click the menu to chose one? I've looked around, but have yet to find a place to set that, if there...