Customer Success Team

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  • 0.27.76

    What's New in Version 0.27.76 (release date 2023-02-16) Implemented the ability to merge duplicate contacts. Implemented the GL Accounts tab for Services. Implemented the "Birthday" field for cont...

  • QBWC1039 - Web Connector Error

    Unable to add FileID to company file for this Application Error message received from QuickBooks was <If the QuickBooks company data file is not open, a call to the "BeginSession" method must inc...

  • Virtual Items

    Overview Creating a Virtual Package Creating a Virtual Model Building Virtual Models and Packages How Virtual Item Quantities are Calculated Overview There are two types of virtual items that yo...

  • Containers and Packages

    Overview Serialized Packages Serialized Storage Overview In Flex, you can virtually build containers and packages in the same way that they are built physically. For example, if you have an amp ...

  • Numbering Schemes

    Overview Adding a Numbering Scheme Editing Numbering Scheme Settings Deleting a Numbering Scheme Undeleting a Numbering Scheme Overview Numbering Schemes are a way that you can organize resource...

  • 0.27.75

    What's New in Version 0.27.75 (release date 2023-01-26) Implemented Element Definitions > Equipment List Options and Views tabs (previously "Document Views"). Implemented System Settings > Sensiti...

  • 0.27.74

    What's New in Version 0.27.74 (release date 2023-01-06) Implemented Element Definitions > Shipping & Receiving and Contact List Report tabs as well as additional Line Item Options (previously "Exp...

  • QuickBooks Desktop | Overview and Key Concepts

    Introduction How it Works Next Steps Introduction Flex integrates with QuickBooks Desktop so you can combine the strength of Flex's inventory management with the accounting software you're accus...

  • Running the LASSO Export Report

    Overview Enabling the LASSO Export Report Running the LASSO Export Report Matching Fields Between Flex and LASSO Importing the LASSO Export Report Into LASSO Overview Flex has partnered with LAS...

  • 0.27.73

    What's New in Version 0.27.73 (release date 2022-12-15) Implemented Element Definitions > Copy Targets and Custom Rows tabs. Implemented Google Calendar integration. Implemented Projects > Email T...