Customer Success Team
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StaffingPlus Portal
Overview Logging into the Portal Navigating the PortalUsing the Schedule Page Schedule Settings & Google Integration OverviewWith the StaffingPlus add-on, any contact assigned a labor/staffing r...
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Multiple Merchants for PayEngine
Introduction Creating Additional Merchant Accounts Mapping Merchants to Corporate IDs Next Steps Introduction This article covers how to connect more than one PayEngine Merchant account to Flex...
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Adjusting Settings for Docusign
Introduction Understanding Email Settings Next Steps Introduction This article covers settings that can be adjusted any time after connecting Flex to Docusign. Settings for Authorizations and Ac...
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Receiving a Transfer Order
Overview Receiving from a Transfer Manifest Undoing a Scan Finalizing a Received Transfer Manifest Overview After a Transfer Order has been prepped, it can be shipped to the destination warehou...
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Troubleshooting QuickBooks Desktop
Introduction Diagnosing the Problem Web Connector Errors QuickBooks Errors Flex Errors Introduction With QuickBooks Web Connector, QuickBooks Desktop, and Flex all working to communicate your in...
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Disconnecting Flex from Google Calendar
Introduction Disconnecting Your Google Account Next Steps Introduction This article will walk through how to unlink a Google Calendar account from Flex. Doing so severs the connection between Fl...
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Configure Which Locations, Corporate Identities, and Departments Show on a Calendar
Overview Configure Which Locations Show on a Calendar Configure Which Corporate Identities Show on a Calendar Configure Which Departments Show on a Calendar Overview When you click the Edit Cal...
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Sending Invoices from Flex to QuickBooks Online
Overview Using the Workflow to Export to QuickBooks Online Exporting Other Elements to QuickBooks Online Overview Invoices are sent from Flex to QuickBooks Online using the element workflow. If ...
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Building a Quote (Video)
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Security Practices for Barcode Printers
General Printer Configuration Review the manufacturer’s documentation for information about securely configuring your printer. Change the default username and password for accessing your printer’s...