Customer Success Team

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  • 0.26.17

    What's New in Version 0.27.17 (released 2020-5-27) Implemented the ability to create a new inventory model by right-clicking on an inventory group folder Implemented the ability to create a new...

  • 0.26.1

    What's New in Version 0.26.1  Bulk NSB Prep bug fix. Added call out to log in screen for added user clarity. General UI improvements.  What's New in Version 0.26.1.1 LG phone fix. App will now r...

  • Creating an Invoice

    Overview Creating a New Invoice Editing Invoice Details Adding Child Elements to an Invoice Deleting an Invoice Undeleting an Invoice Overview An Invoice is typically created from a Quote and ca...

  • Creating a Rental PO

    Overview Creating a New Rental PO Editing Rental PO Information Deleting a Rental PO Overview A Rental PO is a financial element in Flex that allows you to add items that you will be renting ...

  • Creating a Purchase PO

    Overview Creating a New Purchase PO Editing Purchase PO Information Deleting a Purchase PO Overview A Purchase PO is a financial element in Flex that allows you to add items that you will be pu...

  • Creating a Quote

    Overview Creating a New Quote Field Definitions  Editing Quote Details Adding Child Elements to a Quote Deleting a Quote Undeleting a Quote Overview The Quote is the main financial document in F...

  • Adding and Editing Inventory Models

    Overview Creating a New Inventory Model Field Definitions Editing an Inventory Model Uploading an Inventory Model Image and Files To upload an image to an Inventory Model: To upload a file(s)...

  • Connecting Flex to PayEngine

    Introduction Information Required for your PayEngine Merchant Application Connecting to Your PayEngine Account Configuring the Basics Next Steps Introduction This article covers the basics of ge...

  • Email Templates: Call Times Details field format mask options

  • Staffing Settings

    Overview Authorizations Staffing Assistant Plus Assignment Dashboard Crew Dashboard Overview The Staffing Settings page includes relevant settings for the StaffingPlus add-on. You can access the...