Customer Success Team
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Default Home View
Overview Setting a Default View on the Home Tab OverviewThe default Home view setting controls which tab appears first when a user logs into the system. For example, an inventory manager might set...
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Disconnecting Flex from PayEngine
Introduction Disconnecting Your PayEngine Account Next Steps Introduction This article will walk through how to unlink a PayEngine account from Flex. Doing so severs the connection between Flex ...
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Sending Purchase Orders from Flex to QuickBooks Online
Overview Using the Workflow to Export to QuickBooks Online Enabling the Confirmation Popup in Flex Exporting Custom Purchase Order Elements to QuickBooks Online Overview Purchase Orders are sent...
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Inventory Depreciation
Overview Enabling Inventory Depreciation Fields Entering Depreciation Information on Inventory Models Entering Depreciation Information on Serial Units Bulk Editing Serial Unit Depreciation Fields...
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Quick Links
Overview Configuring Quick Links Overview The Quick Links page is a feature on the Home tab that provides fast access to commonly used functionalities and actions in Flex. It is organized into t...
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GL Account Hierarchy When Exporting to QuickBooks Online
Overview GL Account Hierarchy When Exporting to QuickBooks Online Where You Can Set GL Accounts in Flex Overview When you export a financial document (Invoice, PO, Payment, etc.) from Flex, each...
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Password Policies
Overview Creating a Password Policy Entering Password Policy Details Enabling a Password Policy Deleting a Password Policy Overview Password policies are a set of rules that determine the types ...
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Dashboards page (on the Main Menu)
Overview Navigating DashboardsHow Filtering Works Exploring the Dashboards Tabs OverviewThe Dashboards page is currently in its early stages and is designed to give you actionable insights int...
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Retrieving Payments from QuickBooks Online
Overview Retrieving Payments from QuickBooks Online Overview If you have exported an Invoice from Flex to QuickBooks Online then created a payment for that invoice in QuickBooks Online only, you...
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Setting a Bill Rate for a Specific Skill on a Contact
Overview Setting a Bill Rate for a Specific Skill on a Contact Overview As part of the Staffing Plus add-on, you will have the ability to set a bill rate for specific skills on a contact entry. ...