Customer Success Team
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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...
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Search for an Event Folder
Overview Searching from the Resource Browser Searching from the Projects Menu Overview There are two ways to search for Event Folders in your Flex system that don't involve needing to locate the...
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Searching for a Pull Sheet
Overview Searching from the Resource Browser Searching from the Projects Menu Adding and Editing Columns on the Pull Sheets Search Page Overview There are two ways to search for Pull Sheets in y...
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Searching for an Invoice
Overview Searching from the Resource Browser Searching from the Projects Menu Adding and Editing Columns on the Invoices Search Page Overview There are two ways to search for Invoices in your F...
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Searching for a Quote
Overview Searching from the Resource Browser Searching from the Projects Menu Adding and Editing Columns on the Quotes Search Page Overview There are two ways to search for Quotes in your Flex s...
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Adjusting Settings for PayEngine
Introduction Understanding Payment Links Email Settings Automated Communication Automated Fee Calculation Next Steps Introduction This article covers settings that can be adjusted any time after...
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Adding Daily Shifts to a Contact List (Crew Call) Line
Overview Adding Shifts to a Line Item on a Contact List (Crew Call) Line Removing Shifts From a Line Item on a Contact List (Crew Call) Line Bulk Adding Shifts to Multiple Line Items on a Contact ...
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Disconnecting Flex from Docusign
Introduction Disconnecting Your Docusign Account Next Steps Introduction This article will walk through how to unlink a Docusign account from Flex. Doing so severs the connection between Flex an...