Customer Success Team
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Sending Payments from Flex to QuickBooks Online
Overview Using the Workflow to Export to QuickBooks Online Send Payments to QuickBooks Online Automatically when Exporting an Invoice Overview Payments are sent from Flex to QuickBooks Online us...
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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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Flex4 Retirement
Overview Stage One: Flex4 Flash Retirement Stage Two: Flex4 Backend Retirement Deprecated Features Overview The retirement of Flex4 is being completed in two stages. The Flex4 Flash applicatio...
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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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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. ...
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Troubleshooting QuickBooks Online
Introduction Diagnosing QuickBooks Online Problems QuickBooks Errors Flex Errors Introduction With QuickBooks Online and Flex working to communicate your information back and forth, troubleshoot...