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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. ...
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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...
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Creating a Labor PO from a Crew Call Line Item
Overview Creating a Labor PO from a Crew Call Line Bulk Creating Labor POs from Crew Call Lines Changing the Labor PO Target Overview As part of the Staffing Plus add-on, you will have the abili...
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Pricing Models
Overview Adding a Pricing Model Editing a Pricing Model Creating Tiers for a Tiered Pricing Model Overview You can set up multiple pricing models in your Flex system and use them on financial el...
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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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Inventory Tree
Overview Right-Click Inventory Availability Viewing Inventory Group Availability Overview Your inventory is organized into an inventory tree located in the left-hand menu (called the Resource Br...
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Scheduled Inventory Counts - Learning Video
Return To Article Overview In this Long-Format learning video with Chris Stein, we cover the theory, applications, and hands-on use of the Scheduled Inventory Counts feature within Flex5.
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Scheduled Maintenance
Overview Enabling the Scheduled Maintenance Feature Setting up Scheduled Maintenance on an Inventory Model Viewing Scheduled Maintenance Information on a Unit Running Scheduled Maintenance Report...