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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...
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Structure / Availability Settings
Overview Inventory Presets Tracked by S/N Model Container Unit Container Contents Available Contents Permanent Free Pick Container Virtual Item Overview The Structure/Availability settings are s...