Kate Gogolen

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Última actividad de Kate Gogolen

  • Kate Gogolen hizo un comentario,

    1. Comunidad
    2. Accounting
    3. Melio for payments and deposits

    As everyone else has mentioned we do multiple quotes in an event folder due to the line limits. That has been our biggest headache from the beginning. Dave Champagne we do not use Melio, but I actu...

  • Kate Gogolen creó una publicación,

    Flex Spring Clean Webinar - Unreturned Manifest

    1. Comunidad
    2. Flex Video Series

    I was watching the first part about cleaning up the unreturned manifest. I followed along with Nick's and noticed that the 2 check marks in the upper right corner he marked on the manifest is faded...

    • Kate Gogolen
    • 3 seguidores
    • 1 comentario
    • 0 votos

  • Kate Gogolen hizo un comentario,

    1. Comunidad
    2. Quotes
    3. Default Terms and Conditions with T&C Prompt

    I'm looking to do something similar as the original person however I'm not sure how to go about doing it. I've tried to find videos on their YouTube page and there is nothing that will help. Aaron ...

  • Kate Gogolen creó una publicación,

    Quotes Summary by User - Null

    1. Comunidad
    2. Reports

    I'm trying to run the quotes summary by user for the entire year of 2021. When I entered in the users they are all coming up with null on the report and nothing listed. There is only 1 person that ...

    • Kate Gogolen
    • 1 seguidor
    • 0 comentarios
    • 0 votos

  • Kate Gogolen hizo un comentario,

    1. Comunidad
    2. Reports
    3. Tax Exempt Report

    Thank you for trying to help but like so many other things it doesn't work. I got this exception when I tried to run it in Flex 5. Tried Flex 4 and the error below. 

  • Kate Gogolen creó una publicación,

    Tax Exempt Report

    1. Comunidad
    2. Reports

    I would like to run a report that will list our clients that currently set with default terms of tax exempt. Something similar to the expired insurance report. Every year we have to collect resale ...

    • Kate Gogolen
    • 2 seguidores
    • 3 comentarios
    • 0 votos

  • Kate Gogolen creó una publicación,

    Value of Equipment Report

    1. Comunidad
    2. Reports

    I have a client who is asking for the value of the equipment we are using at their next event. I've looked and can not find a report of what the value of the gear is and only the gear on that quote...

    • Kate Gogolen
    • 2 seguidores
    • 1 comentario
    • 0 votos

  • Kate Gogolen hizo un comentario,

    1. Comunidad
    2. General Discussion
    3. E-Signatures

    Thank you for your quick response. That's unfortunate though.    Kind Regards,  Kate

  • Kate Gogolen creó una publicación,

    E-Signatures

    1. Comunidad
    2. General Discussion

    I'm wondering if anyone knows if Flex integrates with an e-signature plan? I was told that another company uses Pandadoc but will be switching to Adobe Sign, however I don't see Flex Rental listed ...

    • Kate Gogolen
    • 3 seguidores
    • 3 comentarios
    • 1 voto