Front Office

Employees

• Configure Employee Record to Include Tips
• Federal W-4 & Tax Set Up
• Employee Requirements
• Employee Payroll - Accrual
• Employee Payroll - Tax
• Weighted Average Overtime Calculation Examples

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Customers & Agencies

• Share Customer
• Add Department
• Customer - Search
• Customer Sales & Service - Create a Time clock
• Agency - Search
• View Transactions

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Contacts

• Contact - Search
• Contact Actions Menu - Web Login
• View Customer/Agency
• Share Contact
• Link Customer
• Log Message

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Orders & Assignments

• Assignment Detail
• Configure Invoice Extras (Config)
• Configuring Pay Basis
• Order Assignment
• Order Summary
• DH Order - Search

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Troubleshoot

• Adjusting Advance Bank in v14.2+
• All WcCodes are Displaying in an Order
• Deductions Not Calculating as Expected

FAQs

• Front Office FAQ
• New Message Wizard
• Skills Wizard

Email

• Mass Mail - General
• Add or Modify Email Profile
• Email - Profile (Versions 15.1 & Newer; Hosted)
• Email - Template
• Email - Home
• Mass Mail - Add Item

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Favorites

• Favorites Overview
• Add a Favorites Group
• View a Favorites Group
• Add to Favorite
• Favorites - Home
• Favorites - Detail