Employees

• Certificate of Non-Residency Configuration
• Configure Employee Record to Include Tips
• Federal W-4 & Tax Set Up
• Add Unemployment Wizard
• Create/View Employee
• Set Tax Exemptions for Employees Who Have a Taxable Wage

See all 62 articles

Customers & Agencies

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

See all 55 articles

Contacts

• Contact - Search
• Contact Actions Menu - Web Login
• View Customer/Agency
• Send Email
• Share Contact
• Refresh

See all 34 articles

Orders & Assignments

• Order Assignment
• Order Summary
• DH Order - Search
• Order - Master Order
• Order - Create a Master Order Status
• Order - Search

See all 91 articles

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

See all 11 articles

Favorites

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