Front Office

Employees

• Configure Employee Record to Include Tips
• Employee Payroll - Accrual
• Employee Payroll - Tax
• Employee Requirements
• Add to Favorite (Employee)
• Add Unemployment Wizard

See all 62 articles

Customers & Agencies

• Add Department
• Add Department
• Add to Favorite
• Agencies & Deduction Authority
• Agency - Search
• Agency Check

See all 53 articles

Contacts

• Agency Contact
• Agency Contact Method
• Agency Transaction
• Contact - Search
• Contact Actions Menu - Web Login
• Contact Address

See all 29 articles

Orders & Assignments

• Assignment Detail
• "PO Number" and "PO #" Usage
• Add a Credit Card
• Assign Employee to Assignment
• Assignment Dates
• Assignment Extra

See all 85 articles

Troubleshoot

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

FAQs

• Front Office FAQ
• 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

See all 10 articles

Favorites

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

See all 7 articles