You may have noticed that sometimes the changes made at the Enterprise location take some time to copy down to the location when applicable of course. That is because by default the server is set to update/refresh every 15 minutes. You can however, speed up the data transfer by opening up a Contact ...

We outsource our payroll, but we would like to input payroll expense so we can get a better understanding of our cost of doing business. If so where would we do this? You have several options regarding entering the payroll from the third party payroll company, however just entering the expenses is n...

Parts Tech - Cloud based Auto Parts Ordering where one search shows you live inventory from multiple parts suppliers in one look up now available in Enterprise Pro! Click on the following link to watch a brief video of how it works and setup instructions: https://www.youtube.com/watch?v=r2Rz9eZ3Yes...

If you are experiencing an issue where the yellow sticky note is stuck on the work order window and you cannot move it out of the way the you will need to perform the following fix: IMPRTANT NOTE: Please be advised that you are going to be required to go into the Registry so if you are not comfortab...

NAPA in the USA are now sending out Credit Cards for warranties of parts and/or labor. For those shops that are using the integrated payment processors follow the steps below: SETUP: Go to NAPA contact card and create a NAPA Receivable Account Go to SETUP from home ribbon | Payment Methods | Create ...

Please find attached; Documents that will walk you through adding a location entered inventory part to the Enterprise location so it will be seen in an inventory transfer. Also included is a document that will show you the General Ledger entries throughout an inventory transfer. then of course the s...

Ledger Entries for Returns, Delete Lost item and Recounts I went to an inventory material card and returned a part and the entries are as follows: • Credit to the Inventory Item asset ledger account • Debit to Returned Items ledger account Then I went to the Purchases module | Returned Items | Item...

For shop's who own their own Domain ( example; ABCSHOP.COM) there is a simple method created to update the SPF Record to allow these emails hosted on their domain to send and receive in Enterprise Pro. Please provide the following instructions below to the shop's Domain Host Provider: Please add "in...

The following is a work around that must be setup and done prior to posting a work order to an invoice: Typically, this is a request from a shop who want pass business charges for processing credit cards onto the customer by adding an upcharge for Credit Card payments, and applying a discount when p...

There currently is not a report to be able to view what is in the Supplier Invoices Not Yet Posted ledger account aside from an account journal. There is a work around where you can get a detailed view of the entries in the ledger account: Go to Purchases on the home ribbon | Supplier Invoices | Bat...

If you received two parts on a single material line and you need to return one you will need to create a Credit Slip by going to Work Order on the home ribbon | New Credit Slip | Search by Contact / Service Item or Invoice # | Select the option " Reverse Selected Invoice Lines" | click " Select Line...

How To Request an AR Payment using Text-to-Pay: 1) Go to Accounting module on the home ribbon 2) Select the Receivable Tab 3) Search for the account you'd like to take payment on 4) Click Make a Payment 5) From the drop down select Request a Payment 6) Enter Amount you'd like to request 7) Send 8) C...

Employee leaves the shop with an outstanding Payroll Advance, and final check wouldn't cover the amount owed so employee paid the debt with his Debit Card and the shop processed the payment in the employee's Receivable Account. Now there is a Credit for the payment amount sitting in the employee's R...

The options to post a Warranty Claim is directly to the Shop Bank Account , Shop Credit Card or to the Supplier's Payable account to be applied as a credit upon approval, then reconciled. The following is a work around for a situation when a Supplier wants to pay for a Warranty Claim using a Company...

December 6th, 2020 is the planned roll out date for the Text 2 Pay feature in Enterprise Pro. This requires a monthly fee based subscription with 360 Payments ( Integrated Third Party Payment Processor Vendor) and very little setup. In keeping up with how people communicate these days and the fast g...

Because you cannot really move location bank Accounts & Credit Cards to the Enterprise location you will need to: 1) Go the Enterprise location 2) Enterprise Setup from the home ribbon 3) Select Bank Accounts from the left panel 4) Click Add on the ribbon 5) Create name of new Enterprise bank accoun...

For example: If location # 1 has an open Work Order, they defer some of the work, then post to an invoice for the other services or repairs, customer goes to location #2 and they create a new work order for the same customer will the deferred work show up and is it transferable to the new work orde...

Question: We are a multi location Enterprise using Enterprise Pro, our IT Department is running all of our computers under a Citrix Systems environment and every morning our Email settings are disappearing. We are looking for a resolution for this; please advise if the email settings are stored loc...

You will go to Setup from the home ribbon. Select Tags from the left panel Click the drop down arrow next to Target to select Labor Line Click Add on the ribbon Type a Name for Tag ( I.e Tax Exempt Inspection, etc. ) Click Ok Next, from in the Setup type Inspection in the search field Select Inspect...

Go to Setup from the home ribbon Type Print in the search field Select Print Documents from the left panel. Click on the drop down arrow to change the Type from Default to Work Order ( or which ever one you are editing) Click on the drop down arrow to select the Template Edit from the ribbon To make...