For data integrity purposes, Enterprise does not allow contact records to be deleted. Instead, they can be: Deactivated Updated to a new status Connected to a different customer record Deactivate the Contact: Navigate to the visifile of ...
Whether you are a new user or a seasoned Enterprise expert, this document will show users some of the best tips for navigating through the system. This article includes: Record Organization: Look to the left! Icons Overview Utili...
*Note* - If you are interested in utilizing the Buzz TM app as an employer, please contact your TempWorks Account Manager. To learn more about how to setup timeclock punches in Buzz check out Setting Up Buzz TimeClock Options . Buzz & Fac...
What Are Interest Codes? Interest codes allow you to tag customer (and contact) records with different interests and requirements. Interest codes are searchable and reportable and only take seconds to add to a record so they can be extremely power...
What is Master Tax? Master Tax is a 3rd party resource to assist in payroll tax filings. There are two types of file exports (PTS & RTS) built into Enterprise which allow us to import data from Enterprise into Master Tax. This data allows you to ge...
What are Security Groups? Security groups are a new way in handling permissions and reports for our next generation products that make APIv3 calls, such as Beyond. This process is distinct and different from security roles and are not interchangeab...
Do you have one, two, or a handful of invoices that are carrying a small or next-to-nothing balance? One option that you have when it comes to short paid invoices is to write off that small balance within the AR module of Enterprise. *Note* ...
Why Undo a Check Correction? Users may utilize this function if you've already made check corrections such as a void, or void and reverse and wish to undo that action. Keep in mind that undoing check corrections that weren't made the same day can c...
What is a Customer Record? Customer records in Beyond include prospect, current, and past customers you have worked with. These records allow you to track customer information, sales process, & order defaults. Creating a customer record within ...
When to move a contact: The contact was created at the wrong department. For example, let's say you added a new contact and listed them as the Hiring Manager for the Customer Service Department, when they should have been added as the Hiring...