Popular Articles

  1. Release Notes: 06/22/2018

    Enterprise Improvements: Optimized the employee merge procedure to correctly handle custom data. When merging employees with custom data attached to them, the merge will only consider property values that ar...
  2. Release Notes: 08/31/2018

    Enterprise New: In a continual effort to deliver the most up to date technology to our customers, we updated our .NET framework to the current version for Enterprise (.NET 4.7.2). As part of this, any self-hosted customers ...
  3. Enterprise - E-Verify Case Search

    What is E-Verify? Enterprise allows users to integrate E-Verify seamlessly into the system for quick and easy processing for employment eligibility.  *Note*  This integration does require additional setup and an existing relationship with E-V...
  4. Beyond - How to Import Email Templates from Enterprise

    How to Import Email Templates from Enterprise into Beyond Email templates are able to be imported from Enterprise in to Beyond. *Note* Email templates created within Beyond will not transfer to Enterprise, and vice versa. In order to use ...
  5. Release Notes: 08/24/2018

    Beyond Improvements: Updated quick view icons to match with the icon of the record users are quick viewing. Optimized the speed at which data list fields are loaded. Added validation when...
  6. Release Notes: 07/27/2018

    Enterprise New: Added a new configuration to allow employers to opt out of Pennsylvania local taxes for residents working out of state based on the guidelines found at: https://dced.pa.gov/local-governme...
  7. Top 25 Customers Report

    Top 25 Customers Purpose: This report shows you your top 25 customers based on their total GP and total sales for a given time period.  Parameters: 1. Branch: A drop- down list of all branches in the user’s current hierarchy. Is a multi-va...
  8. Release Notes: 07/06/2018

    Enterprise New: Added a new configuration called “wc_NS_CreateUserInvitation_MessageActionID”. This is a custom setup used to determine which message action is logged on Employee or Contacts visifile whe...
  9. Release Notes: 01/25/2019

    Enterprise New: Added a drop down list within Customer > Defaults > asg allocations which will allow users to specify a branch for the assignment allocation.   Incomplete transactions tha...
  10. Dispatcher - Close & Clear the Hall

    Dispatcher Clean Up At the end of the dispatching day, you may want to utilize the following options to keep your dispatching space clean and accurate.  Closing & clearing the hall is the last step in the Dispatcher timeline: Closing Ticket...