Updated Articles

  1. Beyond - Fields that Sync with Sense Updated

    Once the setup for Sense has been completed, information from Beyond will automatically sync to Sense for texting and engage automation. The following record types are synced to Sense: Employee  Customer Contact Job Order Assignm...
  2. Beyond - Managing Your Service Representatives Updated

    When you hire a new service rep or when an existing service rep changes roles, locations, job functions, etc. you may need to update their access in Beyond. Your service reps include anyone using Beyond.  This article will review the different...
  3. Beyond - Managing Security Groups Updated

    What are Security Groups?  Security groups allow you to set security permissions for each user within Beyond. *Note*  Security settings in Enterprise (Sec Roles) is separate from security in Beyond (Security Groups). When editing, a...
  4.  Enterprise - How to Recast an Invoice

    What Does it Mean to Recast an Invoice? Recasting an invoice will update any non financial data such as; department name, supervisor name, PO number (from assignment), cost center (from timecard), job title, employee name, report to, remit address,...
  5. Release Notes: 01/28/2022 New

    The first month of 2022 is coming to a close and we've got plenty of updates to lead us into February. This release brings updates to default paycheck reports, new options for creating Security Groups in Beyond, Employee Required Documents fiel...
  6. Beyond - Creating Security Groups with Advanced Permissions New

    Overview Beyond allows for the creation of highly customized Security Groups which include precise restrictions for Service Reps within your system. This article will outline the process to create a new Security Group using Advanced Permissions ...
  7. Off-Cycle Release Notes: 01/20/2022

    This off-cycl e release includ es a fix to the 1095-C Survey in Enterprise along with additional fixes to Year End items. *Note*  For all self-hosted clients, hotfixes will need to be installed for Year End fixes to be applied to your sys...
  8. Off-Cycle Release Notes: 01/19/2022

    This off-cycl e release includ es the addition of the Connecticut Paid Family Medical Leave (CTPFML) tax to Box 14 of the Employee’s W2. *Note*  For all self-hosted clients, hotfixes will need to be installed in order for the the ad...
  9. Beyond - E-Verify Case Search

    What is E-Verify? Beyond 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 wi...
  10. Beyond - Resetting E-Verify Passwords

    What is E-Verify? Beyond allows users to integrate E-Verify Seamlessly into the system for quick and easy processing for employment eligibility. During the integration process users will setup an E-Verify account and password within the administrat...