Before you start using the time report, a number of settings need to be made. All settings described here require admin permissions. Step 1Set time report permissions to your self Go to the Group Settings page and click on your username. Look for the heading TIME REPORT. If you need…
New Service object setting – Force overlapping service intervall The new service object setting “Force overlapping service intervals” is checked by default and if the intervals do not overlap you will receive a warning. You can read more about service intervals in the article about adding a service object. If…
New settings in the Planner To speed up the Planner, we have added a new setting under the “gear” – Auto update planner. Mark this setting when you need the planner to always be up to date, for example if you have the planner on a TV screen, if you…
Where does the price come from? There are many settings which can affect the price you see or don’t see. It could be: First some basic settings I don’t see any prices! If you don’t see any prices on articles or printouts then the explanation is probably in a setting…
This documentation describes how to import service objects into the system using an Excel file. For it to go smoothly, it is important that the Excel file is correctly formatted and contains the necessary information. Tip Preparation of the Excel file General structure Column headings and accepted names The table…
Create template for order confirmation Now you can create your own template for your order confirmations for work orders. Use the same tags as for work order templates. Here you will find all tags. Upload the template under Group settings – Module settings – Work order settings. (Admin permissions required)…
News regarding Quotation The start page for Quotation has become a little more like orders. Not working? When you now click on “Not worked” in the time report, a time line is automatically added with the number of hours you are employed (e.g. 8 hours). Then select the type of…
Step 1. Activate the function Start by activating the “Invoiced to” function. You do this under Group settings – Module settings. To activate the setting, you need to have admin permissions.You mark the setting on the functions the field “other customer” should show. Step 2. Add customer Enter the customer…
Create filters in the Planner This works in the same way as all other places where you can create and save filters as default or favorite. How to create and save filter in the Planner From before, your favorite filters created in To do are also in Planner – Resource….
Under many functions you can download/export an Excel file with orders and items. In Group Settings – you can choose to receive these as csv files instead. Then uncheck under Group Settings – Export to Excel. The change requires admin permissions. If that option is available, you will see this…
