Accounts

Account User Defined Fields
User Defined Fields User defined fields can be created on an Account Profile if you need additional fields to the 3 system defined Reference fields. The us...
Fri, 28 Oct, 2022 at 3:30 PM
Standard Invoice templates
What follows is a list of invoice templates you can request in order to meet your invoicing requirements. Modifications to these templates can be done for a...
Mon, 9 Nov, 2020 at 9:54 AM
Add Item Workflow
Add Item Workflow A Add Item Workflow, a list of tasks or steps used by the driver when adding/editing an item, can be created on the Account Profile. This...
Wed, 29 Jan, 2020 at 4:55 PM
Notification Template
User guide coming soon.
Mon, 9 Nov, 2020 at 5:32 PM
How to verify if a SMS Notification will require more than one segment
Depending on the length and the characters used in your SMS Content Template, you may be charged for multiple SMS segments.  To do a quick verification,...
Wed, 28 Apr, 2021 at 5:47 PM
Delivery Workflow
Delivery Workflow A Delivery workflow, a list of tasks or steps, can be created on the Account Profile. This workflow is used in the Driver App when a driv...
Mon, 10 Feb, 2020 at 5:00 PM
Pickup Workflow
Pickup Workflow A Pickup workflow, a list of tasks or steps, can be created on the Account Profile. This workflow is used in the Driver App when a driver s...
Mon, 29 Jun, 2020 at 11:20 AM
Transactions
Transactions and Invoices In previous version, payments on invoices were done through an accounting application and those payments were then either manuall...
Fri, 28 Oct, 2022 at 3:29 PM
Content Template
User guide in progress.
Fri, 24 Mar, 2023 at 9:01 AM
Stripe Keys
Get Stripe Keys for Test: Open Stripe On the right hand upper side click on Developers.  Move slider to Test: In the window, click on the API ...
Mon, 26 Feb, 2024 at 11:49 AM