TABLE OF CONTENTS What is a Service? Creating a new Service Triggered Jobs Adding filters Choosing how far ahead jobs will show What is a Servic...

This guide will show you how to create a service that includes jobs that repeat at different frequencies.  We will use adding a bookkeeping service and ...

It's quite simple: Services need to be switched on (by you) for each client who gets that Service - e.g. accounts production Automatic ser...

You can use the importer tool in Senta to add services to existing client records. Once you have client records created in Senta, you can update/remove...

Adding the fields First we will have to add the extra fields to the service/payment form.  1) Go to Settings > Form > Services/Payment 2...

This article will give you step by step instructions on how to configure weekly + monthly payroll frequency for your clients.  Adding the lookup Go ...

If a client no longer needs a service you are providing for them, you can easily untick it from the services tab on the client page. Just click on "...