Creating, editing and adding services

Creating new Services
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...
Mon, 30 Nov, 2020 at 3:51 PM
How do I set up a job that repeats as part of a service?
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 ...
Mon, 30 Nov, 2020 at 3:51 PM
What is the difference between Services and Automatic Services?
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...
Fri, 20 Mar, 2020 at 11:42 AM
Adding services in bulk
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...
Fri, 15 Jan, 2021 at 4:18 PM
Adding fees fields on the services/payment tab
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...
Fri, 15 Jan, 2021 at 4:17 PM
Clients with both weekly and monthly payroll
This article will give you step by step instructions on how to configure weekly + monthly payroll frequency for your clients.  Adding the lookup Go ...
Mon, 30 Nov, 2020 at 3:52 PM
How do I turn off a service for a client?
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 "...
Fri, 14 Feb, 2020 at 9:45 AM