Creating, editing and adding 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...
Thu, 24 Sep, 2020 at 8:43 AM
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 ...
Tue, 28 Apr, 2020 at 9:10 AM
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
You can use the importer tool in Senta to add services to existing client records. 1) Open the CSV file attached to this article, and add in all of y...
Mon, 20 May, 2019 at 11:39 AM
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, 2 Nov, 2018 at 2:00 PM
This article will give you step by step instructions on how to configure weekly + monthly payroll frequency for your clients. Adding the lookup Go ...
Fri, 28 Jun, 2019 at 3:20 PM
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