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...
Thu, 24 Sep, 2020 at 8:43 AM
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 ...
Tue, 28 Apr, 2020 at 9:10 AM
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. 1) Open the CSV file attached to this article, and add in all of y...
Mon, 20 May, 2019 at 11:39 AM
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, 2 Nov, 2018 at 2:00 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 ...
Fri, 28 Jun, 2019 at 3:20 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