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...
Mon, 30 Nov, 2020 at 3:51 PM
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
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. Once you have client records created in Senta, you can update/remove...
Fri, 15 Jan, 2021 at 4:18 PM
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
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
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