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News

New TaskWise Alert Manager Portal

5/31/2018

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The new TaskWise Alert Manager portal includes the following enhancements:
  • Quickly and efficiently review TaskWise alerts information
  • Access the Alert Portal including:
    • ​Alert Transactions
    • Alert Driver Files
    • Alert Schedules​
  • Alert Transactions Tab are based operator's security to see specific alerts
  • Please review the documentation for more information and details
Picture
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wire transfer in ap enter bills portal

8/31/2017

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The Wire Transfer in AP now allows you to enter a wire transfer prepaid in the 'AP - Enter Bills' portal. The attached  documentation provides details on this new feature and how to best use it for you business.
Picture
ap_wire_transfer.pdf
File Size: 345 kb
File Type: pdf
Download File

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technician installer portal

6/30/2017

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The Technician Installer Portal now provides technicians a simpler way of doing installation work by using a phone (or tablet) browser to:
·         View scheduled install work
·         See what items are to be installed
·         Record when they start/stop work on a service order
·         Capture a customer signature
·         Update finish status for a service order (including entering notes if needed)
​
This portal is a subset of the SouthWare Mobile Tech portal and doesn’t allow any data entry except for signature and finish status/notes.  It is designed to be easily usable on the smaller screen of a phone.
technician_installer_portal.pdf
File Size: 531 kb
File Type: pdf
Download File

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New option to add / view so history notes from the remote tech portal

6/30/2017

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When viewing SO History from the Remote Tech portal a new tab allows you to add or view Notes.  ​
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    • 2023 User Conference
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  • Resources
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    • Solutions >
      • AvaTax by Avalara
      • EazyStock
      • Aptean CRM
      • Aris Power BI
      • BTM MMS - Manufacturing
      • OpusScan
      • StarShip
      • Warehouse Tracking
    • Webinar Videos
    • Year End Processing
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  • About & Contact