Home

1Company Basics

2Owner Information

3Bank Account(s)

4Pay Schedules

5Employee Setup

Questions?
Call: 210-899-1420
Email: info@baksr.com

Let's get you setup!

Before we can get you going we need some information about your company. It should be fairly straightforward, but we are here to help if you should have any questions.

Call: 210-899-1420
Email: info@baksr.com

To begin, start with item number 1 to the left and work through each step. At the end you'll be ready to go!

Let's get your company information entered into the system.

Company Name:

Phone: (Numbers only)

Fax: (Optional and Numbers only)

Website:

Address 1: (Used for invoices and check printing)

Address 2:

City / State (2 Digit):
/
Zip:

DBA: (AR Invoices)

DUNS Number: (Optional)

Federal EIN: (XX-XXXXXXX) Apply for FEIN

Payroll Pay Schedule:

Payroll SUTA Account Number

Payroll SUTA Rate (Decimal Format)

Accept Payment by Mail:

Accept Payment Online:

Tell us about yourself.

Full Name:

Email:

Username:

Cell Phone:

Let's setup your bank account.

The bank details below provide the details necessary to print checks, run payroll and much more.

Account Description:

Bank Name:

Account Number: ?

Routing Number:

Check Number Series Start:

Name of Account Holder:

Mailing Address: ?

City State, Zip:

Account Holder Phone: ?

Payroll Setup

What will be the first day of work using this payroll system?

Pay Schedule:

Employee Setup

Almost done!

Once we setup your employees in payroll you'll be ready to start paying your people!

Employee ID	Name	Hourly Rate	Status

--

Please wait..

Custom Integrations

SLACK

Communicate with your team more efficiently using Slack Integration.

OPEN

Google Drive

Import spreadsheets and automate your business tasks.

OPEN

Medical Lab

Manage your Medical Lab conveniently and easily.

OPEN

Lab Orders

Lab Draws

<< BACK

New Draw

Refresh

<< BACK

Lab Draw

Draw #	Draw Date	Order #	Time In	Time Out	Visit Type	Patient

Lab Draw

Draw #:

Draw Date:

Order #:

Visit Type:

Created On:

Created By:

Patient Name:

Patient DOB:

Time In	Time Out

Private Notes:

Attachments

New Order

Refresh

<< BACK

Lab Orders

Order #	Date	Created	Assigned To	Reviewed By	Internal Notes

Lab Order Details

Order #:

Order Date:

Assigned To:

Reviewed By:

Reviewed On:

Internal Notes:

Add Channel

Add Group

Compose Message

Message History

<< Back

Slack Integration

All None

Channels

	#	Team Name	Routine Settings

Channel Groups

#	Group Name

Channel Routines

Name

Compose Message

Note: When embedding links be sure to include the http:// in the URL. Ex: https://www.google.com NOT www.google.com

Cancel

Send Message

Message Destination(s):

Confirm Message

Cancel

Send Message

Routine Configuration Settings

Name:

Please only change these settings unless you are certain you understand what they do.

Configuration Settings:

Sort By:

Contacts Origination: Status: Category:

ID	First	Last	Title	Company Name	# of Employees	Revenue

Contact Detail

contact_id:

first:

last:

Status:

Category:

Do-Not-Email:

phone:

mobile_phone:

last_updated_date:

title:

job_title:

email:

company_phone:

company_domain:

personal_email:

company revenue in 000s:

company_type:

company_name:

company_employees:

companyId:

company_address_street:

company_address city/state/zip:

website:

company_id:

company_revenue:

personId:

Company Description:

Activity

Author	Notes	created_on	Activity Type

Documents

Messaging

Invoices Open Active Show "Invoice Only"" Accounts Pending Shipment Paid

Invoice #	Invoice Date	Customer / Shipping Info	Shipping	Total	Balance Due

Invoice Detail

Bill To:

CUSTOMER NAME

address 1

city state zip

Bill To Account:

Company:

Invoice Number:
Date of Invoice:

Work Order #:

Tax Rate:

Online Payment Link

Invoice Items

Description	Cost PU	Price PU	Quantity	Subtotal	Taxable

Attachments:

Private Notes:

Profit:
Cost:
Subtotal:
Tax:
Shipping:
Total:

Invoice Accounting

Balance Due on Invoice:

Payment #	Check Number	Amount Applied to Invoice	Amount left on invoice to apply	ACH Status	Payment Status	Notes

Work Board

Sort By:

Work Orders Status: User:

#	Status	Priority	Building	Suite	Short Description	Assigned To	Date/Time Scheduled	Aging (days)

Work Order Detail

Changes saved.

There was an issue saving your changes.

ticket_id:

Created By:

Created On:

Status:

Short Description:

Category:

Completed On:

Can Enter if Unoccupied:

Priority:

Building:

Grouping:

Assigned To:

public_link_guid:

Attachments:

Long Description:

Need Done By:
Schedule For :
Time of Day:

Activity Notes

Work Order History

12 Total Open

12 In Progress

12 High Priority

12 Closed

Last 30 days of activity.

Awaiting Dispatch

Work In Progress

Completed & Ready for Audit

Audit Completed

Payroll Reports

Company: Start Date End Date: Report Type:

Report Details

Getting started with Payroll

Which company will handle payroll?

How often do you pay your employees?

How many days of delay is between the end of each pay period and the check date? (Enter a 0 if you pay the last day of the pay period.)

How many days before the check date MUST payroll be submitted by? (This is the deadline that the payroll administrator must submit by.)

What date will you start using this payroll system?

Pay Schedule Preview

Complete the form and click "Preview Schedule".

Start Date	End Date	Submit Deadline	Check Date

Payroll Settings

Employees

Profile #	Employee #	Name	Company	w4 Status	Federal Withholding	Vacation Hours	Sick Hours	Cost Center	Direct Deposit

Profile Settings

Employee Profile Detail

Company
Employee:
Employee Vendor Account: ?

A Company Owner
A Child of Company Owner

WAGES

Hourly Payrate:

Bi-Weekly Salary:

Bi-Monthly Salary:

Exempt From Withholdings:

Qualifies For Overtime:

BENEFITS

Vacation Hours Allowed Annually:

Sick Hours Allowed Annually:

Cost Center Company:

DIRECT DEPOSIT

Direct Deposit:

Direct Deposit Routing Number:

Direct Deposit Account Number:

Direct Deposit Customer Token:

Direct Deposit Paymethod Token:

FEDERAL WITHHOLDINGS

W4 Status:

2021 W4 Step 2 Box Checked:

2021 W4 Step 3 Total:

2021 W4 Step 4a Total:

2021 W4 Step 4b Total:

2021 W4 Step 4c Total:

Number of Allowances (Fed and State):

W4 Step #2 Box Checked:

W4 Step #3 Total:

W4 Step 4a Other Income Amount:

W4 Step 4b Deductions Amount:

W4 Step 4c Witholding Amount:

Federal Withholding Amount:

STATE WITHHOLDINGS

State Income Tax:

Employee Name:
Social Security Number:
Employee E-Mail:
Employee Address 1:
Employee Address 2:
City State Zip:
Cell Phone:
Date of Birth:
Start Date:
Separated from Company On:

User Must Assign Time Upon Signout:

Notes

Deductions

Description	Amount	Is Pretax

Payroll Settings

Employee List

Payroll Profile

Deductions

PAYROLL HELP!

Payroll

Company: Payperiod:

Payperiod Details
Payperiod Documents
Help

Tax Payments

	Q1	Q2	Q3	Q4

Total IRS Payment Due:

Payperiod Notes:

Paychecks

IRS Documents

Paystubs

Deductions Checks

Financials

Welcome to the Help Section

In the coming weeks look for more information on how to use Payroll in this page.

Payment Schedules

Schedule #	Company	Vendor	Start Date	End Date	Amount	Memo	Notes

Vendors

Vendor #	Name	Address	Phone	Notes	Open Invoices	Actions

Vendor

Name:

Phone:

Taxpayer EIN:

Address 1:

Address 2:

City State Zip:

Email (Sending Purchase Orders):

On Payment Hold:

Default Expense Category:

Payment Terms:

Direct Deposit Enabled:

Direct Deposit Routing Number:

Direct Deposit Account Number:

Notes:

Vendor Files/Attachments

Vendor Accounts: New

#	Company Name	Account #	Notes	Balance

Account Detail

xwalk_id:

company_id:

Account Number:

account_notes:

Opening Balance:

active_flag:

Invoices for Vendor Show Open Invoices Posted:

#	Vendor Name	Company	Submission	Amount	Invoice #	Due Date	Status	Notes	Actions

Vendor Invoice Detail

Vendor:

Vendor Notes: Vendor Files

Category:

Posted Date:

Invoice Number:

Due Date:
<< Copy Posted Date
Amount:

Bank Posting Record:

Billable:

Payment:
BY
Cost Center:

Bank Account:

Check #:

Check Memo:

Vendor Account:

Internal Invoice Notes:

Attachments:

Book Inventory

Activity #	Product Code	QTY Received	PPU ($)

Open Purchase Orders

Product Inventory

Activity #:

Product:

Price Per Unit:

Quantity Received:

Notes:

Prospects Status:

#	Name	Building	Follow Up On	Phone

Applications

Sort By:

Archived

ID	name	Email/Phone	Company	Submitted On	Status	Internal Notes

Application Detail

Applicant Details

Company

Application Fee Payment

View Application Form

Account(s) for this Application

Vacant Suite:

Deposit Amount:

Rent Amount:

Internal Details Decision Description:
Background Check Results:

Internal Notes:

Applicant Documents

Activity Log

Prospect Detail

Changes saved.

There was an issue saving your changes.

Lead #:

Name:

Phone: (Comma Separated)

Email:

Status:

Owner:

Notes:

Building:

Grouping:

Follow Up On:

Showing Scheduled For:

Hot Lead:

Prospects Budget:

Timeframe To Lease:

Floor Preference:

Ideal Square Feet:

SMS Communications

Attachments

Call Log

quote

quote_id	suite_id	ppsfy	quote_datetime	nnn_ppsfy	internal_notes	sf_for_quote

Real Estate Deals

Deal #	Description	Notes

Real Estate Deal Analysis []

Summary

Descripion:

Sales Price:
Down Payment:
Purchase PPSF:
	Monthly	Yearly
Base Rental Income:
OPEX:

Cash Flow (NOI): Cap
Debt Service:
Net Cash Flow after Debt Service:
Year 1 Principle Reduction:
Total Return:

Cap Rates and Sales Prices

Loan

Interest Rate (Percent Format):
Term (Years):
Amoritization (Years):
Loan Fee (Typically 0% - 5%):
Origination Fee (.5% - 1%):

Sales Price:
Down Payment:
Loan Fees:
Origination Fee:
Total Financed:

Rental Income

Suite	SF	PPSFY	Monthly Base Rent	NNN PSFY	NNN Rent	NNN+Base

Operating Expenses

Descr	Monthly Cost	Annual Cost	Cost PSFY

Private Notes:

Properties

Company

Address

Company

Online Applications for Leased Space

#	Company	Created On	Applicant	Guarantor 1	Proposed Use	Other Locations

Lease Application Detail

Primary Applicant
Name:

Email:

Drivers License Number / State:
/
Social Security Number:

Date Of Birth:

Guarantor(s):
Guarantor 1 Name:

Guarantor 2 Name: (If applicable)

Guarantor 3 Name: (If applicable)

Secondary Applicant (If applicable)
Name:

Email:

Drivers License Number / State:
/
Social Security Number:

Date Of Birth:

Credit Reference 1:
Name:

City State, Zip:

Phone:

Business Information
Entity Name:

Entity Type: (LLC, S-Corp, DBA, etc.)

Federal Tax ID Number (EIN):

State of Formation:

Gross Revenue Annually:

Credit Reference 2:
Name:

City State, Zip:

Phone:

What is your proposed use for the space?

Do you have other business locations?

Internal Notes:

Insurance Schedule

#	Building	Policy Number	Expiration Date	Days Remaining

Vacant Suites

Sort By:

Building:

	Suite Number	Target Rent	Square Footage	Bedrooms	Bathrooms	Offices	Conference Rooms	Available Online	Notes

Building Detail

Changes saved.

There was an issue saving your changes.

Description:

Address 1: (Shows on Tenant Invoices)

Address 2:

City / State / Zip:
/ /
Company:

Fiscal Year Start Date:

Total SF:
Total Rentable SF:

General Notes:

Security Notes:

Building Purchase Date:

Building Profile Public URL:

Building Layout Image URL:

Building Services & Accounts

Parking Assignments

Latitude/Longitude:
/
Active:

Suites

Maintenance

Vendor Accounts

Loans

Insurance

Feedback

Attachments

Vendor Accounts

Sort By:

Id	Vendor	Account Description	Account Number	Services Start	Services End

Scheduled Maintenance

Sort By:

#	Type	Vendor Contact	Last Service Date	Next Service Date	Date Till Due

Suites

#	Suite Number	Target Rent	Square Footage	Bedrooms	Bathrooms	Offices	Conference Rooms	Notes	Floor Number

Vendor Email	Last Service	Next Service	Type

Loans

Sort By:

Id	Bank	Maturity Date	Balance As-Of	Balance	Payment	Autopay

Insurance

Sort By:

Id	Policy Number	Notes	Expires On	Starts On	Payment Check #	Payment Notes	Agent

Coming Soon

Attachments:

Sort By:

Candidates

#	Name	Mobile Phone	Transportation	language	Area	On Job	On Job Location	Drivers License & State	Internal Notes

Candidate Detail

Candidate Id:

First Name:

Last Name:

Mobile Phone: Send SMS

Gender:
Application Date:

Language:

QuickLinks: English Spanish

Email:

Confirmed Date:

Area:

Start Date:

DNR:
TDL:
APP:
Transportation:

QuickLinks: Bus Car

Driver's License

Driver's License Number:

Drivers License State:

QuickLinks: TX

Company:
Address 1:

Address 2:

City, State & Zip:

SSN:

Online Password: On Job:
On Job Location:

Auction:
Skills & Experience:

Internal Notes:

Documents
Applications

Applications

App #	Job	Applied On	Reviewed By	Internal Notes

Candidate Documents

SMS Communications

Jobs

Job ID	Job Company	Position Title	# of Openings	Job Location

Job Detail

Job #:

Status:
Company:
Searchable: Notify upon Application:

Sharable Link:

Job Title:

Type of Employment:

QuickLinks: Full-Time Part-Time Contract Temporary Internship

Customer:
Number of Openings:

Location:

Pay:
TO
Markup Percentage: EX: 0.30 (Decimal Format)

Job Description:

Applicant Questions

Id	Question

On The Job

Payrate	Markup %	Billrate Hourly	Candidate Name

Applicants

Candidate #	Name	Decision

You have an incoming call from .
Add this caller as a: Customer Prospect Vendor
You can also text this caller.

Company Setup |

Help Center

Take a Tour to get started.
Call: (210 899-1420)
Email: info@baksr.com

Current Payroll

Last Payroll

Troubled Payments

Clear All

Account	Payment	Payment #

Company Setup

Tasks

Financials

Pending Access Requests

Quick Links

Texas SOS Franchise Link

EFTP (IRS Wage Taxes)

TWC Deadlines

800-829-4933 business and specialty department

IRS W2 Reporting BCO

TX SUTA

Texas Workforce Comission Employer Login

IRS Estimated Payments (Personal)

SS Business Services

Timeclock

Please wait while we load the timeclock info.

Today's Activity

Time In	Time Out	Hours

View All Timesheets

Reporting

Notifications

Expense & Income Categories

#	Description	Company	Active	Ignore on PNL	Is Income Flag

Companies

Description

Pending
Join Request

DBA

Address

Active

Join a Company

Enter the "Join Company Code" below to request access to another companies information. The owner of the company will receive your request to join and once approved, you'll automatically have access.

Company Code:

Company Detail

Company Name:

Phone / Fax:
/
Website:

Address 1: (Used for invoices and check printing)

Address 2:

City / State (2 Digit) / Zip:
/ /

DBA: (AR Invoices)

Join Company Code: ?

DUNS Number:

EIN: (XX-XXXXXXX)

Check Series Start: ?

Payroll Pay Schedule:

Notes:
Payroll SUTA Account Number

Payroll SUTA Rate (Decimal Format)

Accept Payment by Mail:

Accept Payment Online:
Disbursement Vendor:

User Access Grant Access by Screen Name

Note: To select the right "contact person" for IRS forms choose "Company Owner" AND "Payroll Admin."

Bank Reconciliation

Start: End: Uncategorized Filter Outstanding Filter

#	Account	Posted Date	Amount	Type	Check #	Description	Category

PNL Start: End:

Income
________CAM	$100,000.00
____Total Income	$100,000.00
Expense
________item 1	$4,000.00
____Total Expense	$100,000.00
Net Income	$100,000.00

Baksr.com - Payroll, Account, Payments Custom Software & More.

PNL Advanced Settings

Account Balancing

Period:

Exclude Future Invoices

The previous month has not been closed. First close the previous month.
Close the previous month or you can manually set the "Opening Balance Prior Period" by clicking here.
Typically, you'll only set the value manually if you recently started using the software and want to set the starting balance value.

Notes:

Period Closed.

Bank			Online
Period Closing Balance:			Opening Balance Prior Period:
Debits (All):			Debits (This Period Only):
			Deposits:
Bank Balance:			Online Balance:

Invoices

#	Invoice #	Vendor	Check #	Amount	Memo	Outstanding

COMPANY NAME

Last Balanced on:

Bank		Online
Period Closing Balance:	0.00	Opening Balance Prior Period:
Debits (All Outstanding):		Debits (This Period Only):
		Deposits:
Bank Balance:		Online Balance:

Outstanding Invoices

#	Category	Vendor	Amount	Submitted On	Posted to Bank	Invoice #	Check #

Unmatched Bank DEBIT Transactions

#	Account	Description	Type	Amount	Posted On	Check #	Internal Memo

Reconciled Invoices

#	Category	Vendor	Amount	Submitted On	Posted to Bank	Invoice #	Check #

Deposits

#	Account	Description	Type	Amount	Posted On	Category Descr

Net Profit:

Deposits Over Time

Expenses

Monthly Profit

Cash Over Time

Company Reports

Report Type: Company: Start Date: End Date: Year: Report Type: Report Type: Product: Report Type: Only Pending: Company Filter:

Report Details

Total:

Remember, your NOT clocked out yet. You'll have to assign your hours to work orders below in order to clock out.

TOTAL HOURS WORKED THIS SHIFT: 0
HOURS REMAINING TO ASSIGN FROM SHIFT: 0

You billed more hours than you worked. Check your numbers and try again.

There are hours still left to be billed.

All hours have been billed. Ready to Clock-Out.

Showing:

W/O #	Descr	Priority	Grouping

Welcome, let's get started.

What best describes you?

I am a vendor and my customer uses WorkSpeis.

I am property owner/manager in need of a Property Management solution.

I am a tenant.

My employer uses WorkSpeis and I'm needing access to the company pages.

Dashboard

Occupancy Percentage

Work Orders

Cash Balance

Top Expenses

$20,000.00 Open AR

$20,000.00 Open AP

90 Open Work Orders

5 Expired Renewals

21%
21% Vacancy

$xxxx Total Cash

$xxxxx Pending | $xxxxx To Disburse | xxxxx Failed (QTY)
Online Payments

5 Upcoming Lease Renewals

DILENQUENT ACCOUNTS

#	Lease Description	Suite	Building	Balance	Months Behind

UPCOMING SCHEDULED MAINTENANCE

Building	Type	Aging
Building	Type	Aging

LEADS FOR FOLLOWUP

Building	Type	Aging
Building	Type	Aging

Tasks

Priority

Due On

Title

Details

Customer News

Id	Title	Message	Priority	Building Filter	Suite Filter	Start On	End On	Dismissed On	filter_auth_id	filter_tenant_auth_id

Customer News

Id:

Title:

Message:

News Priority:
Start Date:

End Date:

filter_auth_id:

Optional Building Filter:

Optional Suite:

Optional Customer Filter:

Dismissed On:

Customers

Sort By:

Active Delinquent

Grouping:

See More Details

Customer #	Name	Company	Grouping	Subgrouping	Renewal Date	Monthly	Invoice Balance	SF

Customer Detail

Sold-To Account Ship-To Accounts Customer Documents

There is no document folder selected for this customer. Select Customer Folder

Ship-To Accounts:

Description:

Grouping:

Active:

Under Audit:

Stripe Customer Token:

Invoices only Account: (Recommend: True) ?

Forgive Post Account Invoices:

Show as Available: (Recommend: False)

Deposit:

Upfront Payment:

Month-To-Month Rent:

Monthly Cam:

Bill-To Address Line 1:

Bill-To Address Line 2:

Bill-To Address City State Zip:

Bill-To Email Address:

Bill-To Notes to Customer:

Account Term:

Registration Code:

Late Fees:

Account Start Date:

Account End Date:
Moved In:

Moved Out Date:

Percent of Business:

Notes:

AP Contact:

Copy Account Registration URL

Customer #: First Name:

Last Name:

Company:

Primary Phone:

Secondary Phone:

Email:

Address Line 1:

Address Line 2:

City State and Zip:

Website:

Company:

Payment Terms:

Active:

Number of Accounts:
Number of Active Accounts:
Aggregate Monthly Sales:
Aggregate Account Balance:

Documents Ledger Invoice Schedule Post Payment Adjustments/Credits Payment Methods Customer Access Late Fee Setup

Add Existing Customer

Create Customer Access

Online Access

Id	Tenant Auth	Created On	Username	Password	Email	Active	Show Billing

Building Access

Id	Login SN	Delivered On	Name	Email	Phone	Expiration

Attachments:

AR Invoices

Invoice #	Invoice Date	Subtotal	Tax	Total

Less Detail | Reset Ledger Postings

Date	Ref	Description	Invoice	Payment	Balance	Notes

Invoice Schedules

Id	Category	Start	End	Amount	Notes

Preview:
Start Date: End Date:

Period	Rent	NNN	CAM	Other	Subscription	Utility	Total

POST PAYMENT

AMOUNT:

PAYMENT TYPE:

REFERENCE NUMBER:

UTILITIES AMT:

POST ON DATE:

NOTE (OPTIONAL):

Payment Method Option:

APPLY TO INVOICE(S):

	Invoice #	Invoice Date	How To Apply Payment

Summary

Type	Minimum Fee	Percent Fee

Id	Date	Details	Amount

Work Orders

Id	Nickname	Routing Number	Account Number	Autopay	Created By	Verified On

Payments

Sort By:

Status:

Total Rent Sum (Funded):

Payment #

Posted Date

Check #

Lease

Amount

Status

Building

Company

Posted By

Company Assets

Asset #	Description	Assigned To	Status	Label	Descr	In Use	Cost

Liability Summary

Asset

Asset #:

Asset Type: Assigned To:

Status:

In-Use Location:

Label:

Description:

Cost/Value:

Attachments

Accounts

Sort By:

Active Delinquent
Building:
Total Rents Monthly: Total Lease Quantity:

Lease #

Description

Suite #

Sq Feet

Lease End

Monthly Rent

Account Balance

Actions

NNN/Cam Invoicing Summary Confirmation

Lease #	Lease	Suite	SF	% of Bldg	Invoice Amount	Months Count	Select All"

Looks like your account isn't configured for Point-Of-Sale. Please contact us about this feature.

Point Of Sale Home

Products On Order

Low Inventory Products

Backordered Products

POS Settings

Sale Summary

Sub Total:
Tax :
Grand Total:

Quickscan

Transaction Failed.

Please Wait.. Processing.

Payment Type:

Bank Name:

Account Holder Name:

Account Type:

Routing Number:

Checking Account Number:

First Name on Card:

Last Name on Card:
swap
Credit Card Number:
! Invalid card number.
Expiration Date (YYYY-MM):
Be sure to use the format YYYY-MM..
Security Code:

Billing Zip Code:

Tender Given:

Change Due to Customer:

Receipt Options

Email Receipt To:

SMS/Text Receipt To:

Product

Product ID	Product Code	Description	UPC	Cost	Price	Inventory Count	Publicly Searchable	Notes

Sales History Date of Sale:

#	Date/Time	Total	Profit	Company	Basket Count	Sold By	Status

Vendor Purchase Orders Open

PO #	Vendor	Emailed to Vendor	Booked Inventory	Item Count	Total	Internal Notes

Vendor Purchase Order

PO #:

Vendor:

Created On:

Created By:

Invoice #:

Attached To Invoice On:

Sent to Vendor On:

Vendor Email:

Internal Notes:

Notes to Vendor:

#	Product Code	Quantity	PPU ($)

Product Inventory

Product ID	Product Description	Current Qty	Reorder Point	Qty On Order (Not Booked)	Last Order Detail	Reorder?

Product Inventory History

The below table combines online sales (a.k.a. Invoice Sales), manual inventory adjustments, POS system sales and booked inventory (by Vendor Invoices) then displays the data by date.

Date	Activity Type	Qty	AR Invoice #	Sale #	AP Invoice #	Adjustment #

Manual Adjustment

Adjustment Id:

Product Description:
Adjustment Quantity Amount:

Date for Adjustment:

Justification:

Order Item

#:

Product:
QTY:

PPU ($):

Product

Product ID:

Product Code:

UPC:

Inventory Item Status:
Notes:

Categories

Cost:

Price:

Beginning Inventory Ct:

Beginning Inventory Counted On:

Reorder Point:

Description:

Online Store Settings
Show Online:

Online Product Title:

Online Product Description Text:

Primary Product Image:

Shipping Settings
Product Shipping Weight (Ounces):

Shipment Category:

Sale Detail

sale_id:

pos_config_id:

created_on:

paid_on:

status_id:

sold_by_auth_id:

cost_total:

price_total:

tax_rate:

taxes:

grand_total:

profit:

company_name:

company_id:

items_sold_count:

sold_by_name:

sold_by_email:

Customer Search

Product Search

Sale Item

Price:

Quantity:

POS Refund

Select Items Being Returned

Product Code	Product Description	Refund?	Restock?	QTY Returned	QTY	Price PU

Apply Restocking Fee

Refund Subtotal:
Refund Tax:
Restocking Fee:
Refund Total:

Role Name	Edit	View
Sales
Mainteance
Property Manager
Accounting Clerk
Accounting Lead

Welcome!

Getting started

Want to join an existing company?

Create a Subscription Plan

Payment Method

Channels

Channel Groups

Channel Routines

Compose Message

Message Destination(s):

Confirm Message

Activity

Invoice Items

Invoice Accounting

Report Details

Pay Schedule Preview

Employees

Employee Profile Detail

WAGES

BENEFITS

DIRECT DEPOSIT

FEDERAL WITHHOLDINGS

STATE WITHHOLDINGS

Notes

Deductions

Employee List

Payroll Profile

Deductions

Paychecks

IRS Documents

Paystubs

Deductions Checks

Financials

Other Documents

Welcome to the Help Section

Book Inventory

Open Purchase Orders

Account(s) for this Application

SMS Communications

Summary

Cap Rates and Sales Prices

Loan

Rental Income

Operating Expenses

Driver's License

Applications

Candidate Documents

SMS Communications

Applicant Questions

On The Job

Applicants

COMPANY NAME

Report Details

What best describes you?

Occupancy Percentage

Work Orders

Cash Balance

Top Expenses

DILENQUENT ACCOUNTS

UPCOMING SCHEDULED MAINTENANCE

LEADS FOR FOLLOWUP

Attachments:

AR Invoices

Invoice Schedules

POST PAYMENT

Products On Order

Low Inventory Products

Backordered Products

POS Settings

Sale Summary

Receipt Options