Technical
By Greg and 1 other2 authors30 articles
- Branch AccessHow to grant Branch Access
- Software as a Service (SaaS) vs On PremisesLearn what SaaS and On-Premises solutions are.
- FGas moduleWorking with FGas in Service Geeni
- SendGrid - The 9 Events of EmailSendGrid helps you monitor your Service Geeni Email Register .
- Adding DNS record to enable emails from Service GeeniEnable emails to come through from Service Geeni
- Two-Factor Authentication (2FA)Learn about 2FA and how to set it up
- Data SecurityUnderstanding how your data is handled
- Enhancing Security vs. Simplifying Access2FA & SSO, how they work and how they can be used together for enhanced security.
- BarcodesUnderstanding how and where they are used
- Nominal SettingsA complete guide to where Nominals are set and how they work
- Set Up Send-From Email Accounts
- Customer SupportHow to Work Effectively with Customer Support
- Live ChatHow to Use and When to Use the Live Chat Feature.
- Certificates, Documents and OutputsLearn the basics of using the Documents Editor for your outputs
- Style Designer for Form & Sheet templatesMaintaining your brand using Style Collections.
- Applying a font to a style or individual elementsMaintaining your templates in your brand.
- Customising the font for Forms and Sheet templatesMaintaining your company templates in your brand.
- Default Communications CentreLearn about the Default Communication Centre
- Photos on Forms and JobsHow Photos within Forms and Jobs work.
- Edit Template Footer TextMaking simple changes to the text on the footer of your templates
- Document Templates-Company DetailsSet up your company details ready for Document Templates
- (FAQ)Accounts Bridge Data MappingsAccount Bridge Mappings for Sage 50, Sage 200 and Xero
- Integration: Linking to SageLearn how to link Sage 200 & Sage 50 with Service Geeni
- Sage 200 Financials Integration - Service
- Integration: Linking XeroLearn how to link your Xero accounting package to Service Geeni
- Integration: Linking QuickBooksLearn how to link your QuickBooks accounting package to Service Geeni
- Setting Up TVH IntegrationHelpful if you use TVH and use TVH's 'my total source' app
- Integration: IplicitLearn how to link your Iplicit accounting package to Service Geeni
- Integration: MergeHow to integrate Merge.dev with Service Geeni