Allen Phillips
Allen Phillips is a Principal Consultant at Stoneridge Software. He is a member of the Microsoft Dynamics GP team, specializing in inventory, Manufacturing, work order systems, and field service. Prior to joining Stoneridge Software, he spent more than 15 years at DFC Consultants.
Allen is a Microsoft Certified Trainer and Certified K2A System Administrator, along with certifications in K2A SMS, EONE SmartConnect, JC, GP Manufacturing, and EMS Systems.
by Allen Phillips | Sep 5, 2019 | Dynamics GP, Key2Act
Invoice types in Key2Act EMS Equipment Management allow you to categorize the types of invoices you create. You may want to set up different invoice types for different rental billing durations, for example, monthly, yearly, and so on. Note: Invoice types are...
by Allen Phillips | Aug 28, 2019 | Dynamics GP, Key2Act
Rental account distributions Rental account distributions in Key2Act allow you to distribute the income from rental agreement lines into multiple accounts, depending on who owns the equipment and who is renting the equipment or based on the equipment ID, model,...
by Allen Phillips | Aug 22, 2019 | Key2Act
There are several ways to create invoices. You can create a single invoice from an agreement, or you can generate a batch of invoices by agreement type and/or customer. How Dates and status affect Rental Lines The Rental from and Rental To date determine the amount of...
by Allen Phillips | Aug 13, 2019 | Dynamics GP, Key2Act
The foundation for equipment rentals is the rental agreement document. A rental agreement is set up to record all revenue and costs for equipment and other service items relating to rental. This can be completed in the Key2Act EMS Equipment Management module. About...
by Allen Phillips | Jul 8, 2019 | Key2Act
Labor rate groups are built using overhead groups created from Service Management or Job Cost. Use the Labor Rate Group Setup window to do this. You can also add a billing amount and description to each overhead group record. You create labor rates based on pay code...
