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...
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,...
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...
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...
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...
You can use overhead details and overhead groups for Service Management labor transactions. Overhead detail codes and overhead groups in Key2Act Service Management can be created from Job Cost or Service Management and are shared between the applications. Once overhead...
Service Management from Key2Act enables users to create labor rates based on pay code, position, and department. This blog outlines what to expect from Labor Rates and OH Options including: How Labor Rates affect the Invoicing in SMS How OH...
As one of the largest Key2Act partners, the team at Stoneridge has worked with numerous companies that have experienced pain points with managing maintenance and service calls and updating task lists. We have developed two add-on assistants to help streamline...
Organizations are required to report annual refrigerant usage and track leak rates to the EPA. In Signature Service Management from Key2Act, refrigerant usage and leak information can be entered in the Refrigerant Tracking window, accessed from the equipment record attached...
There's nothing productive about manual, time-consuming processes. We've heard loud and clear from Dynamics GP and Key2Act users about how much time you would save if you could automate processes for your business. A framework and series of add-on modules...
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