With a large base of clients that rely on Microsoft Dynamics GP and Key2Act to manage their field service businesses, we often are asked if it is possible to upgrade to a more modern platform – and if it is, how does the transition work? The answer to the first...
Until this point, field service companies who rely on Key2Act and Dynamics GP to manage both their finances and field service work orders haven’t had any viable options for moving their software to the cloud. While Key2Act and Dynamics GP have been mainstays in the...
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...
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 Rental To date determine the amount of...
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...
