4.60 - Reoccurring & Automated Options

-We have a full section that allows you to do recurring invoices if needed. Basically you would setup a master invoice, setup a schedule of when that needs to happen, then it rolls itself into an ongoing queue that you are able to view and process. Currently this process does require light manual babysitting, We want to provide you the opportunity to make sure that everything is still as it needs to be. Oft times things need to be changed or adjusted, change of service levels, or products.

-Reoccurring expenses are fully automated. Once these are setup they will automatically run based on the scheduled date and time.

-Another thing that deals with recurring is recurring elements of time. This one is special, you create the original element of time and then you have the opportunity to duplicate on a bulk fashion up to one year out from it’s creation. It’s recurring format is based in a calendar format with easily select-able days, weeks, that you can click on and have that event duplicated and pushed into the future.

-There are also some automated options such as automatically emailing things, certain states require certain syncs or updates that function automatically, if there are certain tasks or reports that you need we can automate those, there are many options for custom options with automation. At times certain business processes need to trigger other things in the system, so we can specifically code things to happen just for your business. Eventually we will have automated texting options as well where you will be able to setup reminders and such.