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Using Operate
Operate - An OverviewGeneral Information about essensys Operate and its Modules
Operate - Your ProfileCompleting Your essensys Operate Profile
Operate - Main Menu ExplainedEach essensys Operate Menu Item Explained
Operate - Customising your Email SignatureCreate a Custom Email Signature in essensys Operate
Operate - Finding User Last Login Information in essensys OperateFind out When Team Members Have Last Logged into essensys Operate
Operate - Home DashboardA new home page providing quick insights into your Operations
Operate - Onboarding GuideStart Here if You Are a New Operate User
Operate - GlossaryCommon Operate Terms and Their Definition
Operate - How to Reset Your PasswordIf you forgot your password for Operate, you can reset it using this guide.
Operate - Data Returned by essensys upon Licence TerminationSee what data essensys can return when you stop using Operate
Operate and GDPRHow the new GDPR standards have been met within Operate
Operate - Assigning multiple records to users in essensys Operatere-assigning multiple leads, opportunities, accounts, tasks and licences to a different or new user
Operate - Withholding Tax (WHT) Guide for Brazil
List of Most Commonly Used Merge Fields in OperateThis is a list of frequently used merge fields in Operate
Operate - Records and Record TypesGeneral Information about Records and Record Types in essensys Operate
Operate - Record Events and Audit TrailsView Record Events History in essensys Operate
Operate - Searching for RecordsAvaIlable Search Features in essensys Operate
Operate - Viewing and Updating RecordsView, Update, Delete, Copy Records, See Record Events in essensys Operate
Operate - List ViewsCustomize Record List Views in Operate
Operate - The Recycle BinRestore Deleted Records in essensys Operate
Operate - Deleting RecordsDelete Records from essensys Operate
Operate - Updating List ViewsCustomize how essensys Operate displays your records
Operate - Creating a List View of Available OfficesAn easy way to see vacant offices within the buildings you manage in your Operate
Adding a Broker Account to essensys OperateAdd a Broker to essensys Operate
Adding a Prospect Account to essensys OperateAdd a Prospect Client to essensys Operate
Merging Accounts in essensys OperateMerge Several Operate Accounts into One
Adding a Customer Account to essensys OperateManually Add a Customer to essensys Operate
essensys Operate Accounts OverviewOverview and Features of the Accounts Module in essensys Operate
Updating an Account in essensys OperateMake Changes to an essensys Operate Account Record
Mailing Lists in essensys OperateEmail Multiple Contacts in One Go using essensys Operate Mailing Lists
Adding Notes and Attachments to an essensys Operate AccountAdd Notes and Attach Files to essensys Operate Account Records
Terminating an Account in essensys OperateTerminate essensys Operate Accounts when Business Relationships End
Contact Inventory Items in essensys OperateUse essensys Operate to Manage Inventory Items Provided to Account Contacts
Meeting Credits in essensys OperateUse essensys Operate to Give Free Meeting Room Credits to Your Customers
Logging a Call for an Account in essensys OperateEnter Customer Calls and Related Information into essensys Operate
Sending an Email to an Account from within essensys OperateContacting Clients by Email using essensys Operate
essensys Operate Account CodesAdd Account Codes to Allow essensys Operate to Import Client Charges from Third Party Applications
Standard Discounts Against an essensys Operate AccountUse Operate to Provide Specific Clients with Discounts
Using Group Accounts in essensys OperateUse essensys Operate Group Accounts to Manage Clients who Rent in Different Buildings
The Account Activity History in essensys OperateView Historical Account Information in Operate
Account End Dates in OperateWhat the Account End Date can be used for in Operate
Overriding Account Discounts in OperateUse this feature to top up Account discounts or ensure specific accounts are not billed at all.
Changing an Account Record TypeChanging an accounts record type in essensys Operate: From Prospect to Customer
essensys Operate Contacts OverviewGeneral Information about the essensys Operate Contacts Module
Creating Contacts in essensys OperateAdd New Contacts to Your essensys Operate System
Updating a Contact in essensys OperateMaking Changes to an essensys Operate Contact Record
Sending an Email to a Contact in essensys OperateEmailing Your essensys Operate Contacts
Logging a Call for an essensys Operate ContactLog Contact Calls and Related Information in essensys Operate
Operate - Creating a Licence From an Existing OpportunityTurn an Opportunity into a Licence Agreement using Operate
Automatically Reply to Leads Using the Auto Response Feature in OperateSending Auto Responses to Incoming Leads using Operate
Unreadable Leads in OperateWhy Unreadable Leads occur in Operate and how to turn them into valid leads
LeadDadi Brokers working with OperateA List of LeadDadi Brokers Available within essensys Operate
Operate - Leads OverviewGeneral Information about the essensys Operate Leads Module
How to Check for New Leads in OperateUse the Check for Leads feature to ensure your leads list is up to date
Leads List Views Available in essensys OperateAn Explanation of the Default List Views within the essensys Operate Leads Module
Creating and Updating Leads in essensys OperateManually Adding and Making Changes to essensys Operate Leads
Logging a Lead Call in essensys OperateLogging Lead Calls and Related Information into essensys Operate
Converting a Lead in essensys OperateConvert an essensys Operate Lead into an Account and/or an Opportunity
Sending an Email to a Lead using essensys OperateContacting Your Leads by Email using essensys Operate
Suspected Duplicate Leads in essensys OperateFinding Duplicate Leads in essensys Operate
Rejecting a Lead in essensys OperateMark a Lead as Dead in essensys Operate
essensys Operate Opportunities OverviewGeneral Information about the Opportunities Module in essensys Operate
Creating and Updating Opportunities in essensys OperateAdd New Opportunities to essensys Operate
Creating General or Office Space Related Opportunities in essensys OperateAdding New Opportunities to essensys Operate - General or Related to Office Spaces
Creating Opportunities for Meetings/Events or Virtual Clients/Memberships in essensys OperateAdd Opportunities for Meeting Rooms or Virtual Clients in essensys Operate
Updating and Customizing the Stages of an Operate OpportunityThis guide takes you through the stages of an Opportunity and how to update them
Logging a Call for an Opportunity using essensys OperateLog Opportunity Calls and Related Information in essensys Operate
Sending an Email to an Opportunity using essensys OperateContacting an Opportunity via Email using essensys Operate
Overturning an Opportunity in essensys OperateOverturn Opportunities in essensys Operate
Managing Opportunity Contract Values in OperateA few ideas on how to keep track of contract values in Operate
Operate - Licence Common Issues and Best PracticesDo you have a question or an issue with Licences in Operate? You might find an answer here.
Operate - Renewing a LicenceLicence Agreement Renewal Process in Operate
Operate - Extending a LicenceExtend the Initial Term of a Licence in essensys Operate
Operate - Licence Terms and ConditionsAdding Terms and Conditions to Licence Agreements using essensys Operate
Operate - Terminating a Service on a LicenceMake Changes to an essensys Operate Licence when it the Remains Active, but the client Terminates a Service
Operate - Transferring a Licence When the Client Moves OfficesGeneral essensys Operate Office Move Procedure
Operate - Setting Up Rolling ContractsA Guide to Configuring Rolling Licence Agreements / Contracts in essensys Operate
Operate - Approving LicencesApprove Operate Licences before they are enforced
Operate - Movement HistoryView All Movements Your Customers Make Using essensys Operate
Operate - Creating a Stepped LicenceUsing Operate to create stepped deals which gradually increase pricing
Operate - Adding an Ad-Hoc Charge to a LicenceAdd Additional Charges to the Initial Invoice When Creating a Licence in Operate
Operate - Viewing Events / Audit TrailsSee what happens with your Operate Licences
Operate - Giving Notice on a Licence AgreementHow to give notice and extend a licence agreement in essensys Operate
Operate - Activating a New Client LicenceActivating a New Client Licence
Operate - Merging LicencesThis article shows you how to merge to of the same customer's Licence records into one.
Operate - Using CommissionsIf you would like to grant a commission to a salesperson or broker, read this guide to find how to implement this within Operate
Operate - Pausing Memberships without Reflecting the Pause in Occupancy ReportsThis guide explains how to pause a membership for an existing customer
Operate - Managing Payments for Paused MembershipsThis guide shows you how to use Operate to ensure payments are collected and accounted for after a member has had billing paused
Operate - Adding Surety to Licence AgreementsUse the Surety feature when you need additional assurance as part of your Licence agreements
Operate - Approving or Rejecting a Licence DiscountResponding to Email Notifications for Licences with Discounts
Operate - Licence TypesTypes of Licence Agreements to Create with essensys Operate
Operate - Creating a Licence: Co-WorkingUse essensys Operate Create a New Licence for a Client Renting Co-Working Space
Operate - Creating a Licence: ResidentialUse essensys Operate Create a New Licence for a Resident Customer
Operate - Creating a Licence: VirtualUse essensys Operate Create a New Licence for a Virtual Client
Operate - Transferring a LicenceA General Licence Transfer Process in essensys Operate
Operate - Terminating a LicenceThe General Licence Termination Process in essensys Operate
Operate - Adding Offices and Services to a LicenceAdd Office Space, Contract or Virtual Services to a Licence Agreement in essensys Operate
Operate - Licences OverviewGeneral Information about the Licences Module in essensys Operate
Operate - Creating a LicenceA Guide to Creating a New Licence Agreement in essensys Operate
Operate - Introducing eSignA new way to efficiently and securely send Licences from Operate
Operate - Sending a Licence via eSignSign your licences automatically using eSign and Operate
Operate - Long Running LicencesThis article explains the adjustments Operate makes to help you manage very extensive Licence Agreements
Operate - Issuing LicencesThis guide shows you how to send a Licence to your customer
Operate - Pausing a Membership and Extending the LicenceThis article shows you how to pause a membership and extend the licence to recover the revenue that would have been earned during the pause
Operate - Viewing the Original End Date of a LicenceThis should help you find the original end date of a licence that has been updated or extended
The Revenue Flow in essensys Operate - An OverviewHow Revenue is Being Managed in essensys Operate
View Aged Debtors in essensys OperateUse essensys Operate to View What Clients Owe You
Account Statements in essensys OperateGenerate Client Account Statements in the Accounts Receivable Module within essensys Operate
essensys Operate Accounts Receivable OverviewGeneral Information about the Accounts Receivable Module in essensys Operate
Creating a Bounced Check in essensys OperateAdd a Bounced Check to the Accounts Receivable Module in essensys Operate
Managing Deposits with essensys OperateManage Deposits using the essensys Operate Accounts Receivable Module
Recording a Payment in essensys OperateAdding a Payment to the Accounts Receivable Module in essensys Operate
Using the Accounts Receivable Journal in essensys OperateAdd Journal Entries to the Accounts Receivable Module in essensys Operate
Operate - Managing Recurring CollectionsThis guide shows how to collect payments your clients have made on your Portal
Removing a Payment from Operate's Accounts Receivable ModuleA guide to removing a payment from Operate
Managing Refunds other than Deposits in OperateThis guide shows you how to use Operate to refund customers for charges other than deposits
Refunding a deposit for a member with zero balance in OperateRefunding a deposit for a member with zero balance
Offsetting all or a certain portion of the member deposit to an existing balance in OperateUsing Operate to offset deposit to an existing balance
Allocating Existing Payments to Invoices in Operate's Accounts ReceivableDecreasing the Outstanding Amount of an Operate Invoice by Applying an Existing Payment
Issuing Invoices with OperateApproving Invoices and Issuing them to Your Customers in Operate
Viewing invoices in essensys OperateViewing the Invoices You Create within essensys Operate
Drafting Credit Notes using essensys OperateCreating Draft Credit Notes in essensys Operate
Drafting Invoices in essensys OperateA Guide to Creating Draft Invoices using essensys Operate
Adding Fees in essensys OperateInvoicing Customers for Fees Additional to Rent or Services in essensys Operate
Credit Notes - Creating a credit invoice in OperateUse Operate to provide credit to customers
How to View a List of all Invoices and Credit Notes in OperateUsing Operate Reports to Create a List of Invoices / Credit Notes
Allocating Credit Notes to Invoices in Operate's Accounts ReceivableDecreasing the Outstanding Amount of an Operate Invoice by Applying an Existing Credit Note
Resetting an Invoice in OperateThis feature reverts approved Operate invoices to draft
Booked / Unbooked Statuses for Invoices and Credit Notes in OperateThis explains the invoice and credit note statuses, booked or unbooked, depending on whether they have been exported to an accounting tool
Email Operate Invoices or Credit Notes to a Specific Address or to the CustomerThis guide explains how to email multiple invoices or credit notes from within Operate, to a selected email address or to your customers
Resetting Credit Notes in OperateThis article explains how to reset an already approved Credit Note in Operate
Issuing Credit Notes in OperateThis guide explains how to approve Credit Notes and issue them to your customers in Operate
Operate - Using Metered Batch SheetsAdd Charges for Metered Products/Services using Metered Batch Sheets in essensys Operate
Using Charge Sheets in essensys OperateAdding Charges with Charge Sheets in essensys Operate
Using Batch Sheets in essensys OperateAdding Charges Using with Sheets in essensys Operate
Importing Charges into essensys OperateUsing Device Imports to Import Charges into essensys Operate
Viewing and Updating Charge Sheets in essensys OperateView, Edit, Delete and See Charge Sheet Events in essensys Operate
Viewing and Updating Batch Sheets in essensys OperateView, Edit, Delete, Copy and See Batch Sheet Events in essensys Operate
Using the essensys Operate Point of SaleUse the Tablet-Friendly Operate POS to Easily Sell Products and Services at Your Location
Supported Call Loggers in essensys OperateA List of Call Loggers from which You Can Import Charges into essensys Operate
How to Bundle Items Together in essensys OperateCreate Product Bundles within Operate
Creating Maps to Import Charges from your Device or Application into OperateImport client charges from any device or app into Operate
Direct Debit Collection Methods in OperateA list of direct debit collection providers you can use within Operate
Configuring and Collecting Direct Debit Payments within OperateThis explains how to set up Operate to collect Direct Debit payments from your customers
Customer Discount Types and How they Work within OperateThis is an overview of discount types applied within Operate
Importing Call Charges from Connect to OperateHow to import your call charges from Connect to Operate
Importing Charges from Platform to OperateUsing Platform Charge Imports to import charges from Platform into essensys Operate
Billing Checks and Bill Runs for Ad-Hoc Charges in essensys OperateThe Entire Process of Performing Billing Checks and Going through a Bill Run for Ad-Hoc Charges in essensys Operate
Billing Checks and Bill Runs for Recurring Charges in essensys OperateThe Entire Process of Performing Billing Checks and Going through a Bill Run for Recurring Charges in essensys Operate
essensys Operate: Bill Run OverviewGeneral Information about the Bill Run Process in essensys Operate
Bill Run for both Ad-Hoc and Recurring Charges in essensys OperateThe Entire Process of Performing Billing Checks and Going through a Bill Run for both Ad-Hoc and Recurring Charges in essensys Operate
General Pre-Bill Run ChecklistGo through a Bill Run only after having made sure these items are checked
Quickbooks online (EU) Accounting/Financial Export from essensys OperateIntegrating Quickbooks online with essensys Operate to Export Financial Data
Xero Accounting/Financial Export from essensys OperateIntegrating Xero with essensys Operate to Export Invoices & Credit notes
Quickbooks Online (US) Accounting/Financial Export from Operate (pre-Nov-2017)Integrating Quickbooks with Operate to Export Financial Data
Bluebox Financial Export from from essensys OperateHow to Export Transactions from essensys Operate to Bluebox
Configuring Your First Quickbooks Desktop Pro Financial Export from OperateThis guide explains the configuration steps you need to go through before conducting your first export to Quickbooks Desktop Pro
Sage 300 CRE Accounting/Financial Export from OperateExport payments, journals, invoices and credit notes from Operate to Sage 300 CRE
Exporting Transactions from Operate to Quickbooks Desktop ProRun a financial export of all your transactions, from Operate to Quickbooks Desktop Pro
Accounting / Financial Exports from Operate to any Accounting SystemThis guide explains how to retrieve Invoice and Credit Note data that you can then import into your accounting application
Exporting Financial Transactions from Operate to Sage Line 50 v26-v30 using a file exportUse Operate's financial integration to Sage Line 50 to export transactions such as invoices, credit notes, payments, journals, etc.
Xero Accounting Export Setup for OperateConfigure Operate and Xero for your financial exports
List of Operate financial / accounting software integrations & file exportsA list of financial software integrations
The essensys Financial Connector - Financial Exports to QuickbooksThis guide takes you through the necessary steps to take in order to export Operate transactions to Quickbooks Desktop
The essensys Financial Connector - Financial Exports to Sage 50 v26-v30This guide takes you through the necessary steps to take in order to export Operate transactions to SagLine 50 v26-v30
Yardi Financial Export from OperateThis article explains how to export financial information from within Operate to Yardi
Access Dimensions Financial Export from OperateThis guide explains how to export financial information from Operate to Access Dimensions
Exporting Payments to Sage 50How to export payments and journals to Sage line 50
Quickbooks Online (US) Accounting/Financial Export from Operate with Automatic Sales Tax SetupThis guide shows how to run an export to Quickbooks Online using the Automated Sales Tax
Exporting financial transactions to Sage 200This guide shows you how to export invoices and credit notes to Sage 200
essensys Operate Email FeaturesGeneral Information about how to send emails from Operate
Using Merge Fields in essensys Operate Email MessagesPull Information from Within the essensys System into Your Email Messages
Email Campaigns in essensys OperateRunning Email Campaigns in essensys Operate
Email Notifications in essensys OperateReceive Email Notifications from Your Inbox to Operate
Emails from essensys OperateAn overview of how emails can be sent from Operate, and who they are sent from
Email Fields in OperateInfo on how email fields work in Operate
Sending Mass Emails from within essensys OperateThis article takes you through the methods you can use to email your members from within Operate
Operate - Two-way EmailingUse Two Way Email to Send Your Inbox to essensys Operate
Setting up SPF Records in OperateA guide to ensuring emails you send from Operate are delivered successfully by setting up an SPF record
Using Meeting Packages in essensys OperateProvide Free Meeting Room Time to Your Clients with essensys Operate
Making Multiple Meeting Room Bookings within essensys OperateUsing Operate's Multiple Bookings to Book More than One Space in One Go
Making a Booking Using the essensys Operate CalendarA Guide to the General Booking Process within essensys Operate
essensys Operate Calendar OverviewAn overview of the calendar within essensys Operate
Making a Recurring Meeting Room Booking with essensys OperateBook Meeting Rooms on a Recurring Basis with essensys Operate
Applying Day Delegate Rates to Meeting Room Bookings within essensys OperateUse essensys Operate to Charge per Person per Day for Your Meeting Rooms
Meeting Room Booking Rates in essensys OperateHow Meeting room bookings interact with meeting room rates in essensys Operate
Checking and Confirming Provisional Bookings in OperateHow to find and confirm provisional bookings within your Operate calendar
Charging for Bookings in Operate: The PoS vs. The CalendarThis article shows how bookable space is managed in the Operate PoS and what your booking invoicing options are
Using the Availability Feature in OperateClosing your Locations and blocking bookings
Operate Calendar Icons and Colour CodingThis article explains the icons and colours displayed within the Operate Calendar
Exporting Operate Calendar BookingsThis guide shows you how to download a list of Operate Calendar Bookings in CSV format.
Invoice template merge fields explainedThis guide is a list of less commonly used invoice template merge fields and their explanations
Available Default Templates in OperateThis artricle lists all templates that Operate comes with by default
How to Preview Templates in Operate Using Live Customer DataThis article explains how to preview Operate document templates with customer data
Running Standard Reports in essensys OperateA Guide to Running the Preconfigured Reports in essensys Operate
Data Ranges in essensys Operate ReportsAvailable Data Ranges in essensys Operate Reports
Operate Reports OverviewGeneral Information about Operate Reports
essensys Operate Report TypesTypes of Reports to Run in essensys Operate
Creating a New Report in essensys OperateCreating Custom Reports in essensys Operate
Tabular Reports in essensys OperateCreating Tabular Reports in essensys Operate
Grouping Data in essensys Operate ReportsCreating Groups of Data in essensys Operate Reports
Sorting Report Data in essensys OperateHow to Sort Data in essensys Operate Reports
Meeting Booking Reports in essensys OperateRunning Meeting Booking Reports in essensys Operate
Occupancy Reports in essensys OperateRunning Occupancy Reports in essensys Operate
Deleting a Report Column in essensys OperateDelete an Existing Report Column in essensys Operate
Summary Reports in essensys OperateCreating Summary Reports in essensys Operate
Hiding Row Details in essensys Operate Summary ReportsShow'Hide Record Count or Row Details in essensys Operate Summary Reports
Using Advanced Filters in essensys Operate ReportsNarrow Down Your Operate Report Data Using Advanced Filters
List of Operate Standard ReportsPre-configured Operate Reports that you can run any time
Scheduling a Report in OperateUse Operate to Schedule a Report to Be Sent to Staff on a Regular Basis
About the Aged Debtors Report in OperateRun Aged Debtor Reports in Operate to keep track of money owed to your company
Creating a Recurring Payments ReportThis guide explains how to get a report on customers who have enabled recurring payments
Creating a Summary Report in OperateUse Operate's Summary Reports to get a quick glance at your data
Creating a Tabular Report in OperateList important data in a simple format, using Operate's Tabular Reports
Creating a Matrix Report in OperateView complex data using Operate's Matrix Reports
Exporting Operate ReportsUse your data with other tools or print your Operate reports
Report Configuration Options in OperateEdit your Operate Reports, rename them, apply filters and more
Emailing an Operate ReportThis is how to send an Operate report via email
Scheduling an Operate ReportSend Reports to relevant people on a scheduled basis
Using Calculated Fields in Operate ReportsEnter your own formulas in Operate Reports
Operate Reports OverviewGet to know Operate's latest reporting features
Using Operate Reports in View ModeView reports, filter or export them, all from one user-friendly screen
Creating a Chart Report in OperateBuild chart reports for simpler data visualisation
Attaching a Chart to other Report TypesEnhance data visualisation by attaching a chart to tabular, summary or matrix reports
Sending an Operate Scheduled Report to an S3 BucketSending the Report to an AWS S3 Bucket
Operate Supported Browsers and How to Clear their CacheFind out what browsers are supported by essensys and solve Issues by clearing your browser cache.
essensys Operate: I use an iMac and I cannot scroll down to the bottom of all the screensiMAc Specific Scrolling Issue within essensys Operate
essensys Operate is being blocked by your Firewall / Mail Server Spam Filtersessensys Operate IP Addresses to Whitelist
essensys Operate: Account Record not Displaying when Booking a Meeting RoomTroubleshoot Calendar Related Issues in essensys Operate
Delete App Cache (Google Chrome)How to delete your app cache. This is the next step if clearing your browser cache doesn't fix the issue.
Using essensys Credits in OperateUseful information to understand before you make the decision to install essensys Credits
essensys Credits on a LicenceThe different types of credits you can add to a licence and how to manage them effectively.
essensys Credits vs. Meeting Credits vs. Meeting PackagesThere are different discounting options available to apply to your members within Operate
Switching Customers from Cash to essensys CreditsHow to switch Customers from Cash to essensys Credits.
Meeting room and desk bookings using essensys CreditsThis will guide will take you through how essensys Credits are used for meeting room and desk bookings.