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USING OPERATE
USING OPERATE
Stuart Stapley avatarAlex Taylor avatarAisha Ali avatar
6 authors245 articles
Operate - Creating a Licence From an Existing OpportunityTurn an Opportunity into a Licence Agreement using Operate

Accounts

essensys Operate Accounts OverviewOverview and Features of the Accounts Module in essensys Operate
The Account Activity History in essensys OperateView Historical Account Information in Operate
Adding a Prospect Account to essensys OperateAdd a Prospect Client to essensys Operate
Mailing Lists in essensys OperateEmail Multiple Contacts in One Go using essensys Operate Mailing Lists
Adding a Broker Account to essensys OperateAdd a Broker to essensys Operate
Adding a Customer Account to essensys OperateManually Add a Customer to essensys Operate
Changing an Account Record TypeChanging an accounts record type in essensys Operate: From Prospect to Customer
Updating an Account in essensys OperateMake Changes to an essensys Operate Account Record
Terminating an Account in essensys OperateTerminate essensys Operate Accounts when Business Relationships End
Using Group Accounts in essensys OperateUse essensys Operate Group Accounts to Manage Clients who Rent in Different Buildings
Merging Accounts in essensys OperateMerge Several Operate Accounts into One
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
Contact Inventory Items in essensys OperateUse essensys Operate to Manage Inventory Items Provided to Account Contacts
Standard Discounts Against an essensys Operate AccountUse Operate to Provide Specific Clients with Discounts
Meeting Credits in essensys OperateUse essensys Operate to Give Free Meeting Room Credits to Your Customers
Adding Notes and Attachments to an essensys Operate AccountAdd Notes and Attach Files to essensys Operate Account Records
Sending Accounts in Operate to Connect as ClientsHow to link Accounts created in Operate to Clients within Connect
Overriding Account Discounts in OperateUse this feature to top up Account discounts or ensure specific accounts are not billed at all.
Account End Dates in OperateWhat the Account End Date can be used for in Operate

Licences

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
Operate - Licences OverviewGeneral Information about the Licences Module in essensys Operate
Operate - Licence TypesTypes of Licence Agreements to Create with essensys Operate
Operate - Creating a LicenceA Guide to Creating a New Licence Agreement 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 - 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 - 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 an Ad-Hoc Charge to a LicenceAdd Additional Charges to the Initial Invoice When Creating a Licence in Operate
Operate - Adding Surety to Licence AgreementsUse the Surety feature when you need additional assurance as part of your Licence agreements
Operate - Licence Terms and ConditionsAdding Terms and Conditions to Licence Agreements using essensys Operate
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 - Activating a New Client LicenceActivating a New Client Licence
Operate - Issuing LicencesThis guide shows you how to send a Licence to your customer
Operate - Approving LicencesApprove Operate Licences before they are enforced
Operate - Approving or Rejecting a Licence DiscountResponding to Email Notifications for Licences with Discounts
Operate - Giving Notice on a Licence AgreementHow to give notice and extend a licence agreement in essensys Operate
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 - Creating a Licence: Co-WorkingUse essensys Operate Create a New Licence for a Client Renting Co-Working Space
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 - Creating a Stepped LicenceUsing Operate to create stepped deals which gradually increase pricing
Operate - Setting Up Rolling ContractsA Guide to Configuring Rolling Licence Agreements / Contracts in essensys Operate
Operate - Long Running LicencesThis article explains the adjustments Operate makes to help you manage very extensive Licence Agreements
Operate - Terminating a LicenceThe General Licence Termination Process in 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 LicenceA General Licence Transfer Process in essensys Operate
Operate - Transferring a Licence When the Client Moves OfficesGeneral essensys Operate Office Move Procedure
Operate - Extending a LicenceExtend the Initial Term of a Licence in essensys Operate
Operate - Movement HistoryView All Movements Your Customers Make Using essensys Operate
Operate - Renewing a LicenceLicence Agreement Renewal Process 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 - Viewing Events / Audit TrailsSee what happens with your Operate Licences
Operate - Merging LicencesThis article shows you how to merge to of the same customer's Licence records into one.

Accounts Receivable

essensys Operate Accounts Receivable OverviewGeneral Information about 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
Recording a Payment in essensys OperateAdding a Payment to the Accounts Receivable Module in essensys Operate
Removing a Payment from Operate's Accounts Receivable ModuleA guide to removing a payment from Operate
Creating a Bounced Check in essensys OperateAdd a Bounced Check to the Accounts Receivable Module in essensys Operate
Account Statements in essensys OperateGenerate Client Account Statements in the Accounts Receivable Module within essensys Operate
View Aged Debtors in essensys OperateUse essensys Operate to View What Clients Owe You
The Revenue Flow in essensys Operate - An OverviewHow Revenue is Being Managed in essensys Operate
Managing Deposits with essensys OperateManage Deposits using the essensys Operate Accounts Receivable Module
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
Allocating Existing Payments to Invoices in Operate's Accounts ReceivableDecreasing the Outstanding Amount of an Operate Invoice by Applying an Existing Payment
Offsetting all or a certain portion of the member deposit to an existing balance in OperateUsing Operate to offset deposit to an existing balance
Operate - Managing Recurring CollectionsThis guide shows how to collect payments your clients have made on your Portal

Invoices and Credit Notes

Drafting Invoices in essensys OperateA Guide to Creating Draft Invoices using essensys Operate
Viewing invoices in essensys OperateViewing the Invoices You Create within essensys Operate
Issuing Invoices with OperateApproving Invoices and Issuing them to Your Customers in Operate
Resetting an Invoice in OperateThis feature reverts approved Operate invoices to draft
Adding Fees in essensys OperateInvoicing Customers for Fees Additional to Rent or Services in essensys Operate
Drafting Credit Notes using essensys OperateCreating Draft Credit Notes in essensys Operate
Issuing Credit Notes in OperateThis guide explains how to approve Credit Notes and issue them to your customers in Operate
Allocating Credit Notes to Invoices in Operate's Accounts ReceivableDecreasing the Outstanding Amount of an Operate Invoice by Applying an Existing Credit Note
Credit Notes - Creating a credit invoice in OperateUse Operate to provide credit to customers
Resetting Credit Notes in OperateThis article explains how to reset an already approved Credit Note in Operate
How to View a List of all Invoices and Credit Notes in OperateUsing Operate Reports to Create a List of Invoices / Credit Notes
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

Charges

Using Charge Sheets in essensys OperateAdding Charges with Charge Sheets in essensys Operate
Viewing and Updating Charge Sheets in essensys OperateView, Edit, Delete and See Charge Sheet Events in essensys Operate
Using Batch Sheets in essensys OperateAdding Charges Using with Sheets in essensys Operate
Viewing and Updating Batch Sheets in essensys OperateView, Edit, Delete, Copy and See Batch Sheet Events in essensys Operate
Operate - Using Metered Batch SheetsAdd Charges for Metered Products/Services using Metered Batch Sheets in essensys Operate
Importing Charges into essensys OperateUsing Device Imports to Import Charges into essensys Operate
Importing Call Charges from Connect to OperateHow to import your call charges from Connect to Operate
Supported Call Loggers in essensys OperateA List of Call Loggers from which You Can Import Charges into essensys 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
Using the essensys Operate Point of SaleUse the Tablet-Friendly Operate POS to Easily Sell Products and Services at Your Location
How to Bundle Items Together in essensys OperateCreate Product Bundles within Operate
Customer Discount Types and How they Work within OperateThis is an overview of discount types applied within Operate

Accounting/Financial Exports

List of Operate financial / accounting software integrations & file exportsA list of financial software integrations
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
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-v28This guide takes you through the necessary steps to take in order to export Operate transactions to SagLine 50 v26-v28
Quickbooks online (EU) Accounting/Financial Export from essensys OperateIntegrating Quickbooks online with essensys Operate to Export Financial Data
Quickbooks Online (US) Accounting/Financial Export from Operate (pre-Nov-2017)Integrating Quickbooks with Operate to Export Financial Data
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
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
Exporting Transactions from Operate to Quickbooks Desktop ProRun a financial export of all your transactions, from Operate to Quickbooks Desktop Pro
Exporting financial transactions to Sage 200This guide shows you how to export invoices and credit notes to Sage 200
Exporting Financial Transactions from Operate to Sage Line 50 v26-v27 using a file exportUse Operate's financial integration to Sage Line 50 to export transactions such as invoices, credit notes, payments, journals, etc.
Bluebox Financial Export from from essensys OperateHow to Export Transactions from essensys Operate to Bluebox
Xero Accounting/Financial Export from essensys OperateIntegrating Xero with essensys Operate to Export Invoices & Credit notes
Xero Accounting Export Setup for OperateConfigure Operate and Xero for your financial exports
Sage 300 CRE Accounting/Financial Export from OperateExport payments, journals, invoices and credit notes from Operate to Sage 300 CRE
Access Dimensions Financial Export from OperateThis guide explains how to export financial information from Operate to Access Dimensions
Yardi Financial Export from OperateThis article explains how to export financial information from within Operate to Yardi
Exporting Payments to Sage 50How to export payments and journals to Sage line 50

Calendars

essensys Operate Calendar OverviewAn overview of the calendar within essensys Operate
Meeting Room Booking Rates in essensys OperateHow Meeting room bookings interact with meeting room rates in essensys Operate
Making a Booking Using the essensys Operate CalendarA Guide to the General Booking Process within 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 Recurring Meeting Room Booking with essensys OperateBook Meeting Rooms on a Recurring Basis with essensys Operate
Checking and Confirming Provisional Bookings in OperateHow to find and confirm provisional bookings within your Operate calendar
Operate Calendar Icons and Colour CodingThis article explains the icons and colours displayed within the 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 Meeting Packages in essensys OperateProvide Free Meeting Room Time to Your Clients with essensys Operate
Operate Rooms: An Operate AppEasily Find Meeting Room Availability using 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
Using the Availability Feature in OperateClosing your Locations and blocking bookings
Exporting Operate Calendar BookingsThis guide shows you how to download a list of Operate Calendar Bookings in CSV format.

Standard Reports

Operate Reports OverviewGeneral Information about Operate Reports
List of Operate Standard ReportsPre-configured Operate Reports that you can run any time
essensys Operate Report TypesTypes of Reports to Run in essensys Operate
Creating a New Report in essensys OperateCreating Custom Reports in essensys Operate
Using Advanced Filters in essensys Operate ReportsNarrow Down Your Operate Report Data Using Advanced Filters
Summary Reports in essensys OperateCreating Summary Reports in essensys Operate
Tabular Reports in essensys OperateCreating Tabular Reports in essensys Operate
Running Standard Reports in essensys OperateA Guide to Running the Preconfigured Reports in essensys Operate
Scheduling a Report in OperateUse Operate to Schedule a Report to Be Sent to Staff on a Regular Basis
Deleting a Report Column in essensys OperateDelete an Existing Report Column 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
Hiding Row Details in essensys Operate Summary ReportsShow'Hide Record Count or Row Details in essensys Operate Summary Reports
Data Ranges in essensys Operate ReportsAvailable Data Ranges in essensys Operate Reports
Occupancy Reports in essensys OperateRunning Occupancy Reports in essensys Operate
Meeting Booking Reports in essensys OperateRunning Meeting Booking Reports in essensys Operate
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