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USING OPERATE
USING OPERATE
+4
243 articles in this collection
Written by
Aisha Ali,
Alex Taylor,
Nicole Lachowicz
and 4 others
Getting Started
Operate Overview
General Information about essensys Operate and its Modules
Written by
Stuart Stapley
Updated over a week ago
Operate and GDPR
How the new GDPR standards have been met within Operate
Written by
Alex Taylor
Updated over a week ago
essensys Operate Onboarding Guide
Start Here if You Are a New Operate User
Written by
Stuart Stapley
Updated over a week ago
How to Reset Your Operate Password
If you forgot your password for Operate, you can reset it using this guide.
Written by
Stuart Stapley
Updated over a week ago
Operate home dashboard - Beta
A new home page providing quick insights into your Operations
Written by
Stuart Stapley
Updated over a week ago
Operate Glossary
Common Operate Terms and Their Definition
Written by
Stuart Stapley
Updated over a week ago
essensys Operate: The Main Menu Explained
Each essensys Operate Menu Item Explained
Written by
Stuart Stapley
Updated over a week ago
Your essensys Operate Profile
Completing Your essensys Operate Profile
Written by
Stuart Stapley
Updated over a week ago
Finding User Last Login Information in essensys Operate
Find out When Team Members Have Last Logged into essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Customising Your essensys Operate Email Signature
Create a Custom Email Signature in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Assigning multiple records to users in essensys Operate
re-assigning multiple leads, opportunities, accounts, tasks and licences to a different or new user
Written by
Stuart Stapley
Updated over a week ago
Operate Inactive Sessions
This article explains what happens when you are logged into Operate, but are inactive
Written by
Stuart Stapley
Updated over a week ago
Data Returned by essensys upon Licence Termination
See what data essensys can return when you stop using Operate
Written by
Stuart Stapley
Updated over a week ago
Working with Records
Viewing and Updating Records in essensys Operate
View, Update, Delete, Copy Records, See Record Events in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Searching for Records in essensys Operate
AvaIlable Search Features in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
List Views in essensys Operate
Customize Record List Views in Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a List View of Available Offices in Operate
An easy way to see vacant offices within the buildings you manage in your Operate
Written by
Stuart Stapley
Updated over a week ago
Updating List Views in essensys Operate
Customize how essensys Operate displays your records
Written by
Stuart Stapley
Updated over a week ago
Customizing List View Columns in essensys Operate
Choose the columns to display in your essensys Operate list views
Written by
Stuart Stapley
Updated over a week ago
essensys Operate Records and Record Types
General Information about Records and Record Types in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
essensys Operate Record Events and Audit Trails
View Record Events History in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Deleting Records in essensys Operate
Delete Records from essensys Operate
Written by
Stuart Stapley
Updated over a week ago
The Recycle Bin in essensys Operate
Restore Deleted Records in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Accounts
essensys Operate Accounts Overview
Overview and Features of the Accounts Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
The Account Activity History in essensys Operate
View Historical Account Information in Operate
Written by
Stuart Stapley
Updated over a week ago
Adding a Prospect Account to essensys Operate
Add a Prospect Client to essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Adding a Broker Account to essensys Operate
Add a Broker to essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Adding a Customer Account to essensys Operate
Manually Add a Customer to essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Changing an Account Record Type
Changing an accounts record type in essensys Operate: From Prospect to Customer
Written by
Stuart Stapley
Updated over a week ago
Updating an Account in essensys Operate
Make Changes to an essensys Operate Account Record
Written by
Stuart Stapley
Updated over a week ago
Terminating an Account in essensys Operate
Terminate essensys Operate Accounts when Business Relationships End
Written by
Stuart Stapley
Updated over a week ago
Using Group Accounts in essensys Operate
Use essensys Operate Group Accounts to Manage Clients who Rent in Different Buildings
Written by
Stuart Stapley
Updated over a week ago
Merging Accounts in essensys Operate
Merge Several Operate Accounts into One
Written by
Stuart Stapley
Updated over a week ago
Logging a Call for an Account in essensys Operate
Enter Customer Calls and Related Information into essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Sending an Email to an Account from within essensys Operate
Contacting Clients by Email using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
essensys Operate Account Codes
Add Account Codes to Allow essensys Operate to Import Client Charges from Third Party Applications
Written by
Stuart Stapley
Updated over a week ago
Contact Inventory Items in essensys Operate
Use essensys Operate to Manage Inventory Items Provided to Account Contacts
Written by
Stuart Stapley
Updated over a week ago
Standard Discounts Against an essensys Operate Account
Use Operate to Provide Specific Clients with Discounts
Written by
Stuart Stapley
Updated over a week ago
Meeting Credits in essensys Operate
Use essensys Operate to Give Free Meeting Room Credits to Your Customers
Written by
Stuart Stapley
Updated over a week ago
Adding Notes and Attachments to an essensys Operate Account
Add Notes and Attach Files to essensys Operate Account Records
Written by
Stuart Stapley
Updated over a week ago
Sending Accounts in Operate to Connect as Clients
How to link Accounts created in Operate to Clients within Connect
Written by
Alex Taylor
Updated over a week ago
Overriding Account Discounts in Operate
Use this feature to top up Account discounts or ensure specific accounts are not billed at all.
Written by
Stuart Stapley
Updated over a week ago
Account End Dates in Operate
What the Account End Date can be used for in Operate
Written by
Stuart Stapley
Updated over a week ago
Contacts
essensys Operate Contacts Overview
General Information about the essensys Operate Contacts Module
Written by
Stuart Stapley
Updated over a week ago
Creating Contacts in essensys Operate
Add New Contacts to Your essensys Operate System
Written by
Stuart Stapley
Updated over a week ago
Updating a Contact in essensys Operate
Making Changes to an essensys Operate Contact Record
Written by
Stuart Stapley
Updated over a week ago
Sending an Email to a Contact in essensys Operate
Emailing Your essensys Operate Contacts
Written by
Stuart Stapley
Updated over a week ago
Logging a Call for an essensys Operate Contact
Log Contact Calls and Related Information in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Sending an SMS to an essensys Operate Contact
Sending SMS Messages to Your Contacts in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Sales
essensys Operate Sales Overview
General Information About the Sales Module in Operate
Written by
Stuart Stapley
Updated over a week ago
The essensys Operate Sales Dashboard
A Visual Overview of Your Sales Activity in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Leads
How to Check for New Leads in Operate
Use the Check for Leads feature to ensure your leads list is up to date
Written by
Alex Taylor
Updated over a week ago
essensys Operate Leads Overview
General Information about the essensys Operate Leads Module
Written by
Stuart Stapley
Updated over a week ago
Leads List Views Available in essensys Operate
An Explanation of the Default List Views within the essensys Operate Leads Module
Written by
Stuart Stapley
Updated over a week ago
Creating and Updating Leads in essensys Operate
Manually Adding and Making Changes to essensys Operate Leads
Written by
Stuart Stapley
Updated over a week ago
Logging a Lead Call in essensys Operate
Logging Lead Calls and Related Information into essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Converting a Lead in essensys Operate
Convert an essensys Operate Lead into an Account and/or an Opportunity
Written by
Stuart Stapley
Updated over a week ago
Sending an Email to a Lead using essensys Operate
Contacting Your Leads by Email using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Sending an SMS to a Lead using essensys Operate
Contacting Your essensys Operate Leads by SMS
Written by
Stuart Stapley
Updated over a week ago
Suspected Duplicate Leads in essensys Operate
Finding Duplicate Leads in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Rejecting a Lead in essensys Operate
Mark a Lead as Dead in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Automatically Reply to Leads Using the Auto Response Feature in Operate
Sending Auto Responses to Incoming Leads using Operate
Written by
Stuart Stapley
Updated over a week ago
Unreadable Leads in Operate
Why Unreadable Leads occur in Operate and how to turn them into valid leads
Written by
Stuart Stapley
Updated over a week ago
LeadDadi Brokers working with Operate
A List of LeadDadi Brokers Available within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Opportunities
essensys Operate Opportunities Overview
General Information about the Opportunities Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Creating and Updating Opportunities in essensys Operate
Add New Opportunities to essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Creating General or Office Space Related Opportunities in essensys Operate
Adding New Opportunities to essensys Operate - General or Related to Office Spaces
Written by
Stuart Stapley
Updated over a week ago
Creating Opportunities for Meetings/Events or Virtual Clients/Memberships in essensys Operate
Add Opportunities for Meeting Rooms or Virtual Clients in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Updating and Customizing the Stages of an Operate Opportunity
This guide takes you through the stages of an Opportunity and how to update them
Written by
Stuart Stapley
Updated over a week ago
Logging a Call for an Opportunity using essensys Operate
Log Opportunity Calls and Related Information in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Sending an Email to an Opportunity using essensys Operate
Contacting an Opportunity via Email using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Overturning an Opportunity in essensys Operate
Overturn Opportunities in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Managing Opportunity Contract Values in Operate
A few ideas on how to keep track of contract values in Operate
Written by
Stuart Stapley
Updated over a week ago
Licences
essensys Operate Licences Overview
General Information about the Licences Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Licence Types in essensys Operate
Types of Licence Agreements to Create with essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a Licence in essensys Operate
A Guide to Creating a New Licence Agreement in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Adding Offices and Services to a Licence in essensys Operate
Add Office Space, Contract or Virtual Services to a Licence Agreement in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Adding an Ad-Hoc Charge to an Operate Licence
Add Additional Charges to the Initial Invoice When Creating a Licence in Operate
Written by
Stuart Stapley
Updated over a week ago
Adding Surety to Licence Agreements in Operate
Use the Surety feature when you need additional assurance as part of your Licence agreements
Written by
Stuart Stapley
Updated over a week ago
essensys Operate: Licence Terms and Conditions
Adding Terms and Conditions to Licence Agreements using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using Commissions with Operate Licences
If you would like to grant a commission to a salesperson or broker, read this guide to find how to implement this within Operate
Written by
Stuart Stapley
Updated over a week ago
Issuing Licences
This guide shows you how to send a Licence to your customer
Written by
Stuart Stapley
Updated over a week ago
Activating a New Client Licence
Activating a New Client Licence
Written by
Stuart Stapley
Updated over a week ago
Approving Licences in essensys Operate
Approve Operate Licences before they are enforced
Written by
Stuart Stapley
Updated over a week ago
Approving or Rejecting a Licence Discount
Responding to Email Notifications for Licences with Discounts
S
Written by
Sean Patterson
Updated over a week ago
Giving Notice on an Operate Licence Agreement
How to give notice and extend a licence agreement in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a Licence From an Existing Opportunity using Operate
Turn an Opportunity into a Licence Agreement using Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a Licence in essensys Operate: Residential
Use essensys Operate Create a New Licence for a Resident Customer
Written by
Stuart Stapley
Updated over a week ago
Creating a Licence in essensys Operate: Virtual
Use essensys Operate Create a New Licence for a Virtual Client
Written by
Stuart Stapley
Updated over a week ago
Creating a Licence in essensys Operate: Co-Working
Use essensys Operate Create a New Licence for a Client Renting Co-Working Space
Written by
Stuart Stapley
Updated over a week ago
Introducing Operate eSign
A new way to efficiently and securely send Licences from Operate
Written by
Stuart Stapley
Updated over a week ago
Sending an Operate Licence via eSign
Sign your licences automatically using eSign and Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a Stepped Licence in Operate
Using Operate to create stepped deals which gradually increase pricing
Written by
Stuart Stapley
Updated over a week ago
Setting Up Rolling Contracts in Operate
A Guide to Configuring Rolling Licence Agreements / Contracts in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Long Running Licences within essensys Operate
This article explains the adjustments Operate makes to help you manage very extensive Licence Agreements
Written by
Stuart Stapley
Updated over a week ago
Terminating a Licence in essensys Operate
The General Licence Termination Process in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Terminating a Service on a Licence in essensys Operate
Make Changes to an essensys Operate Licence when it the Remains Active, but the client Terminates a Service
Written by
Stuart Stapley
Updated over a week ago
Transferring a Licence in essensys Operate
A General Licence Transfer Process in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Transferring an essensys Operate Licence When the Client Moves Offices
General essensys Operate Office Move Procedure
Written by
Stuart Stapley
Updated over a week ago
Extending a Licence in essensys Operate
Extend the Initial Term of a Licence in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
The essensys Operate Movement History
View All Movements Your Customers Make Using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Renewing a Licence in Operate
Licence Agreement Renewal Process in Operate
Written by
Stuart Stapley
Updated over a week ago
Operate Licences: Common Issues and Best Practices
Do you have a question or an issue with Licences in Operate? You might find an answer here.
Written by
Stuart Stapley
Updated over a week ago
Viewing Events / Audit Trails on Operate Licences
See what happens with your Operate Licences
Written by
Stuart Stapley
Updated over a week ago
Merging Licences in Essensys Operate
This article shows you how to merge to of the same customer's Licence records into one.
Written by
Stuart Stapley
Updated over a week ago
Accounts Receivable
essensys Operate Accounts Receivable Overview
General Information about the Accounts Receivable Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using the Accounts Receivable Journal in essensys Operate
Add Journal Entries to the Accounts Receivable Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Recording a Payment in essensys Operate
Adding a Payment to the Accounts Receivable Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Removing a Payment from Operate's Accounts Receivable Module
A guide to removing a payment from Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a Bounced Check in essensys Operate
Add a Bounced Check to the Accounts Receivable Module in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Account Statements in essensys Operate
Generate Client Account Statements in the Accounts Receivable Module within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
View Aged Debtors in essensys Operate
Use essensys Operate to View What Clients Owe You
Written by
Stuart Stapley
Updated over a week ago
The Revenue Flow in essensys Operate - An Overview
How Revenue is Being Managed in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Managing Deposits with essensys Operate
Manage Deposits using the essensys Operate Accounts Receivable Module
Written by
Stuart Stapley
Updated over a week ago
Managing Refunds other than Deposits in Operate
This guide shows you how to use Operate to refund customers for charges other than deposits
Written by
Stuart Stapley
Updated over a week ago
Refunding a deposit for a member with zero balance in Operate
Refunding a deposit for a member with zero balance
Written by
Stuart Stapley
Updated over a week ago
Allocating Existing Payments to Invoices in Operate's Accounts Receivable
Decreasing the Outstanding Amount of an Operate Invoice by Applying an Existing Payment
Written by
Stuart Stapley
Updated over a week ago
Offsetting all or a certain portion of the member deposit to an existing balance in Operate
Using Operate to offset deposit to an existing balance
Written by
Stuart Stapley
Updated over a week ago
Managing Recurring Collections in Operate
This guide shows how to collect payments your clients have made on your Portal
Written by
Stuart Stapley
Updated over a week ago
Invoices and Credit Notes
Drafting Invoices in essensys Operate
A Guide to Creating Draft Invoices using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Viewing invoices in essensys Operate
Viewing the Invoices You Create within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Issuing Invoices with Operate
Approving Invoices and Issuing them to Your Customers in Operate
Written by
Stuart Stapley
Updated over a week ago
Resetting an Invoice in Operate
This feature reverts approved Operate invoices to draft
Written by
Stuart Stapley
Updated over a week ago
Adding Fees in essensys Operate
Invoicing Customers for Fees Additional to Rent or Services in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Drafting Credit Notes using essensys Operate
Creating Draft Credit Notes in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Issuing Credit Notes in Operate
This guide explains how to approve Credit Notes and issue them to your customers in Operate
Written by
Stuart Stapley
Updated over a week ago
Allocating Credit Notes to Invoices in Operate's Accounts Receivable
Decreasing the Outstanding Amount of an Operate Invoice by Applying an Existing Credit Note
Written by
Stuart Stapley
Updated over a week ago
Credit Notes - Creating a credit invoice in Operate
Use Operate to provide credit to customers
Written by
Stuart Stapley
Updated over a week ago
Resetting Credit Notes in Operate
This article explains how to reset an already approved Credit Note in Operate
Written by
Stuart Stapley
Updated over a week ago
How to View a List of all Invoices and Credit Notes in Operate
Using Operate Reports to Create a List of Invoices / Credit Notes
Written by
Stuart Stapley
Updated over a week ago
Booked / Unbooked Statuses for Invoices and Credit Notes in Operate
This explains the invoice and credit note statuses, booked or unbooked, depending on whether they have been exported to an accounting tool
Written by
Stuart Stapley
Updated over a week ago
Email Operate Invoices or Credit Notes to a Specific Address or to the Customer
This guide explains how to email multiple invoices or credit notes from within Operate, to a selected email address or to your customers
Written by
Stuart Stapley
Updated over a week ago
Charges
Using Charge Sheets in essensys Operate
Adding Charges with Charge Sheets in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Viewing and Updating Charge Sheets in essensys Operate
View, Edit, Delete and See Charge Sheet Events in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using Batch Sheets in essensys Operate
Adding Charges Using with Sheets in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Viewing and Updating Batch Sheets in essensys Operate
View, Edit, Delete, Copy and See Batch Sheet Events in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using Metered Batch Sheets in essensys Operate
Add Charges for Metered Products/Services using Metered Batch Sheets in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Importing Charges into essensys Operate
Using Device Imports to Import Charges into essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Importing Call Charges from Connect to Operate
How to import your call charges from Connect to Operate
Written by
Stuart Stapley
Updated over a week ago
Supported Call Loggers in essensys Operate
A List of Call Loggers from which You Can Import Charges into essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Creating Maps to Import Charges from your Device or Application into Operate
Import client charges from any device or app into Operate
Written by
Stuart Stapley
Updated over a week ago
Direct Debit Collection Methods in Operate
A list of direct debit collection providers you can use within Operate
Written by
Stuart Stapley
Updated over a week ago
Configuring and Collecting Direct Debit Payments within Operate
This explains how to set up Operate to collect Direct Debit payments from your customers
Written by
Stuart Stapley
Updated over a week ago
Using the essensys Operate Point of Sale
Use the Tablet-Friendly Operate POS to Easily Sell Products and Services at Your Location
Written by
Stuart Stapley
Updated over a week ago
How to Bundle Items Together in essensys Operate
Create Product Bundles within Operate
Written by
Stuart Stapley
Updated over a week ago
Customer Discount Types and How they Work within Operate
This is an overview of discount types applied within Operate
Written by
Stuart Stapley
Updated over a week ago
Bill Run
essensys Operate: Bill Run Overview
General Information about the Bill Run Process in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
General Pre-Bill Run Checklist
Go through a Bill Run only after having made sure these items are checked
Written by
Stuart Stapley
Updated over a week ago
Billing Checks and Bill Runs for Ad-Hoc Charges in essensys Operate
The Entire Process of Performing Billing Checks and Going through a Bill Run for Ad-Hoc Charges in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Billing Checks and Bill Runs for Recurring Charges in essensys Operate
The Entire Process of Performing Billing Checks and Going through a Bill Run for Recurring Charges in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Bill Run for both Ad-Hoc and Recurring Charges in essensys Operate
The Entire Process of Performing Billing Checks and Going through a Bill Run for both Ad-Hoc and Recurring Charges in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Accounting/Financial Exports
List of Operate financial / accounting software integrations & file exports
A list of financial software integrations
Written by
Stuart Stapley
Updated over a week ago
Accounting / Financial Exports from Operate to any Accounting System
This guide explains how to retrieve Invoice and Credit Note data that you can then import into your accounting application
Written by
Stuart Stapley
Updated over a week ago
The essensys Financial Connector - Financial Exports to Quickbooks
This guide takes you through the necessary steps to take in order to export Operate transactions to Quickbooks Desktop
Written by
Stuart Stapley
Updated over a week ago
The essensys Financial Connector - Financial Exports to Sage 50 v26-v28
This guide takes you through the necessary steps to take in order to export Operate transactions to SagLine 50 v26-v28
Written by
Stuart Stapley
Updated over a week ago
Quickbooks online (EU) Accounting/Financial Export from essensys Operate
Integrating Quickbooks online with essensys Operate to Export Financial Data
Written by
Stuart Stapley
Updated over a week ago
Quickbooks Online (US) Accounting/Financial Export from Operate (pre-Nov-2017)
Integrating Quickbooks with Operate to Export Financial Data
Written by
Stuart Stapley
Updated over a week ago
Quickbooks Online (US) Accounting/Financial Export from Operate with Automatic Sales Tax Setup
This guide shows how to run an export to Quickbooks Online using the Automated Sales Tax
Written by
Stuart Stapley
Updated over a week ago
Configuring Your First Quickbooks Desktop Pro Financial Export from Operate
This guide explains the configuration steps you need to go through before conducting your first export to Quickbooks Desktop Pro
Written by
Stuart Stapley
Updated over a week ago
Exporting Transactions from Operate to Quickbooks Desktop Pro
Run a financial export of all your transactions, from Operate to Quickbooks Desktop Pro
Written by
Stuart Stapley
Updated over a week ago
Exporting financial transactions to Sage 200
This guide shows you how to export invoices and credit notes to Sage 200
Written by
Stuart Stapley
Updated over a week ago
Exporting Financial Transactions from Operate to Sage Line 50 v26-v27 using a file export
Use Operate's financial integration to Sage Line 50 to export transactions such as invoices, credit notes, payments, journals, etc.
Written by
Stuart Stapley
Updated over a week ago
Bluebox Financial Export from from essensys Operate
How to Export Transactions from essensys Operate to Bluebox
Written by
Stuart Stapley
Updated over a week ago
Xero Accounting/Financial Export from essensys Operate
Integrating Xero with essensys Operate to Export Invoices & Credit notes
Written by
Stuart Stapley
Updated over a week ago
Xero Accounting Export Setup for Operate
Configure Operate and Xero for your financial exports
Written by
Stuart Stapley
Updated over a week ago
Sage 300 CRE Accounting/Financial Export from Operate
Export payments, journals, invoices and credit notes from Operate to Sage 300 CRE
Written by
Stuart Stapley
Updated over a week ago
Access Dimensions Financial Export from Operate
This guide explains how to export financial information from Operate to Access Dimensions
Written by
Stuart Stapley
Updated over a week ago
Yardi Financial Export from Operate
This article explains how to export financial information from within Operate to Yardi
Written by
Stuart Stapley
Updated over a week ago
Exporting Payments to Sage 50
How to export payments and journals to Sage line 50
Written by
Stuart Stapley
Updated over a week ago
Space
Inventory Items in essensys Operate
Using Inventory Items in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using the Member Check In Page in essensys Operate
Checking Members In at Your Location using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Tours
Booking a Tour in essensys Operate
Booking Tours at Your Location in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Emails
essensys Operate Email Features
General Information about how to send emails from Operate
Written by
Stuart Stapley
Updated over a week ago
Emails from essensys Operate
An overview of how emails can be sent from Operate, and who they are sent from
Written by
Stuart Stapley
Updated over a week ago
Email Notifications in essensys Operate
Receive Email Notifications from Your Inbox to Operate
Written by
Stuart Stapley
Updated over a week ago
Email Campaigns in essensys Operate
Running Email Campaigns in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using Merge Fields in essensys Operate Email Messages
Pull Information from Within the essensys System into Your Email Messages
Written by
Stuart Stapley
Updated over a week ago
Email Fields in Operate
Info on how email fields work in Operate
Written by
Stuart Stapley
Updated over a week ago
SMS
Using SMS in Operate
Keep in touch with staff and clients using Operate's SMS feature
Written by
Stuart Stapley
Updated over a week ago
Calendars
essensys Operate Calendar Overview
An overview of the calendar within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Meeting Room Booking Rates in essensys Operate
How Meeting room bookings interact with meeting room rates in essensys Operate
Written by
Aisha Ali
Updated over a week ago
Making a Booking Using the essensys Operate Calendar
A Guide to the General Booking Process within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Making Multiple Meeting Room Bookings within essensys Operate
Using Operate's Multiple Bookings to Book More than One Space in One Go
Written by
Stuart Stapley
Updated over a week ago
Making a Recurring Meeting Room Booking with essensys Operate
Book Meeting Rooms on a Recurring Basis with essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Checking and Confirming Provisional Bookings in Operate
How to find and confirm provisional bookings within your Operate calendar
Written by
Stuart Stapley
Updated over a week ago
Operate Calendar Icons and Colour Coding
This article explains the icons and colours displayed within the Operate Calendar
Written by
Nicole Lachowicz
Updated over a week ago
Charging for Bookings in Operate: The PoS vs. The Calendar
This article shows how bookable space is managed in the Operate PoS and what your booking invoicing options are
Written by
Stuart Stapley
Updated over a week ago
Using Meeting Packages in essensys Operate
Provide Free Meeting Room Time to Your Clients with essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Operate Rooms: An Operate App
Easily Find Meeting Room Availability using essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Applying Day Delegate Rates to Meeting Room Bookings within essensys Operate
Use essensys Operate to Charge per Person per Day for Your Meeting Rooms
Written by
Stuart Stapley
Updated over a week ago
Using the Availability Feature in Operate
Closing your Locations and blocking bookings
Written by
Stuart Stapley
Updated over a week ago
Exporting Operate Calendar Bookings
This guide shows you how to download a list of Operate Calendar Bookings in CSV format.
Written by
Stuart Stapley
Updated over a week ago
Tasks
essensys Operate Tasks Overview
Managing Tasks within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using Tasks to manage your Opportunities
This article outlines how you can use tasks to set reminders and create tasks to progress sales negotiations in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Templates
Invoice template merge fields explained
This guide is a list of less commonly used invoice template merge fields and their explanations
Written by
Stuart Stapley
Updated over a week ago
Available Default Templates in Operate
This artricle lists all templates that Operate comes with by default
Written by
Stuart Stapley
Updated over a week ago
How to Preview Templates in Operate Using Live Customer Data
This article explains how to preview Operate document templates with customer data
Written by
Stuart Stapley
Updated over a week ago
Standard Reports
Operate Reports Overview
General Information about Operate Reports
Written by
Stuart Stapley
Updated over a week ago
List of Operate Standard Reports
Pre-configured Operate Reports that you can run any time
Written by
Stuart Stapley
Updated over a week ago
essensys Operate Report Types
Types of Reports to Run in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Creating a New Report in essensys Operate
Creating Custom Reports in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Using Advanced Filters in essensys Operate Reports
Narrow Down Your Operate Report Data Using Advanced Filters
Written by
Stuart Stapley
Updated over a week ago
Summary Reports in essensys Operate
Creating Summary Reports in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Tabular Reports in essensys Operate
Creating Tabular Reports in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Running Standard Reports in essensys Operate
A Guide to Running the Preconfigured Reports in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Scheduling a Report in Operate
Use Operate to Schedule a Report to Be Sent to Staff on a Regular Basis
Written by
Stuart Stapley
Updated over a week ago
Deleting a Report Column in essensys Operate
Delete an Existing Report Column in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Grouping Data in essensys Operate Reports
Creating Groups of Data in essensys Operate Reports
Written by
Stuart Stapley
Updated over a week ago
Sorting Report Data in essensys Operate
How to Sort Data in essensys Operate Reports
Written by
Stuart Stapley
Updated over a week ago
Hiding Row Details in essensys Operate Summary Reports
Show'Hide Record Count or Row Details in essensys Operate Summary Reports
Written by
Stuart Stapley
Updated over a week ago
Data Ranges in essensys Operate Reports
Available Data Ranges in essensys Operate Reports
Written by
Stuart Stapley
Updated over a week ago
Occupancy Reports in essensys Operate
Running Occupancy Reports in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Meeting Booking Reports in essensys Operate
Running Meeting Booking Reports in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
About the Aged Debtors Report in Operate
Run Aged Debtor Reports in Operate to keep track of money owed to your company
Written by
Stuart Stapley
Updated over a week ago
Creating a Recurring Payments Report
This guide explains how to get a report on customers who have enabled recurring payments
Written by
Stuart Stapley
Updated over a week ago
Advanced Reports
General Overview of Operate Business Intelligence (OBI) Reports
Read an overview of the OBI Reports feature in Operate
Written by
Stuart Stapley
Updated over a week ago
Operate Advanced Reports Editing Overview
Essential information about how to edit advanced reports within Operate
Written by
Stuart Stapley
Updated over a week ago
Adding Fields to an Operate Advanced Report
Selecting the data you want to add to your Operate Advanced Report
Written by
Stuart Stapley
Updated over a week ago
New Report Writer
Sending an Operate Scheduled Report to an S3 Bucket
Sending the Report to an AWS S3 Bucket
S
Written by
Sean Patterson
Updated over a week ago
Operate Reports Overview
Get to know Operate's latest reporting features
Written by
Stuart Stapley
Updated over a week ago
Creating a Tabular Report in Operate
List important data in a simple format, using Operate's Tabular Reports
Written by
Stuart Stapley
Updated over a week ago
Creating a Summary Report in Operate
Use Operate's Summary Reports to get a quick glance at your data
Written by
Stuart Stapley
Updated over a week ago
Creating a Matrix Report in Operate
View complex data using Operate's Matrix Reports
Written by
Stuart Stapley
Updated over a week ago
Creating a Chart Report in Operate
Build chart reports for simpler data visualisation
Written by
Stuart Stapley
Updated over a week ago
Attaching a Chart to other Report Types
Enhance data visualisation by attaching a chart to tabular, summary or matrix reports
Written by
Stuart Stapley
Updated over a week ago
Using Calculated Fields in Operate Reports
Enter your own formulas in Operate Reports
Written by
Stuart Stapley
Updated over a week ago
Report Configuration Options in Operate
Edit your Operate Reports, rename them, apply filters and more
Written by
Stuart Stapley
Updated over a week ago
Scheduling an Operate Report
Send Reports to relevant people on a scheduled basis
Written by
Stuart Stapley
Updated over a week ago
Using Operate Reports in View Mode
View reports, filter or export them, all from one user-friendly screen
Written by
Stuart Stapley
Updated over a week ago
Exporting Operate Reports
Use your data with other tools or print your Operate reports
Written by
Stuart Stapley
Updated over a week ago
Emailing an Operate Report
This is how to send an Operate report via email
Written by
Stuart Stapley
Updated over a week ago
Troubleshooting
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.
Written by
Patrick Geyer
Updated over a week ago
essensys Operate: Account Record not Displaying when Booking a Meeting Room
Troubleshoot Calendar Related Issues in essensys Operate
Written by
Stuart Stapley
Updated over a week ago
essensys Operate: I use an iMac and I cannot scroll down to the bottom of all the screens
iMAc Specific Scrolling Issue within essensys Operate
Written by
Stuart Stapley
Updated over a week ago
Operate Supported Browsers and How to Clear their Cache
Find out what browsers are supported by essensys and solve Issues by clearing your browser cache.
Written by
Stuart Stapley
Updated over a week ago
essensys Operate is being blocked by your Firewall / Mail Server Spam Filters
essensys Operate IP Addresses to Whitelist
Written by
Stuart Stapley
Updated over a week ago
Operate API
Operate API Overview
How to access the Operate API
Written by
Stuart Stapley
Updated over a week ago
Operate API Common Questions & Issues
FAQ
Written by
Alex Taylor
Updated over a week ago
Developer Program - Custom Integrations
Operates Developer Program
Written by
Alex Taylor
Updated over a week ago
essensys Credits
Using essensys Credits in Operate
Useful information to understand before you make the decision to install essensys Credits
Written by
Alex Taylor
Updated over a week ago
essensys Credits on a Licence
The different types of credits you can add to a licence and how to manage them effectively.
Written by
Amy Goudie
Updated over a week ago
essensys Credits vs. Meeting Credits vs. Meeting Packages
There are different discounting options available to apply to your members within Operate
Written by
Stuart Stapley
Updated over a week ago
Switching Customers from Cash to essensys Credits
How to switch Customers from Cash to essensys Credits.
Written by
Stuart Stapley
Updated over a week ago