USING OPERATE

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195 articles in this collection
Written by Alex Taylor, Nojan Hassanzadeh, and James Yorston and 4 others
Getting Started

essensys Operate Onboarding Guide

Start Here if You Are a New Operate User
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Written by Nojan Hassanzadeh
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 James Yorston
Updated over a week ago

Operate Glossary

Common Operate Terms and Their Definition
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Written by Nojan Hassanzadeh
Updated over a week ago

Operate dashboard - Beta

A new home page providing quick insights into your Operations
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Written by Nojan Hassanzadeh
Updated over a week ago

essensys Operate: The Main Menu Explained

Each essensys Operate Menu Item Explained
Written by Jessica Laperle
Updated over a week ago

Your essensys Operate Profile

Completing Your essensys Operate Profile
Written by Jessica Laperle
Updated over a week ago

Customising Your essensys Operate Email Signature

Create a Custom Email Signature in essensys Operate
Written by Jessica Laperle
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 Claire Luik
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 James Yorston
Updated over a week ago

How to Bundle Items Together in essensys Operate

Create Product Bundles within Operate
Written by James Yorston
Updated over a week ago

How to set up a CNAME for your Vanity URL in Operate

The process for setting up a CNAME for your Vanity URL
Written by Alex Taylor
Updated over a week ago

How to Setup a Vanity URL in Operate

The process for setting up a Vanity URL
Written by Alex Taylor
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 Claire Luik
Updated over a week ago

Operate Inactive Sessions

This article explains what happens when you are logged into Operate, but are inactive
Written by James Yorston
Updated over a week ago
Accounts

essensys Operate Accounts Overview

Overview and Features of the Accounts Module in essensys Operate
Written by Jessica Laperle
Updated over a week ago

The Account Activity History in essensys Operate

View Historical Account Information in Operate
Written by James Yorston
Updated over a week ago

Adding a Prospect Account to essensys Operate

Add a Prospect Client to essensys Operate
Written by Jessica Laperle
Updated over a week ago

Adding a Broker Account to essensys Operate

Add a Broker to essensys Operate
Written by Jessica Laperle
Updated over a week ago

Adding a Customer Account to essensys Operate

Manually Add a Customer to essensys Operate
Written by Jessica Laperle
Updated over a week ago

Changing an Account Record Type

Changing an accounts record type in essensys Operate: From Prospect to Customer
Written by James Yorston
Updated over a week ago

Updating an Account in essensys Operate

Make Changes to an essensys Operate Account Record
Written by Jessica Laperle
Updated over a week ago

Terminating an Account in essensys Operate

Terminate essensys Operate Accounts when Business Relationships End
Written by Jessica Laperle
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 James Yorston
Updated over a week ago

Merging Accounts in essensys Operate

Merge Several Operate Accounts into One
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Sending an Email to an Account from within essensys Operate

Contacting Clients by Email using essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Contact Inventory Items in essensys Operate

Use essensys Operate to Manage Inventory Items Provided to Account Contacts
Written by Jessica Laperle
Updated over a week ago

Standard Discounts Against an essensys Operate Account

Use Operate to Provide Specific Clients with Discounts
Written by James Yorston
Updated over a week ago

Meeting Credits in essensys Operate

Use essensys Operate to Give Free Meeting Room Credits to Your Customers
Written by Jessica Laperle
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 Jessica Laperle
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

Account End Dates in Operate

What the Account End Date can be used for in Operate
Written by James Yorston
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 Claire Luik
Updated over a week ago
Leads

essensys Operate Leads Overview

General Information about the essensys Operate Leads Module
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Creating and Updating Leads in essensys Operate

Manually Adding and Making Changes to essensys Operate Leads
Written by Jessica Laperle
Updated over a week ago

Logging a Lead Call in essensys Operate

Logging Lead Calls and Related Information into essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Sending an Email to a Lead using essensys Operate

Contacting Your Leads by Email using essensys Operate
Written by Jessica Laperle
Updated over a week ago

Sending an SMS to a Lead using essensys Operate

Contacting Your essensys Operate Leads by SMS
Written by Jessica Laperle
Updated over a week ago

Suspected Duplicate Leads in essensys Operate

Finding Duplicate Leads in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Rejecting a Lead in essensys Operate

Mark a Lead as Dead in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Deleting Records in essensys Operate

Delete Records from essensys Operate
Written by Jessica Laperle
Updated this week

Automatically Reply to Leads Using the Auto Response Feature in Operate

Sending Auto Responses to Incoming Leads using Operate
Written by Jessica Laperle
Updated over a week ago

essensys Operate: LeadDadi Brokers

A List of LeadDadi Brokers Available within essensys Operate
Written by Jessica Laperle
Updated over a week ago
Opportunities

essensys Operate Opportunities Overview

General Information about the Opportunities Module in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Creating and Updating Opportunities in essensys Operate

Add New Opportunities to essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
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 James Yorston
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 Jessica Laperle
Updated over a week ago

Sending an Email to an Opportunity using essensys Operate

Contacting an Opportunity via Email using essensys Operate
Written by Jessica Laperle
Updated over a week ago

Overturning an Opportunity in essensys Operate

Overturn Opportunities in essensys Operate
Written by Jessica Laperle
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 Claire Luik
Updated over a week ago
Licences

Introducing Operate eSign

A new way to efficiently and securely send Licences from Operate
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Written by Nojan Hassanzadeh
Updated over a week ago

Sending an Operate Licence via eSign

Sign your licences automatically using eSign and Operate
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Written by Nojan Hassanzadeh
Updated over a week ago

essensys Operate Licences Overview

General Information about the Licences Module in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Licence Types in essensys Operate

Types of Licence Agreements to Create with essensys Operate
Written by Jessica Laperle
Updated over a week ago

Creating a Licence in essensys Operate

A Guide to Creating a New Licence Agreement in essensys Operate
Written by James Yorston
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 Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
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 James Yorston
Updated over a week ago

Creating a Stepped Licence in Operate

Using Operate to create stepped deals which gradually increase pricing
Written by James Yorston
Updated over a week ago

Setting Up Rolling Contracts in Operate

A Guide to Configuring Rolling Licence Agreements / Contracts in essensys Operate
Written by James Yorston
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 James Yorston
Updated over a week ago

Approving Licences in essensys Operate

Use essensys Operate Approve Licence Agreements Before They Are Enforced
Written by James Yorston
Updated over a week ago

Terminating a Licence in essensys Operate

The General Licence Termination Process in essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Transferring a Licence in essensys Operate

A General Licence Transfer Process in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Transferring an essensys Operate Licence When the Client Moves Offices

General essensys Operate Office Move Procedure
Written by James Yorston
Updated over a week ago

Extending a Licence in essensys Operate

Extend the Initial Term of a Licence in essensys Operate
Written by Jessica Laperle
Updated over a week ago

The essensys Operate Movement History

View All Movements Your Customers Make Using essensys Operate
Written by James Yorston
Updated over a week ago

essensys Operate: Licence Terms and Conditions

Adding Terms and Conditions to Licence Agreements using essensys Operate
Written by Jessica Laperle
Updated over a week ago

Renewing a Licence in Operate

Licence Agreement Renewal Process in Operate
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Viewing Events / Audit Trails on Operate Licences

See what happens with your Operate Licences
Written by Nathan Barratt
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 James Yorston
Updated over a week ago
Accounts Receivable

essensys Operate Accounts Receivable Overview

General Information about the Accounts Receivable Module in essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Recording a Payment in essensys Operate

Adding a Payment to the Accounts Receivable Module in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Removing a Payment from Operate's Accounts Receivable Module

A guide to removing a payment from Operate
Written by James Yorston
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 Jessica Laperle
Updated over a week ago

Account Statements in essensys Operate

Generate Client Account Statements in the Accounts Receivable Module within essensys Operate
Written by Jessica Laperle
Updated over a week ago

View Aged Debtors in essensys Operate

Use essensys Operate to View What Clients Owe You
Written by Jessica Laperle
Updated over a week ago

The Revenue Flow in essensys Operate - An Overview

How Revenue is Being Managed in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Managing Deposits with essensys Operate

Manage Deposits using the essensys Operate Accounts Receivable Module
Written by Jessica Laperle
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 Claire Luik
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 Claire Luik
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 Claire Luik
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 Claire Luik
Updated over a week ago
Charges

Using Charge Sheets in essensys Operate

Adding Charges with Charge Sheets in essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Using Batch Sheets in essensys Operate

Adding Charges Using with Sheets in essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Importing Charges into essensys Operate

Using Device Imports to Import Charges into essensys Operate
Written by Jessica Laperle
Updated over a week ago

Importing Call Charges from essensys Connect to Operate

A Guide to Bringing Your Connect Call Charges into Operate
Written by James Yorston
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 James Yorston
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 James Yorston
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 Jessica Laperle
Updated over a week ago

Direct Debit Collection Methods in Operate

A list of direct debit collection providers you can use within Operate
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Written by Nojan Hassanzadeh
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 Jessica Laperle
Updated over a week ago
Accounting/Financial Exports

Standard Accounting / Financial Exports from Operate to any Accounting System

Use the Operate Standard Export to retrieve Invoice and Credit Note data that you can then import into your accounting application
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Written by Nojan Hassanzadeh
Updated over a week ago

Quickbooks (EU) Accounting/Financial Export from essensys Operate

Integrating Quickbooks with essensys Operate to Export Financial Data
Written by Claire Luik
Updated over a week ago

Quickbooks (US) Accounting/Financial Export from Operate

Integrating Quickbooks with Operate to Export Financial Data
Written by Claire Luik
Updated over a week ago

Configuring the Quickbooks Desktop Pro Accounting/Financial Export from Operate

Getting Ready to Export Transactions from Operate to Quickbooks Desktop Pro
Written by Claire Luik
Updated over a week ago

Exporting Financial Transactions from Operate to Sage Line 50

Use Operate's financial integration to Sage Line 50 to export transactions such as invoices, credit notes, payments, journals, etc.
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Written by Nojan Hassanzadeh
Updated over a week ago

Bluebox Financial Export from from essensys Operate

How to Export Transactions from essensys Operate to Bluebox
Written by James Yorston
Updated over a week ago

Xero Accounting/Financial Export from essensys Operate

Integrating Xero with essensys Operate to Export Financial Data
Written by Jessica Laperle
Updated over a week ago

Xero Accounting Export Setup for Operate

Configure Operate and Xero for your financial exports
Written by Claire Luik
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
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Written by Nojan Hassanzadeh
Updated over a week ago
Calendars

essensys Operate Calendar Overview

An overview of the calendar within essensys Operate
Written by Jessica Laperle
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

Booking a Meeting Space Using the essensys Operate Calendar

A Guide to the General Booking Process within essensys Operate
Written by Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
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 James Yorston
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 Claire Luik
Updated over a week ago

Using Meeting Packages in essensys Operate

Provide Free Meeting Room Time to Your Clients with essensys Operate
Written by Jessica Laperle
Updated this week

Operate Rooms: An Operate App

Easily Find Meeting Room Availability using essensys Operate
Written by Jessica Laperle
Updated over a week ago

Applying Day Delegate Rates to Meeting Room Bookings within essensy Operate

Use essensys Operate to Charge per Person per Day for Your Meeting Rooms
Written by Jessica Laperle
Updated over a week ago

Using the Availability Feature in Operate

Closing your Locations and blocking bookings
Written by Nathan Barratt
Updated over a week ago
Standard Reports

Operate Reports Overview

General Information about Operate Reports
Written by Jessica Laperle
Updated over a week ago

List of Operate Standard Reports

Pre-configured Operate Reports that you can run any time
Written by James Yorston
Updated over a week ago

essensys Operate Report Types

Types of Reports to Run in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Creating a New Report in essensys Operate

Creating Custom Reports in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Using Advanced Filters in essensys Operate Reports

Narrow Down Your Operate Report Data Using Advanced Filters
Written by James Yorston
Updated over a week ago

Summary Reports in essensys Operate

Creating Summary Reports in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Tabular Reports in essensys Operate

Creating Tabular Reports in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Running Standard Reports in essensys Operate

A Guide to Running the Preconfigured Reports in essensys Operate
Written by Jessica Laperle
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
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Written by Nojan Hassanzadeh
Updated over a week ago

Deleting a Report Column in essensys Operate

Delete an Existing Report Column in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Grouping Data in essensys Operate Reports

Creating Groups of Data in essensys Operate Reports
Written by Jessica Laperle
Updated over a week ago

Sorting Report Data in essensys Operate

How to Sort Data in essensys Operate Reports
Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Data Ranges in essensys Operate Reports

Available Data Ranges in essensys Operate Reports
Written by Jessica Laperle
Updated over a week ago

Occupancy Reports in essensys Operate

Running Occupancy Reports in essensys Operate
Written by Jessica Laperle
Updated over a week ago

Meeting Booking Reports in essensys Operate

Running Meeting Booking Reports in essensys Operate
Written by Jessica Laperle
Updated over a week ago