This week's tip is brought to you by Zachary Sweet, part of our Customer Care team. Zachary will be offering a free webinar on July 25th at 10am C covering these topics.
Did you know that the Back office functionality is driven by the Front Office? There are many Back Office features that need to be set up within the front office.
Question: Where should you input your PO#?
Answer: Originally Purchase Order numbers were input in the CustomerŕExtra section. Many clients are stilling inputting it there. We have created a PO tab that is now housed within CustomerŕOrder Options. You should never need to input a PO# in the Customer Extra Section.
Question: Is there a place within Avionté in which you can add multiple Equipment Deductions for different employees and orders?
Answer: Yes there is. From the Start Page, you can go in to the Actions menu and select Mass Equipment Deduction. From this screen, you can do a Deduction or a Refund. You can select multiple assignments and add the equipment deductions and refunds to those.
Question: Do you ever have a customer call and say they want to give one of your employees a bonus of $100 net. How can you calculate what the gross amount the customer will have to pay?
Answer: This is very simple in Avionté. Go to Back Office and Card View. Then click on the Actions drop down and select "Net To Gross." From this screen you can enter in the Net Pay amount that you want the employee to receive and it will calculate the Gross amount required to get to that Net amount.
Question: Where would you go within Avionté if an employee needed a pay advance?
Answer: You can set up an Advance Draft by selecting Employee from the Main Tree. Do a search for the employee that needs the pay advance. Once you have selected the employee and you are in the Employee Summary screen, go to the actions drop down and select Advance Draft.
From this screen, you can add an Advance Draft for the employee you searched for, or you can search for other employees from this screen. Once you input an employee here, you can see what Assignments they are on and select the applicable one which relates to this Advance Draft.
Under the "Draft Info." section, you will enter the Draft amount and you can then select how many installments for the Draft amount as well as for the Processing Fee.
If you know someone in your organization who is not currently receiving the Tip of the Week, send me an email with their contact info and I will get them added!
