File Smart Workflow Activation and Training

File Smart Workflow Activation and Training

File Smart Workflow allows you to use barcode scanning to automate invoicing and creditor payments. Automate your invoice processing with assistance from a Rockend Certified Consultant.

About this course

Throughout your 2-hour online session your consultant will:

 

  1. Explain and activate File Smart Creditor Disbursement screen menu
  2. Demonstrate how to set up a Creditor Barcode Template
  3. Demonstrate how to update the Tenancy References in Property Card
  4. Review Rest Professional System Settings
  5. Demonstrate how to use the fileSmart Trust Update tool
  6. Demonstrate how to create Rest Professional invoice Workflows
  7. Demonstrate how to create Rest Professional Barcoded invoice Workflows
  8. Demonstrate how to create Owner and Tenant Water invoice Workflows

 

IMPORTANT: If you have not yet used creditor barcodes  then additional training hours may need to be added, please advise your Rockend Consultant if this is the case.

 

Click the Purchase Button to purchase your consulting hours or if you would like to discuss your business case further click the Enquire Now button below. We will touch base with you within 2 business days from the date of purchase or enquiry.

 

 

Enquire Now

 

About this course

Throughout your 2-hour online session your consultant will:

 

  1. Explain and activate File Smart Creditor Disbursement screen menu
  2. Demonstrate how to set up a Creditor Barcode Template
  3. Demonstrate how to update the Tenancy References in Property Card
  4. Review Rest Professional System Settings
  5. Demonstrate how to use the fileSmart Trust Update tool
  6. Demonstrate how to create Rest Professional invoice Workflows
  7. Demonstrate how to create Rest Professional Barcoded invoice Workflows
  8. Demonstrate how to create Owner and Tenant Water invoice Workflows

 

IMPORTANT: If you have not yet used creditor barcodes  then additional training hours may need to be added, please advise your Rockend Consultant if this is the case.

 

Click the Purchase Button to purchase your consulting hours or if you would like to discuss your business case further click the Enquire Now button below. We will touch base with you within 2 business days from the date of purchase or enquiry.

 

 

Enquire Now