How to change the Sales Tax within a Project
To change the tax for the project, you must update it in the customer record here: Customer (Open the customer record) → Options → Customer Tax System (Select the appropriate tax)..It is also possible to assign a specific tax to one of the customer’s addresses. For...
How to make payments on commisions earned
Introduction to payments on commissions In Automator, in order to apply a payment to pay commissions earned, you need to under the tab Administration, then icon Payment.From this screen, click the glass icon to show all the salespersons of your organization, and you...
How to make payments on invoices
Introduction to payments In Automator, in order to apply a payment, you need to open an invoice. Invoices can be found within the Project itself or directly from the home menu.From the list of invoices, you can double-click one to open it. Once opened, you have to...
Setup and Start Automator
Introduction Automator is a software installed on an external Windows Server. This means each user has its own private windows remote session that is completely independant of their own computer. Let's say that accessing Automator is a bit like going on another...
Automator’s basics
Introduction Automator uses the same structure and patterns between all its different sections : Customers, Projects, etc. We'll see an example on how the sections are working so we can understand the behavior behind Automator. To do so, we'll take the...
Transferring files
Introduction Before everything else, keep in mind that Automator is hosted on a remote server that is external to your real desktop computer. We have to see both like 2 different locations. Let's see how to paste a file on your terminal session. Step 1...