Sarah Swinney
Articles
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RFMS NEXT Keyboard Shortcuts
The following are basic keyboard shortcuts that can be used in RFMS NEXT. Key Output Tab Move to the next field or execute a search Shift + Tab Move to the previous field Alt + S Save ...
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How to Edit Supplier Information
Supplier records can be edited after they have been created. How To: Search for the supplier in the Supplier screen Select the supplier and click to open the supplier record Click to alter the...
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Administrators: How to Allow RFMS Mobile Users to View Work Orders
Any RFMS Mobile user can be allowed to view work orders. You can manage who has access to view work orders through the RFMS Online Services website. How To: Log in to the RFMS Online Services...
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Release Notes for 24.1
System Wide Attachments now have *.PDF as a filter option (RC-5703) Human Resources 941 Report - Updated the 941 report to the latest published version (RC-5759)
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Cyncly Pay Reports
This article explains the different Cyncly Pay reporting screens. Settlement The settlement report gives you the total payment amount, total fees, and total payout for each transaction. No...
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How to Add Suppliers Notes
Supplier notes are added through the Notes tab of the communication center. This can be done through the browse screen, when a supplier is selected, or while viewing a supplier record. Notes can ...
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Credit Card Pre-Authorizations in RFMS
A credit card pre-authorization lets you reserve an amount on a customer's credit card before a quote becomes an order.An authorization is not a payment. The credit card processor approves the amou...
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Taking Payment with Cyncly Pay
When taking a credit card payment with Cyncly Pay there are few different methods you can use. If you are are taking a payment in Core be sure you are using a desktop compatible terminal. Please ...
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Download or Print Supplier Information
Suppliers lists can be downloaded to a CSV file or Printed directly from RFMS Next. If you are intending to print folder labels, best practice would be to download the CSV file and then print fro...
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Voiding or Refunding Payments with Clover Connect
This article gives steps for voiding or refunding all or part of an order when the payment was received using RFMS Card Services powered by Clover Connect. Full RefundNote: The option to void or re...