Kimberly Lee

Total activity 813
Last activity October 14, 2024 18:10
Member since February 10, 2014 13:43

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Kimberly Lee created an article, February 08, 2024 20:36
Release Notes For 24.0
1. RFMS Core
2. Release Notes
Features E-Commerce Case RC-6067: 24.0 (React 1.3 Feb) Changed the download limit on specific vendors down from 6 hour connection to 3 hour Payroll/HR Case RC-5710: 24.0 (React 1.3 Feb) CP...
- Edited October 02, 2025 15:26
- 1 follower
- 0 comments
- 0 votes
Kimberly Lee commented, January 03, 2024 20:40
Official comment
This is not possible at the moment without editing the exported orders
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Kimberly Lee created an article, June 12, 2023 22:01
Schedule Pro Alert Auto Update Routines
1. Add-ons and Integrations
2. Schedule Pro
Alert Auto Update Routines WARNING: Any of these four Auto-Updates will apply to ALL alerts, regardless of filters applied on this screen. Therefore, even if filtered to a certain Job Type or S...
- Edited October 02, 2025 15:11
- 2 followers
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- 0 votes
Kimberly Lee created an article, April 14, 2023 19:01
Missing Checks Report
1. RFMS Core
2. Accounting
Add/Edit Checks File>Banking>Add/Edit Checks A Missing Check Report was added in version 18.0 to the Add/Edit Checks Browse Screen. Prints a report of check numbers which have not been posted or ...
- Edited March 12, 2024 20:11
- 1 follower
- 0 comments
- 0 votes
Kimberly Lee created an article, February 24, 2023 19:07
Schedule Pro Work Ticket
1. Add-ons and Integrations
2. Schedule Pro
Print schedule pro work ticket: Highlight the jobs to print and then click the print schedule pro work ticket button Clicking this button will print a work ticket for the highlighted job. Choose...
- Edited May 24, 2023 21:39
- 3 followers
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Kimberly Lee created an article, January 17, 2023 22:37
Updating Estimate Line Values
1. Add-ons and Integrations
2. BidPro
This selection allows updating the selling price or profit margin on estimate lines if the costs of products or services change. It is an easy way to ensure the estimates are up to date when price...
- Edited October 02, 2025 15:11
- 1 follower
- 0 comments
- 0 votes
Kimberly Lee created an article, January 16, 2023 19:58
Converting a 1099-NEC to a 1099-MISC in Accounts Payable
Some vendors may need to receive a 1099-MISC instead of a 1099-NEC, such as when payments are made for rent, prizes, or other non-service income. By default, 1099s generated through Accounts Payabl...
- Edited November 07, 2025 16:42
- 2 followers
- 0 comments
- -1 votes
Kimberly Lee created an article, January 12, 2023 14:57
Schedule Pro Job Summary Reports
1. Add-ons and Integrations
2. Schedule Pro
Job Summary Scheduling Reports Schedule Pro>File>Reports>Job Summary Reports Does not include the lines and prints one record per job per day. Job Summary 1-3 All 3 reports include Order Number, Cu...
- Edited October 02, 2025 15:11
- 1 follower
- 0 comments
- 0 votes
Kimberly Lee created an article, January 11, 2023 14:14
ERRM User Guide
1. User Guides, Videos, and Webinars
2. User Guides
- Edited October 02, 2025 15:11
- 1 follower
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- 0 votes
Kimberly Lee commented, September 23, 2022 17:11
Official comment
Krista, your EC costs should at least match your Gateway Costs. In situations where it does not you should contact your Vendor rep and get it corrected.
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