Texada Knowledge Base

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Texada Knowledge Base

SRM

SRM

Part of Rental Management

Getting Started

About SRM

Accessing the SRM Help File

SRM Function Codes

About Job Costing in SRM

How to Reset or Change your Password in Systematic Rental Management

Understanding Locks in SRM

Apple (Mac) Compatiblity with Systematic Rental Management

Texada SRM Data Import Toolbox

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Accounting

AP/GL Check Alignment in Systematic Rental Management

How to Set Up Finance Charges

Issuing a Refund Check for an A/R Credit

Outstanding A/R details vs All On Account Transactions

Post a Collection Payment in SRM

Third Party Payroll Posting

Configure SRM for Job Costing

Track Daily Job Costing Revenue and Expenses in SRM

Associate a Job Cost Code With a Customer/Site in SRM

Create a Job Cost Code in SRM

View the Job Cost Report in SRM

Fix Outstanding Balance of Payments on a Customer Account

VIDEO: How to Enter a Payment for a Customer in Accounts Receivable

VIDEO: How to Apply a Payment to a Customer Account

VIDEO: How to Fix/Reverse a Payment on a Customer Account

VIDEO: How to Apply a Partial Payment to an Invoice on Account

VIDEO: How to Use the Customer Account Inquiry

VIDEO: How to Complete a Check Run in Accounts Payable

VIDEO: How to Create an Accounts Payable Invoice with a Landed Cost Factor (LCF)

VIDEO: How to Find a Customer Invoice

VIDEO: How to Apply a Posted Payment to an Invoice

VIDEO: How to Import a Misc. Journal Entry from Excel

Posting Technician Costs to the General Ledger

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Counter

Add a product replacement cost to a Contract in SRM

VIDEO: How to Create a Credit Invoice

VIDEO: How to Pay an Invoice from Counter Payments

VIDEO: How to Edit an Unposted Invoice

VIDEO: How to Take a Payment on the Invoice Totals Screen

VIDEO: How to Hold/Release an Unposted Invoice

VIDEO: How to Add/Remove Damage Waiver on an Invoice

VIDEO: How to Add a Service to an Invoice

VIDEO: How to Reverse a Deposit on a Contract

VIDEO: How to Exchange an Asset on a Contract with a Pickup Ticket

VIDEO: How to Dispose of a Rental Asset

VIDEO: How to Return a Contract and Create an Invoice

VIDEO: How to Apply a Payment to a Customer Account from the Counter Operations

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Backoffice

VIDEO: How to Complete Daily Close #1: Invoice Edit

VIDEO: How to Complete Daily Close #2: Generate Postings

VIDEO: How to Complete Daily Close #3: Post Invoices

VIDEO: How to Allocate a Bulk Disposal

VIDEO: How to Complete a Cycle Billing

VIDEO: How to Reverse / Correct a cycle billed Invoice (Unposted)

VIDEO: How to Credit a Posted Cycle Billed Invoice

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Inventory Control

Asset Tags

Rental Products and Sale Products

Serialized Products and Non-Serialized Products

Tracking Deprecation of a Non-Rental Asset

Product Status Codes

Print Product Barcode Labels from SRM

Service Vans as Inventory Locations

Vendor Part List Upload Process

Bulk Products and Non-Bulk Products

Classes, Groups, and Products

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Purchase Orders

Set Up Purchase Order Approval Processing

Approving Purchase Orders

Link Back-ordered parts to a Purchase order

VIDEO: How to Create a Purchase Order and Receive with a Landed Cost Factor

Work Orders

How to process a Work Order Deposit in SRM

Operators

Create a User in SRM

Add a Division to an Operator in SRM

Add an Operator to Multiple Divisions in SRM

Create a Security Role in SRM for a Texada Web and/or Texada Mobile User

Create a Texada Web and/or Texada Mobile User in SRM

Add a Mechanic in Texada SRM

Create GateWay Login Credentials for a Salesperson in SRM

Enable an SRM User to Access Texada Web and/or Texada Mobile

Enable an SRM User to Access Texada Web and/or Texada Mobile as a Driver

How to Remove a User from Texada Web

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Utilities

VIDEO: How to change Site and Purchase Order on a Posted Invoice

VIDEO: How to Change a Customer on a Posted Invoice

VIDEO: How to Change a Contract Date Out / Date Due

System Maintenance

Configure Alternate Languages in Texada SRM

Assign a Role to an Unassigned Menu After an Upgrade or New Installation in SRM

Assign Permissions and Menu Access to a Role in SRM for a Texada Web and/or Texada Mobile User

Credit Card Scanners

Set Up the Date Range Control in SRM

Enable an EFT Payment for Accounts Payable in SRM

Marketing Codes and Default Comments on Documents

Set Up a Marketing Code in SRM

VIDEO: How to change the Logo on your customer documents

VIDEO: How to Configure and use the Landed Cost Factor

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Integrations

Configure Presentation Themes for Texada GateWay

Configure SRM to Send System Emails

About the SRM QuickBooks Integration

Add a QuickBooks Vendor to SRM

Use the SRM QuickBooks Integration to Complete Your Daily Close Process

Set Up SRM to Enable Customers to Create GateWay Accounts

About Permissions and Menu Access for Texada Web and Texada Mobile

Configuring Tax Tables by Postal/Zip and Importing from Avalara

View the Texada Pay Payment Log in SRM

XML Parser Configuration for AR, AP, and GL Exports

Telematics Providers

Avalara

Twingate

FAQ: Twingate Migration for ODBC / SDK Customers

CAT Rental Store Integration

New SRM API Endpoint - Update Telematics

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Troubleshooting

"Syserr(1): Error Reading Log" Error When Running the "Export A/R Invoices" Utility

Troubleshooting Balance Sheet Discrepancies

Customer Invoices are not posting

Customer Invoices not posted On Account

Disposed or Lost Equipment

Unable to log in: IP Session Key Error

Document Locks: General Information

Email sent to a customer does not arrive

Error: "Record not in File, or is a Restricted View"

How to clear a "Invoice (Or Other) In Use" notification

How to Resolve Date Errors in SRM

Menu options missing. Fields are greyed out

"Error Configuring EMV device" when processing an Open Edge Transaction

"Send As Denied" Error emailing from SRM

Service Level Agreement - How to get help in Systematic

SRM SAAS Performance and Network Information

Systematic Data Check: Logins Disabled

Troubleshoot Connection Error on SRM Client

Unable to bill a Sales Order

Error: "Unable to generate document for form .jasper"

Unable to log into SRM

Unable to print a document: Pop-Up Blocker

Unable to send email from SRM

Using Gmail to send email in SRM

Windows XP support

Change Contract Dates in SRM

Unable to View Invoice in Customer Account Inquiry

Background Tasks Are Inactive

Daily Close Cash Balance Error

Unable to Log In to SRM - Unable to Locate Login Confirmation Email

OpenClient Landing Page: "This site can't be reached" Error

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Resources

Sample Inspection Form Library

Export Data from SRM