.png?width=365&height=50&name=Texada%20Logo%20(Black).png)
SRM
Part of Rental Management
Getting Started
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: Texada SRM - How to View a Customer's Open Invoices on Account
- 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
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 Miscellaneous 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
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
Inventory Control
- 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
- Rental Products and Sale Products
- Serialized Products and Non-Serialized Products
- Asset Tags
Purchase Orders
Work Orders
Operators
- 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
- Create a User in SRM
Utilities
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
Integrations
- Configure Presentation Themes for Texada GateWay
- Configure SRM to Send System Emails
- 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
- DBS Integration with Texada Rental Management
Troubleshooting
- 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 Levels - How to find help
- 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
- "Syserr(1): Error Reading Log" Error When Running the "Export A/R Invoices" Utility
- Daily Close Cash Balance Error
- Unable to Log In to SRM - Unable to Locate Login Confirmation Email
- Troubleshooting Balance Sheet Discrepancies
- OpenClient Landing Page: "This site can't be reached" Error