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Texada Knowledge Center

SRM (Systematic Rental Management)

SRM (Systematic Rental Management)

Getting Started with SRM

About SRM

About Job Costing in SRM

How to process a Work Order Deposit

Texada Pay

About Texada Pay

Set Up Payment Methods in Texada Pay

Set Up Texada Pay in the U.S.

Set Up Texada Pay in Canada

Set Up Texada Pay in Australia and New Zealand

Install Texada Pay Card Reader Software and Hardware in North America

Install Texada Pay Card Reader Hardware in Australia and New Zealand

Add a Credit Card On File for Use with Texada Pay in the U.S.

Add a Credit Card On File for Use with Texada Pay in Canada, Australia, and New Zealand

Add a Bank Account on File for Use with Texada Pay in the U.S.

Add a Bank Account On File for Use with Texada Pay in Canada, Australia, and New Zealand

Process an On-File Credit Card Payment Using Texada Pay

Process an On-File Bank Account Payment Using Texada Pay in the U.S.

Process an On File Bank Account Payment Using Texada Pay in Canada, Australia, and New Zealand

Manually Process a Credit Card Payment Using Texada Pay in North America

Manually Process a Credit Card Payment Using Texada Pay in Australia and New Zealand

Manually Process a Banking Payment Using Texada Pay in the U.S.

Manually Process a Banking Payment Using Texada Pay in Canada, Australia, and New Zealand

Manually Process a Debit Card Payment Using Texada Pay in North America

View the Texada Pay Payment Log in SRM

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Integrations

About the SRM Xero Integration

About the SRM QuickBooks Integration

Add a QuickBooks Vendor to SRM

Use the SRM QuickBooks Integration to Complete Your Daily Close Process

Use the SRM Xero Integration to Complete Your Daily Close Process

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Accounts Receivable

Post a Collection Payment in SRM

Inventory Control

Product Trade In

Product Status Codes

Other

SRM Navigation

SRM Open Client

Vendor Part List Upload Process

Credit Card Scanners

SRM Printing

SRM Document Inquiry

SRM Customer Inquiry

SRM Inventory Search

SRM Damage Waiver Setup

Background Tasks Are Inactive

Marketing Codes and Default Comments on Documents

How to Set Up Finance Charges

SAAS EMAIL SETUP IN SRM

Which Barcode Scanner can be used with SRM for Scanning Driver's License Barcodes

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Set Up Something

Set Up the Date Range Control in SRM

Configure SRM for Job Costing

Set Up a Marketing Code in SRM

Enable an EFT Payment for Accounts Payable in SRM

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

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Create Something

Create a Job Cost Code in SRM

Edit or View the Details of Something

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

Track Daily Job Costing Revenue and Expenses in SRM

Add a Division to an Operator in SRM

Add a product replacement cost to a Contract in SRM

Report on Something

View the Job Cost Report in SRM