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CNA Worker's Comp Audit and Accessing Filed Payroll Tax Forms and Info
This info is for Quickbooks, which we usedf through 2024. For 2025 we will need new instructions for the Isolved portal. Payroll Filings Filed by QBO Payroll To see PDFs of tax filings that QB Online Payroll has filed, in QB Online: On the left, ...
TimeZest Basics
The Insights pane (on the right) on Autotask tickets contains an integration to use TimeZest to send a scheduling link to schedule tech appointments. Do not use the integration while in edit mode. If you save the ticket after sending the scheduling ...
TimeZest Admin Info
Email Templates Closed Loop Ticket Number should be used in the summary line and the Ticket number variable can be used everywhere else. Creating Appointment Types When creating a new Appointment Type, always use Workflow Mode (not classic ...
Scheduling Internal Work Using TimeZest
For internal work (Scheduled Maintenance / Background Work queue). use one of the TimeZest appointment types prefaced with the word [INTERNAL] in brackets at the beginning of the name. The customer will not receive an appointment confirmation or ...
Using Variables to Create a Notification Template in AutoTask with TimeZest scheduling Link (draft)
As an example, the notification template [External] Send scheduling link for tech to log on to check issue for a FEW MINUTES illustrates how the variables work. This is the part in the template with the scheduling link: ...