USING OPERATE

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177 articles in this collection
Written by Josephine Rees, Jessica Laperle, and Claire Luik and 5 others
Accounts

Occupie Operate Accounts Overview

Overview and Features of the Accounts Module in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

The Account Activity History in Operate

View Historical Account Information in Operate
Written by James Yorston
Updated over a week ago

Adding a Prospect Account to Occupie Operate

Add a Prospect Client to Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Adding a Broker Account to Occupie Operate

Add a Broker to Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Adding a Customer Account to Occupie Operate

Manually Add a Customer to Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Updating an Account in Occupie Operate

Make Changes to an Occupie Operate Account Record
Written by Jessica Laperle
Updated over a week ago

Terminating an Account in Occupie Operate

Terminate Occupie Operate Accounts when Business Relationships End
Written by Jessica Laperle
Updated over a week ago

Using Group Accounts in Occupie Operate

Use Occupie Operate Group Accounts to Manage Clients who Rent in Different Buildings
Written by James Yorston
Updated over a week ago

Merging Accounts in Occupie Operate

Merge Several Occupie Operate Accounts into One
Written by Jessica Laperle
Updated over a week ago

Logging a Call for an Account in Occupie Operate

Enter Customer Calls and Related Information into Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Sending an Email to an Account from within Occupie Operate

Contacting Clients by Email using Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Occupie Operate Account Codes

Add Account Codes to Allow Occupie Operate to Import Client Charges from Third Party Applications
Written by Jessica Laperle
Updated over a week ago

Contact Inventory Items in Occupie Operate

Use Occupie Operate to Manage Inventory Items Provided to Account Contacts
Written by Jessica Laperle
Updated over a week ago

Standard Discounts Against an Occupie Operate Account

Use Occupie Operate to Provide Specific Clients with Discounts
Written by James Yorston
Updated over a week ago

Meeting Credits in Occupie Operate

Use Occupie Operate to Give Free Meeting Room Credits to Your Customers
Written by Jessica Laperle
Updated over a week ago

Notes and Attachments to an Occupie Operate Account

Add Notes and Attach Files to Occupie Operate Account Records
Written by Jessica Laperle
Updated over a week ago

Sending Accounts in Operate to Connect as Clients

How to link Accounts created in Operate to Clients within Connect
Written by Alex Taylor
Updated this week
Leads

Occupie Operate Leads Overview

General Information about the Occupie Operate Leads Module
Written by Jessica Laperle
Updated over a week ago

Leads List Views Available in Occupie Operate

An Explanation of the Default List Views within the Occupie Operate Leads Module
Written by Jessica Laperle
Updated over a week ago

Creating and Updating Leads in Occupie Operate

Manually Adding and Making Changes to Occupie Operate Leads
Written by Jessica Laperle
Updated over a week ago

Logging a Lead Call in Occupie Operate

Logging Lead Calls and Related Information into Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Converting a Lead in Occupie Operate

Convert an Occupie Operate Lead into an Account and/or an Opportunity
Written by Jessica Laperle
Updated over a week ago

Sending an Email to a Lead using Occupie Operate

Contacting Your Leads by Email using Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Sending an SMS to a Lead using Occupie Operate

Contacting Your Occupie Operate Leads by SMS
Written by Jessica Laperle
Updated over a week ago

Suspected Duplicate Leads in Occupie Operate

Finding Duplicate Leads in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Rejecting a Lead in Occupie Operate

Mark a Lead as Dead in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Deleting a Lead in Occupie Operate

Delete a Lead Record from Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Automatically Reply to Leads Using the Auto Response Feature in Operate

Sending Auto Responses to Incoming Leads using Operate
Written by Jessica Laperle
Updated over a week ago

Occupie Operate: LeadDadi Brokers

A List of LeadDadi Brokers Available within Occupie Operate
Written by Jessica Laperle
Updated over a week ago
Licences

Introducing Operate eSign

A new way to efficiently and securely send Licences from Operate
Written by Josephine Rees
Updated over a week ago

Sending an Operate Licence via eSign

Sign your licences automatically using eSign and Operate
Written by Josephine Rees
Updated over a week ago

Occupie Operate Licences Overview

General Information about the Licences Module in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Licence Types in Occupie Operate

Types of Licence Agreements to Create with Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Creating a Licence in Occupie Operate

A Guide to Creating a New Licence Agreement in Occupie Operate
Written by James Yorston
Updated over a week ago

Adding Offices and Services to a Licence in Occupie Operate

Add Office Space, Contract or Virtual Services to a Licence Agreement in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Creating a Licence From an Existing Opportunity using Operate

Turn an Opportunity into a Licence Agreement using Operate
Written by Jessica Laperle
Updated over a week ago

Creating a Licence in Occupie Operate: Residential

Use Occupie Operate Create a New Licence for a Resident Customer
Written by Jessica Laperle
Updated over a week ago

Creating a Licence in Occupie Operate: Virtual

Use Occupie Operate Create a New Licence for a Virtual Client
Written by Jessica Laperle
Updated over a week ago

Creating a Licence in Occupie Operate: Co-Working

Use Occupie Operate Create a New Licence for a Client Renting Co-Working Space
Written by Jessica Laperle
Updated over a week ago

Adding a One Off Charge to an Operate Licence

Add Additional Charges to the Initial Invoice When Creating a Licence in Operate
Written by James Yorston
Updated over a week ago

Creating a Stepped Licence in Operate

Using Operate to create stepped deals which gradually increase pricing
Written by James Yorston
Updated over a week ago

Setting Up Rolling Contracts in Operate

A Guide to Configuring Rolling Licence Agreements / Contracts in Occupie Operate
Written by James Yorston
Updated over a week ago

Approving Licences in Occupie Operate

Use Occupie Operate Approve Licence Agreements Before They Are Enforced
Written by James Yorston
Updated over a week ago

Terminating a Licence in Occupie Operate

The General Licence Termination Process in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Terminating a Service on a Licence in Occupie Operate

Make Changes to an Occupie Operate Licence when it the Remains Active, but the client Terminates a Service
Written by Jessica Laperle
Updated over a week ago

Transferring a Licence in Occupie Operate

A General Licence Transfer Process in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Transferring an Occupie Operate Licence When the Client Moves Offices

General Occupie Operate Office Move Procedure
Written by James Yorston
Updated over a week ago

Extending a Licence in Occupie Operate

Extend the Initial Term of a Licence in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

The Occupie Operate Movement History

View All Movements Your Customers Make Using Occupie Operate
Written by James Yorston
Updated over a week ago

Occupie Operate: Licence Terms and Conditions

Adding Terms and Conditions to Licence Agreements using Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Renewing a Licence in Operate

Licence Agreement Renewal Process in Operate
Written by Jessica Laperle
Updated over a week ago

Operate Licences: Common Issues and Best Practices

Do you have a question or an issue with Licences in Operate? You might find an answer here.
Written by Jessica Laperle
Updated over a week ago

Viewing Events / Audit Trails on Operate Licences

See what happens with your Operate Licences
Written by Nathan Barratt
Updated over a week ago
Accounts Receivable

Occupie Operate Accounts Receivable Overview

General Information about the Accounts Receivable Module in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Using the Accounts Receivable Journal in Occupie Operate

Add Journal Entries to the Accounts Receivable Module in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Recording a Payment in Occupie Operate

Adding a Payment to the Accounts Receivable Module in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Removing a Payment from Operate's Accounts Receivable Module

A guide to removing a payment from Operate
Written by James Yorston
Updated over a week ago

Creating a Bounced Check in Occupie Operate

Add a Bounced Check to the Accounts Receivable Module in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Account Statements in Occupie Operate

Generate Client Account Statements in the Accounts Receivable Module within Occupie Operate
Written by Jessica Laperle
Updated over a week ago

View Aged Debtors in Occupie Operate

Use Occupie Operate to View What Clients Owe You
Written by Jessica Laperle
Updated over a week ago

The Revenue Flow in Occupie Operate - An Overview

How Revenue is Being Managed in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Managing Deposits with Occupie Operate

Manage Deposits using the Occupie Operate Accounts Receivable Module
Written by Jessica Laperle
Updated over a week ago

Managing Refunds other than Deposits in Operate

This guide shows you how to use Operate to refund customers for charges other than deposits
Written by Claire Luik
Updated over a week ago

Refunding a deposit for a member with zero balance in Operate

Refunding a deposit for a member with zero balance
Written by Claire Luik
Updated over a week ago

Offsetting all or a certain portion of the member deposit to an existing balance in Operate

Using Operate to offset deposit to an existing balance
Written by Claire Luik
Updated over a week ago

Managing Recurring Collections in Operate

This guide shows how to collect payments your clients have made on your Portal
Written by Claire Luik
Updated over a week ago
Charges

Using Charge Sheets in Occupie Operate

Adding Charges with Charge Sheets in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Viewing and Updating Charge Sheets in Occupie Operate

View, Edit, Delete and See Charge Sheet Events in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Using Batch Sheets in Occupie Operate

Adding Charges Using with Sheets in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Viewing and Updating Batch Sheets in Occupie Operate

View, Edit, Delete, Copy and See Batch Sheet Events in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Using Metered Batch Sheets in Occupie Operate

Add Charges for Metered Products/Services using Metered Batch Sheets in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Importing Charges into Occupie Operate

Using Device Imports to Import Charges into Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Importing Call Charges from Occupie Connect to Operate

A Guide to Bringing Your Connect Call Charges into Operate
Written by James Yorston
Updated over a week ago

Supported Call Loggers in Occupie Operate

A List of Call Loggers from which You Can Import Charges into Occupie Operate
Written by James Yorston
Updated over a week ago

Creating Maps to Import Charges from your Device or Application into Operate

Import client charges from any device or app into Operate
Written by James Yorston
Updated over a week ago

Direct Debit Collection Methods in Operate

A list of direct debit collection providers you can use within Operate
Written by Josephine Rees
Updated over a week ago

Using the Occupie Operate Point of Sale

Use the Tablet-Friendly Operate POS to Easily Sell Products and Services at Your Location
Written by Jessica Laperle
Updated over a week ago
Accounting/Financial Exports

List of Financial Exports / Accounting Software Integrations within Operate

These are the integrations with third party accounting software supported by Operate
Written by Josephine Rees
Updated over a week ago

Standard Accounting / Financial Exports from Operate to any Accounting System

Use the Operate Standard Export to retrieve Invoice and Credit Note data that you can then import into your accounting application
Written by Josephine Rees
Updated over a week ago

Quickbooks (EU) Accounting/Financial Export from Occupie Operate

Integrating Quickbooks with Occupie Operate to Export Financial Data
Written by Claire Luik
Updated over a week ago

Quickbooks (US) Accounting/Financial Export from Operate

Integrating Quickbooks with Operate to Export Financial Data
Written by Claire Luik
Updated over a week ago

Configuring the Quickbooks Desktop Pro Accounting/Financial Export from Operate

Getting Ready to Export Transactions from Operate to Quickbooks Desktop Pro
Written by Claire Luik
Updated over a week ago

Exporting Financial Transactions from Operate to Sage Line 50

Use Operate's financial integration to Sage Line 50 to export transactions such as invoices, credit notes, payments, journals, etc.
Written by Josephine Rees
Updated over a week ago

Bluebox Financial Export from from Occupie Operate

How to Export Transactions from Occupie Operate to Bluebox
Written by James Yorston
Updated over a week ago

Xero Accounting/Financial Export from Occupie Operate

Integrating Xero with Occupie Operate to Export Financial Data
Written by Jessica Laperle
Updated over a week ago

Xero Accounting Export Setup for Operate

Configure Operate and Xero for your financial exports
Written by Claire Luik
Updated over a week ago

Sage 300 CRE Accounting/Financial Export from Operate

Export payments, journals, invoices and credit notes from Operate to Sage 300 CRE
Written by Josephine Rees
Updated over a week ago
Calendars

Occupie Operate Calendar Overview

An overview of the calendar within Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Meeting Room Booking Rates in Occupie Operate

How Meeting room bookings interact with meeting room rates in Occupie Operate
Written by Chad Knapman
Updated over a week ago

Booking a Meeting Space Using the Occupie Operate Calendar

A Guide to the General Booking Process within Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Making Multiple Meeting Room Bookings within Occupie Operate

Using Operate's Multiple Bookings to Book More than One Space in One Go
Written by Jessica Laperle
Updated over a week ago

Making a Recurring Meeting Room Booking with Occupie Operate

Book Meeting Rooms on a Recurring Basis with Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Checking and Confirming Provisional Bookings in Operate

How to find and confirm provisional bookings within your Operate calendar
Written by James Yorston
Updated over a week ago

Charging for Bookings in Operate: The PoS vs. The Calendar

This article shows how bookable space is managed in the Operate PoS and what your booking invoicing options are
Written by Claire Luik
Updated over a week ago

Using Meeting Packages in Occupie Operate

Provide Free Meeting Room Time to Your Clients with Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Operate Rooms: An Operate App

Easily Find Meeting Room Availability using essensys Operate
Written by Jessica Laperle
Updated over a week ago

Applying Day Delegate Rates to Meeting Room Bookings within Occupie Operate

Use Occupie Operate to Charge per Person per Day for Your Meeting Rooms
Written by Jessica Laperle
Updated over a week ago

Using the Availability Feature in Operate

Closing your Locations and blocking bookings
Written by Nathan Barratt
Updated this week
Reports

Operate Reports Overview

General Information about Operate Reports
Written by Jessica Laperle
Updated over a week ago

List of Operate Standard Reports

Pre-configured Operate Reports that you can run any time
Written by James Yorston
Updated over a week ago

Occupie Operate Report Types

Types of Reports to Run in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Creating a New Report in Occupie Operate

Creating Custom Reports in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Using Advanced Filters in Occupie Operate Reports

Narrow Down Your Operate Report Data Using Advanced Filters
Written by James Yorston
Updated over a week ago

Summary Reports in Occupie Operate

Creating Summary Reports in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Tabular Reports in Occupie Operate

Creating Tabular Reports in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Running Standard Reports in Occupie Operate

A Guide to Running the Preconfigured Reports in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Scheduling a Report in Occupie Operate

Use Occupie Operate to Schedule a Report to Be Sent to Staff on a Regular Basis
Written by Jessica Laperle
Updated over a week ago

Deleting a Report Column in Occupie Operate

Delete an Existing Report Column in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Grouping Data in Occupie Operate Reports

Creating Groups of Data in Occupie Operate Reports
Written by Jessica Laperle
Updated over a week ago

Sorting Report Data in Occupie Operate

How to Sort Data in Occupie Operate Reports
Written by Jessica Laperle
Updated over a week ago

Hiding Row Details in Occupie Operate Summary Reports

Show'Hide Record Count or Row Details in Occupie Operate Summary Reports
Written by Jessica Laperle
Updated over a week ago

Data Ranges in Occupie Operate Reports

Available Data Ranges in Occupie Operate Reports
Written by Jessica Laperle
Updated over a week ago

Occupancy Reports in Occupie Operate

Running Occupancy Reports in Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Meeting Booking Reports in Occupie Operate

Running Meeting Booking Reports in Occupie Operate
Written by Jessica Laperle
Updated over a week ago