Canceled trips are a lousy reality, and most often, we’d probably prefer not to think about them at all. So it may feel like a waste of time to manage them in your system, but let’s look at it from a more positive perspective. The truth is, data integrity has genuine value: For understanding the […]
Managing Canceled Trips Read More »
This favorite feature is a staff pick from Senior Product Analyst, Jared Russum. With the latest updates to status mapping and workflow, real-time updates in LA Net are more functional ever; all states in the workflow, including affiliate states, are now activated for real-time updates. (For more on the latest system updates, see our post
LA Net Real-Time Updates Read More »
A question recently arose in the LA Peer Support Group regarding making a client PO number appear on their invoices. There are different ways to approach this depending on your operation and your clients’ requirements. We’ve outlined three scenarios below with some tips for each case. Your client gives you a unique PO# to apply
Invoices with Client PO Numbers Read More »
May’s Update included a much-requested functionality to create Account Credits at the account level. So now that it’s available, how does it work? How do you create these credits? And how do you apply them as payment toward a trip or an invoice? We put together this mini-tutorial to get you started. Reminder: this functionality
Using Account Credits Read More »
Last month, we highlighted a few projects our clients might tackle right now, such as updating rates, cleaning up unsettled trips, and removing duplicates in Accounts and POIs. In this post, we’ll address another system project that could be a productive way to embrace this unusual time – populating or updating your communications and forms
Making the Most of the Time, Part 2 Read More »