Back Office

Creation of SDD Files
After SDD files have been created, they must be uploaded and sent to the bank to set up SDD payments. Procedure: Reports -> Back Office -> Creat...
Tue, 7 Apr, 2020 at 5:11 PM
Issue Receipts for SDD Payments
Click on Reports -> Back Office -> Issue Receipts for SDD Payments to massively issue receipts by following the steps below: specify whether to use...
Wed, 8 Apr, 2020 at 12:30 PM
View SDD Files
To find all the SDD files with the possibility to filter them by date click on Report -> Back Office -> View SDD files There are two options availa...
Wed, 8 Apr, 2020 at 3:11 PM
Accounting - Document List
In order to check all the documents issued by the system click on Reports -> Back Office -> Document List You can filter the documents by date and...
Mon, 10 Jul, 2017 at 4:46 PM
Staff Agenda - Disable/Enable Reservations for Courses
It is possible to massively disable/enable reservations for courses from Reports -> Back Office -> Staff Agenda First filter the period by start/e...
Thu, 9 Apr, 2020 at 2:14 PM
Staff Management - Roles
To create staff roles (different from trainer/instructor) click on Reports -> Back Office -> Roles. Roles are necessary to schedule staff's shift...
Thu, 9 Apr, 2020 at 2:27 PM
Staff Management - Shifts
Before creating shifts you will need to create Roles To add shifts for operators who are not trainers/instructors, click on Reports -> Back Office -&...
Thu, 9 Apr, 2020 at 2:50 PM
Staff Management - Check Agenda
To check Operators' Agenda click on Reports -> Back Office -> Check Agenda Filters available: Operator Starting Date/Last Day If you cli...
Thu, 9 Apr, 2020 at 3:55 PM
Staff Management - Shift Management
To manage staff working-times/shifts click on Report - Back Office - Shift Management, then apply the filters listed below: Resource Starting Date Last ...
Fri, 3 Jul, 2020 at 1:25 PM
Management of Saved Marketing Searches
Click on Reports - Back Office - Management of Marketing Searches to: delete  rename store  the searches saved in Report -> Marketing.
Wed, 15 Apr, 2020 at 12:39 PM