AGG SMART

At the end of each day we would always advise the checking of completed jobs. This makes sure that all data has been fed back from the trucks correctly and ...

You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 wi...

You can now force a customer’s quotes to include a PO Number by adding [PO-Required] to the notes field when editing the customer. This will then be a requi...

YELLOW background Quote Emailed GREEN background Invoice Emailed GREEN number Invoice Imported GREEN number (with green border) Invoice Impo...

GREEN backbround = Invoice Paid RED backbround = Pre-auth over 20 days old. Near to expiration or expired. YELLOW box = Card Pre Authed GREEN box = Card ...

The check button allows you to edit a job after it has been completed. You can change all parts of the delivery (eg. quantity, time on site, extras, price p...

AGG SMART can show customer credit limits when booking in a job. Xero does not output the credit limit through its API, so we need a work around. So, if...

You can connect Xero Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Xero. It will also bring custo...

You can connect Quickbooks Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Quickbooks  . It will ...

These are the general codes used by banks when a transaction is declined. Some bank decline codes may be different. Decline Codes Response Descriptio...