HELP! Why isn’t the Day Counter/Balance/<Insert Item Here> on the Client Profile?
This goes back to the hierarchy structure.
You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards day-to-day and get away from the client dashboards: they are less efficient for day to day management.
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Screenshots of the Client Portal
Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are ...
How do I delete duplicate clients?
Best practice is to always check for a duplicate before creating a new client. Aguardion has tried numerous data validation schemes to automate this over the years and none of them have worked well because of the number of aliases, nicknames, etc ...
I posted a payment a day late, what do I do?
Post them in real time if you can. If it is late, the pool will still deduct the daily rate, even if the balance goes negative. Once you post the payment, the balance will be correct. Posting payments late or early isn’t nearly as big of a problem as ...
Why doesn't Aguardion allow for backdating?
In the Aguardion platform, all activities must be done the same day to maximize efficiency and ensure the best accuracy. This isn’t a software or hardware limitation, but rather an intentional design choice on behalf of Aguardion’s creators. During ...
On the Invoicing Dashboard, it displays multiple entries for past due- one for the full amount and one for the next day. What's up?
When you take a pool payment, it goes into a pool balance. This isn’t money earned- its a deposit set aside for future services, just like a lawyer might require a minimum retainer that they can bill against for services in the future. At the end of ...