Type	Description	Permissions Required
Pending Payment	All Payments made via Banking > New Deposit (Other Income) that are in Pending mode.	Bookkeeping module Allow Bookkeeping
Pending Payment (COD)	All payments made against a sales record that are in Pending mode, and C.O.D. box is checked in the sales record Payment screen.	Allow Sales Disable Payments not checked
Pending Payment	All payments made against a sales record that are in Pending mode.	Allow Sales Disable Payments not checked
Pending Expense	All Expenses (or up to X days) that are in Pending mode.	Bookkeeping module Allow Bookkeeping
Maintenance Due (Metered)	All maintenance services due based on whether the current meter reading has exceeded the Next Service (Meter) of the last service.	Allow Maintenance
Maintenance Due (Date)	Maintenance services due (up to X days) based on the Next Service (Date) of the last service.	Allow Maintenance
Pending Maintenance	Maintenance services due (up to X days) that are in Pending mode.	Allow Maintenance
Awaiting Parts	Maintenance services due (up to X days) that are in Awaiting Parts mode.	Allow Maintenance
Test & Tag Due	Number of Maintenance > Test & Tag records due in the next 7 days.	Allow Maintenance
Booking (No Dates)	Top 200 sales records that are in Booking mode and do not have a Booked From or Booked To date entered.	Allow Sales
Booking	All Bookings (or up to X days) that have a Booked From entered but have no Hired From entered yet.	Allow Sales
Invoice	All Invoices (or up to X days) that have a Booked From entered but have no Hired From entered yet.	Allow Sales
Sales Booking	All Bookings (or up to X days) that have a Booked From entered but have no Hired From entered yet, and do not have any Hire items at all.	Allow Sales
Sales Invoice	All Invoices (or up to X days) that have a Booked From entered but have no Hired From entered yet, and do not have any Hire items at all.	Allow Sales
Collection Required	All Invoices currently On Hire (i.e. have a Hired From date but no Hired To), and have an Off Hire date entered, but no Date Collected yet.	Allow Sales
Awaiting Return	All Invoices currently On Hire (i.e. have a Hired From date but no Hired To), and have an Off Hire date entered, and a Date Collected, but no Hired To yet.	Allow Sales
On Hire	All Invoices currently On Hire (i.e. have a Hired From date but no Hired To).	Allow Sales
Overdue Deposit	Top 200 sales records that have a Deposit Due date entered in the Other tab, but no money has been received after the Deposit Due date has lapsed.	Allow Sales
Current StandDown	And StandDown record where the Completed box has not been checked on the StandDown record.	Allow Sales
Lag Before	Any sales record where the Lag Hrs Before Reminder box has been checked in the Other tab in the sales record screen.	Allow Sales
Lag After	Any sales record where the Lag Hrs After Reminder box has been checked in the Other tab in the sales record screen.	Allow Sales
Pending Event	Any upcoming event where the Date Started has not been entered in the Event record screen.	Events module Allow Sales
Overdue Event	Any event where the Date Started has not been entered in the Event record screen and the Booked From date has lapsed.	Events module Allow Sales
Current Event	Any event where the Date Started has been entered in the Event record screen, but the Date Finished has not been entered yet.	Events module Allow Sales
Pending Project	Any upcoming project where the Date Started has not been entered in the Project record screen.	Projects module Allow Sales
Overdue Project	Any project where the Date Started has not been entered in the Project record screen and the Est Start Date date has lapsed.	Projects module Allow Sales
Current Project	Any project where the Date Started has been entered in the Project record screen, but the Date Finished has not been entered yet.	Projects module Allow Sales
Overdue Collection	Top 200 On Hire Invoices where the Hired To date is not entered, an Off Hire date is entered, but no Date Collected yet and the Booked To date has lapsed.	Allow Returns
Overdue Return	Top 200 On Hire Invoices where the Hired To date is not entered and the Booked To date has lapsed.	Allow Returns
Overdue Sales Return	Top 200 On Hire Invoices where the Hired To date is not entered and the Booked To date has lapsed, and there are no Hire items at all.	Allow Returns
General Reminder	Top 100 CRM > Reminders that have not been marked as Completed.	Allow CRM
Inspection Due	Top 200 active Items where the Inspection Due (Warrant Of Fitness for NZ) date is earlier than the next 30 days.
Rego Due	Top 200 active Items where the Rego Due date is earlier than the next 30 days.
Adjustments	The total number of Adjustment records that have not been completed yet.	Allow Sales

Alerts & Notifications

Alerts & Notifications