This article helps you understand and configure your Tax Date Source setting — how each of the two options, Contract Open Date and Current Date, determines which tax rate applies to your contracts, and how that carries through continuation billing. It also helps you reconcile tax on your invoices and credits by explaining how the setting behaves once you create a contract, and why your credit adjustments always use the rate from the original document.

For users hosted on our AWS environment, there is a simple way to extract supported Power BI views from their databases without needing to set up a replica database. This tool allows users to download a static snapshot of the data, which can then be used in Power BI.

This article explains how Point of Rental Elite users can generate and update a QuickBooks Online (QBO) OAuth 2.0 refresh token to restore or maintain the accounting integration. It covers the required setup within the Intuit Developer Portal, including obtaining the Client ID, Client Secret, Realm ID, and refresh token, and outlines where to enter the updated token in Elite under Accounting Configuration. This feature is available to Elite users only and requires an active QuickBooks Online account, along with proper configuration in the Intuit Developer environment to ensure the QBO integration functions correctly.

Current customers of Record360 can use a configuration between Point of Rental and Record360. Connecting the systems will facilitate syncing fleet records from Elite to Record360 and provide direct access to assets in Record360 from within the Elite asset item record.

Users of Rouse Rates use that industry-level rate information to compare against their book rates when making pricing decisions for customers. That information is available through the Rouse interface, but it is also available through the Elite item record.

This document describes how to contact bidadoo from Elite to receieve an estimate for a piece of equipment a user is wishing to sell

This document covers the location and setup of enhanced Vertex flex fields.

Samsara is a provider of GPS devices and route-tracking software that allows users to easily determine where their trucks and drivers are on a route at any point in time. This integration is only available to Elite users and will require an active account with Samsara.

This article walks though how to load the Power BI Views from the ODBC connection installed with the Power BI Extraction Tool