Silviya Grigorova

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Articles

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  • How to Delete or Deactivate Equipment in Rapid ERP

    To manage equipment records in Rapid ERP, users can either permanently delete equipment or mark equipment as inactive, depending on the equipment’s job history.⚠️ Important Permission RequirementTo...

  • How to Run a Report by Reporting Group in Rapid ERP

    Use this workflow to generate a Rapid ERP report by Reporting Group. You can run the report in either a summary format or a detailed format, depending on the level of detail you need. StepsIn Rapid...

  • Merchant Central - Home Dashboard

    Navigating to Merchant CentralOpen Merchant Central from the Accounting tab in Rapid Works ERP.OverviewThe Home Dashboard is your main landing page in Merchant Central. It provides high-level visib...

  • Troubleshoot Invoice Posting Date Error

    IntroductionA “Posting Date Error” may occur when an invoice is edited with a date earlier than the allowed posting period. This guide explains why the error appears and outlines steps for resolvin...

  • How to Change the Customer on an Existing Job

    Changing the Customer for an Existing Job in Rapid ERP In certain situations, it may become necessary to update the customer associated with an existing job. This could occur if the wrong customer...

  • How to Sync Data from Rapid ERP to QuickBooks Desktop Successfully

    Integrating Rapid ERP with QuickBooks Desktop can streamline your accounting processes, but it requires proper setup and attention to detail. One critical component of this integration is the Quick...

  • Navigating the Clocking Log

    The Clocking Log section in the ERP allows authorized users to view, edit, verify, and manage employee clocking records. Access to this module requires the permission Human Resources – Clocking Log...

  • Clocking Settings

    Clocking settings are essential for maintaining accurate time tracking, enforcing accountability, and streamlining job management. Proper configuration ensures that operators follow standardized pr...

  • Customizing the Title Bar and Managing Alerts

    Users can personalize the title bar to fit their workflow. Options include displaying or hiding alerts, the clocking button, and other elements. Customizing the Title BarClick the Drill Icon in the...

  • Rapid Fleet Integration with DVIR

    The integration between Rapid Fleet and DVIRs completed in ROTG (Rapid On The Go!) or ERP ensures that equipment defects are tracked, addressed, and resolved through a connected workflow. This redu...