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MIsc. Tab
DataPush Switch Over
This will be the date that you decide you will no longer manually enter
invoices and payments into your accounting software, and will be using CenPoint
to do a data push.
Non Service Invoices GL Settings
Select an option when entering a Non- Service Invoice
Close Accounting Period
Vehicle Tracking
Enter the information for your Vehicle Tracking Service
Scanned Documents
Choose a path to where you want your scanned documents to be stored.
Email SMTP Settings
Use the link below for more information on setting up E-mail
3rd Party Access
Used for services like payroll
Fuel Surcharge Settings
Select to Apply or Not Apply Fuel Surcharges on a new customer.
When Appling a FSC, Click 'Add' choose an effective date ( this can be future dated as well)
and the FSC percentage.
Interest Settings
Select to Apply or Not Apply Interest on a new customer.
When Appling Interest Click 'Add' choose an effective date ( this can be future dated as well)
and the Interest percentage.
Auto Sign Out
Set CenPoint to Log out of Desktop and Portal sessions.
*This does not apply to the mobile app
Multi Factor Authentication
You can require Multi Factor Authentication when signing into CenPoint.
Per Branch Setting (File -> Company/Branch Info -> Modify -> Misc. Tab)
* Can be set for: Office, Techs, or Both
* Techs stay signed in on the mobile app so it would only require it on new phones
or if they manually sign out, not everyday
* Uses email or cell # on file for each user to send the code