Misc. Tab
  • 29 Jul 2024
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Misc. Tab

  • Dark
    Light
  • PDF

Article summary

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

Email Setup


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



What's Next