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94 articles found

Bills Management Best Practices and FAQ

Best practices for managing bills efficiently in AccuArk, along with answers to frequently asked questions about bill creation, payments, statuses, recurring schedules, and troubleshooting common issues.

Bills Management
Scheduling Work for Teams

Schedule specific dates, times, and job descriptions for teams assigned to invoices, and view all scheduled work on the team calendar.

Complex Invoicing
Understanding Promotion Types

A detailed breakdown of all eight promotion types in AccuArk, including invoice-level vs item-level distinctions, how the promotion engine evaluates the cart, and how priority numbers control evaluation order.

Marketing & Promotions
Recommended Setup Order for Marketing

A step-by-step guide to setting up AccuArk's Marketing and Promotions module in the correct order, including prerequisites for each feature area and a pre-launch checklist.

Marketing & Promotions
Invoice Discount Promotions

A complete walkthrough of creating and configuring Invoice Discount promotions in AccuArk, including every field in the Promotion Editor, an example configuration, and best practices for testing and activation.

Marketing & Promotions
How to Set Up the Time Clock

Configure AccuArk's time clock settings for your location, including clock-in requirements, grace periods, and rounding rules.

Employee Management
How to Set Up Time Off Types and Policies

A guide to creating time off types like vacation, sick leave, and personal days, and configuring accrual policies in AccuArk.

Employee Management
What Support Is Available?

Learn about AccuArk's support options and how to get help when you need it.

Installation & Setup
How Does the Free Trial Work?

Learn about AccuArk's 7-day free trial, how to get started, and what happens at the end of the trial period.

Getting Started
Introduction to Locations and Machines in AccuArk

Understand the relationship between locations and POS machines and how they structure your business in AccuArk.

Locations & Machines
How to Enable and Configure Quick Add

Step-by-step instructions for enabling the Quick Add feature on POS machines and granting the required user permission.

Point Of Sale (POS)
How to Attach a Customer to a Sale

Learn how to link a customer record to a POS sale for purchase history tracking, loyalty points, email receipts, and credit limit enforcement.

Point Of Sale (POS)
What File Format Does AccuArk Require for Imports?

AccuArk requires CSV (Comma-Separated Values) files for all data imports. Learn how to create a CSV from Excel or Google Sheets.

Data Import & Export
What Happens If My Import Fails Halfway Through?

AccuArk uses batch processing with database transactions to protect your data during imports. Learn how failures are handled safely.

Data Import & Export
How Do I Create a Template for Importing Data?

Use the Export feature in the Data Exchange Center to generate a ready-made CSV template with the correct column headers for any data type.

Data Import & Export

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