Finance Teams
Customer Payments Module
The Customer Payments module in 1Stop CRM is used to record and track all payments received from customers—whether it's a direct payment, financing, credit card transaction, refund, or returned check. Keeping this information up to date ensures ...
Products
The Products module in 1Stop helps your team manage the items and services your company offers—whether they’re physical products, installation packages, or service-based work. If it’s something you sell, quote, or invoice, it belongs here. This ...
Vendors
The Vendors module in 1Stop helps your team manage third-party vendors involved in your purchasing, billing, and payment workflows. This could include subcontractors, suppliers, permitting agencies, engineers, or any external party you do business ...
Chart of Accounts
The Chart of Accounts (COA) module in 1Stop CRM is where you manage the financial accounts your company uses. It’s designed to reflect your general ledger structure, giving you quick visibility into the accounts tied to things like invoices, ...
Accounting System Integration
1Stop's integration feature allows you to seamlessly synchronize with your company's accounting platform, enabling real-time data flow between systems. This streamlines tasks like invoicing, payment tracking, and financial reporting—reducing ...
Intro for Finance & HR Teams
1Stop helps finance and human resource teams gain valuable insights into their business operations with a comprehensive suite of tools to help them manage and track receipts, payments, costs, and employees more efficiently. Employee Management - ...
Processing Approved Expenditures
1Stop helps automate the creation, approval, and processing of all business expenditures—ensuring proper controls, supporting receipts, and accurate classification for each expense. This article walks you through the step-by-step process of ...
Adding Time Clock Meetings
Introduction The time clock solution in 1Stop Install is designed to track employee attendance by setting up Clock In and Clock Out meetings for each employee. To simplify this process, 1Stop offers a recurring meeting option when scheduling these ...
Popular Articles
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...