Billing
Aged Receivables Report: "As of Date"
Changing the “As of Date” to a previous date will display the report as it was on that date. Previously, backdating the “As of Date” would only display what was unpaid as of that date. Now, it will show everything that was owed as of that date ...
Printing a List View
Users can print a list view by clicking the Adobe icon at the bottom of any list view (see image). It will use the same columns as the list view. If a user checkmarks selections on the list, the PDF will only show those selected tickets. When a user ...
Mass Update
Mass updates are used to update multiple records all at once. For example, a user could Mass Update a First Notice Sent date when they have sent out multiple lien letters at once. Navigate to the list with the records that need to be mass updated ...
Views
A View is a filtered list of tickets entered into the system. For example, if a user only wants to see a tow that was recently entered in the system, go to the black navigation bar > Views > Recent Actions. A view can be filtered or searched by using ...
Reports
In Omadi, Reports and Views, although separate, are closely related to each other. Reports give us general numbers, but Views will give us those numbers in detail. All reports are linked to a view that will give details about the tows linked to that ...
Statements
Omadi offers the ability to generate Accounts Receivable statements (AR statements) and record payments. To create a statement in Omadi, access the Aged Receivables report (black navigation bar > Reports > Aged Receivables); only accounts that have a ...
Audit
Omadi provides users the option to audit calls after the job was completed by a driver or released from the yard. Auditing helps to check that all charges are correct, and no adjustments are necessary. Only users with the manager or dispatcher role ...