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Customize Your SiteLink Experience

Hosted by James Renouf - SiteLink Customer Support / Corporate Trainer on June 14, 2017

Customize Your SiteLink Experience

Edit the Program Defaults and Security Levels within SiteLink Web Edition for greater business efficiency. Adjusting Program Defaults is a great way to implement a consistent business approach. Fine tune how your employees use the program based on your business rules.

We will walk through every menu item and option available on the Program Defaults screen. Learn what is available and how to use it. In addition, learn about using and customizing security levels in SiteLink.

Auto Daily Closes

Learn the benefits of auto closing for reconciliation purposes, reduce the differences between deposit and receipt totals

Credit Restrictions

Automatically limit the total credit that a customer can receive

Move-In and Move-Out Customization

Disabling future and past move-ins and move-outs for consistency in reporting

Related Support Webinars

Check out other SiteLink Support Webinars related to Customize Your SiteLink Experience.

Export Successfully with SiteLink TOTAL Accounting

Hosted by James Renouf on March 18, 2015
SiteLink TOTAL Accounting delivers financial reporting, audit tools and integration with the accounting software of your choice; included in SiteLink Web Edition at no additional cost.

The New SiteLink Experience - myHub

Hosted by James Renouf on May 18, 2016
With myHub, SiteLink has created a full-featured browser experience. Using any computer, tablet or smartphone access graphs, reporting, and site walk-through in real-time. Customers have asked for more browser capabilities and we have delivered.

SiteLink Merchant Services

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