Support Knowledge Base
The Accruent technical support group maintains a library of documents that provide useful tips, tutorials, and information that can help you work within the system. These documents are maintained as PDF files.
You must have the Adobe Acrobat browser plug-in installed to view a knowledge base document. These documents are secured, therefore they can be viewed in online help but cannot be printed or copied.
To view a support knowledge base document, click its name.
This article provides an overview of closing work orders using either the Request Details or Work Order - Financial page.
Company Documents – Automatic Email Notifications
This article outlines adding, editing, and removing notification records, reporting on auto email configurations, and checking on any automatic emails sent.
Company Documents – Manual Email Notifications
If auto email configuration is not set up for company documents, learn how to manually generate email notifications.
Company Documents – Online Documents (Printable Form Letters)
Online documents allow you to quickly send a formatted notification, such as COI renewal letters, work authorization letters, and contract renewal letters. In this article, learn how to create online documents for multiple/single companies.
Creating, Viewing and Updating Reservations (Guest Users)
This article covers creating, viewing, and updating reservations if using a Guest User login.
This article provides a work-around solution for getting the Guest User only Room/Cube field to display for Full Users.
Monthly Billing for Manual Entry in a Financial System
This guide outlines the steps used to check your data and prepare reports to support your billing when you will be invoicing out of another system.
Monthly Billing Using an Export Report
This guide outlines the steps used to check and prepare data to produce an Export File for invoicing tenants.
Navigating and Using Online Help
This guide provides an overview of system terminology and navigation basics, using the Help menu, and accessing ProTips.
This article provides tips on contacting support to reset your password if you cannot sign in.