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New Location or Update/Edit Existing Location
Tools and Settings > Control Center > Account Settings > Global Locations Adding New Location ...
New Account
Tools and Settings > New Account Note subaccount only pertains to the main account's billing ...
New Vendor Process
TOOLS AND SETTINGS > New Interpreter All data that is keyed into SI will automatically be tr...
Delete invoice
ScheduleInterpreter® is using the term delete invoice instead of void the invoice. Invoice statu...
Vendors Import
Vendors can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any other...
QBO checklist
Use the following checklist to ensure all items are addressed during integration of ScheduleInter...
Intake/Placing Orders Into SI
Schedule > Schedule Interpreter (need to import image) Requester = Court Reporter or Law Firm (w...
Sub-accounts Import
Sub-accounts can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any ...
Lists
ScheduleInterpreter® offers simple way to customize lists of items to streamline management proce...
Enable self-assign for customer accounts
DESCRIPTION When activated, vendors with self-assign option on, can accept new assignments witho...
Conference platforms
Conference platforms settings allow an assignment to include connection link or conference ID use...
My Settings - Vendors
How to Access my account Once you are given the link to access your company's portal, enter the ...
Compliance items
Compliance center offers flexible configuration with all compliance items categorized and grouped...
Locations Import Manual
Locations can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any oth...
Locations import
Locations can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any oth...
How to add License ID to your Documents
ScheduleInterpreter allows you to add your vendor's License ID to the documents created in SI Lab...
How to add Certification ID to your Documents
ScheduleInterpreter allows you to add your vendor's Certification ID to the documents created in ...
Languages Import
Languages can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any oth...
Users Import
Users can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any other t...
Import Configuration
Please convert Excel file to CSV before importing. Column Field MHMS Description 1 Time re...