Company Finance Service Tab

The Service tab in Company Finance lists all service tickets associated with the selected company. Go to Finance > Company Finance, then select the Service tab.

View and open tickets

• Select the Ticket # link or the Summary Description link to open a ticket and view its details.
• Use the search bar to filter across both open and closed tickets.

Edit tickets inline

Right-select any ticket row to change the following fields directly in the list:

• ! (Priority)
• Status
• Resources

View scheduled resources

In the Schedule column, select the resource icon to see which resources or teams are assigned to a ticket.

Create a new ticket

Select New on the toolbar. The new ticket automatically defaults to the selected company — you don’t need to re-enter company information.