Peter McKesson

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Activity overview

Latest activity by Peter McKesson
  • Peter McKesson created an article,

    How to build your own templates by Philip of Veil Designs

    We have been teaming up Philip and his partner Jason over at Veil Designs for many years now.  They have created a fantastic addition to our template articles. We have been given permission by them...

  • Peter McKesson commented,

    Hello Chukwudi - what does this mean?  Write us at support@kickserv.com to chat with us.   Thank you,

  • Peter McKesson created an article,

    Resolving common login issues (Website)

    Having trouble logging in to your Kickserv account? Here are some steps you can take that may help. Quick tips Check the following:  Your account could be temporarily locked after too many incorr...

  • Peter McKesson created an article,

    Custom Reporting

    Kickserv does have a custom reporting tool that comes standard with the Premium plan only.  Many of our businesses have different and unique data needs.  This is why we have a fantastic custom repo...

  • Peter McKesson created an article,

    Xero FAQ

    How do I disconnect from Xero? Any administrator can disconnect your company's Xero connection by going to Settings Add-ons Xero. Who has access to Xero within Kickserv? Any administrator has acce...

  • Peter McKesson created an article,

    Getting Started with Xero

    Signing up for Xero Before connecting to Xero, your account must include the Xero add-on, which can be enabled by your account owner on the Subscription page within Account & Billing settings. Onc...

  • Peter McKesson created an article,

    Syncing with Xero

    Your First Sync Successfully connecting to Xero and setting your configuration options enables you to perform your first account sync. Click on the Xero link in the left navigation to arrive at the...

  • Peter McKesson created an article,

    Working with Invoices, Estimates, and Xero

    Working with invoices and estimates is similar, with the exception of payments, which are not entered on estimates. Adding Charges To add a charge, click the Add a charge button to open the charge ...

  • Peter McKesson created an article,

    Things to Know about our Xero Sync

    Estimates Syncing an Estimate from Kickserv will create a Draft Invoice in Xero, not a Quote. This may change in the future. Invoices Once an Invoice has a synced payment, adding or editing charges...

  • Peter McKesson created an article,

    Xero Data Flow Diagram