Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

Gallery

Contact

+1(818) 459-3950

9018 Balboa Blvd. #563, Northridge, CA 91325

Contact Us

Simplify Tax Code Updates | ConnectWise Manage

July brings new tax codes to many states and municipalities.  Updating tax codes in ConnectWise Manage can be painstaking as the built-in tools for mass updating these codes are very limited.  Visionary 360 has created a Productivity Tool called Mass Maintenance Booster (MMB).

Included in MMB is a Tax Code Module.  This module allows updating tax codes in bulk with a simple find & update, and handles updating tax codes for Company, Agreements and Sites.

Our newest feature release includes the ability to schedule tax code changes instead of waiting to do them the day they take effect.  

A very important note:  Never “update” the current tax code with an updated number.  This will update the entire system, retroactive back to the beginning with this updated code, causing the financial data to be modified which of course isn’t a good thing.  More information & tips on tax code updates here.

Matthew Zaroff, founder of Visionary 360 explains the new features released with MMB release 1.4.2.

What could you do with a few extra hours?  Find out by using Mass Maintenance Booster – Tax Codes. 

* Mass Maintenance Booster is included with our Support Plans.  Contact us for more information.

** Have an idea for a MMB module?  Tell us about it!

Share this article on social media

About Visionary 360

Visionary 360 comprises seasoned coaches specializing in the technology sector, particularly IT Service Providers, to enhance tool implementation with a financial focus.

As problem solvers who relish challenges, we delight in assisting individuals while enjoying the journey. Our client relationships are familial, and we take pride in witnessing their companies thrive. Witnessing our clients prosper is our greatest reward. To learn more about Visionary 360, visit our website at visionary360.com or schedule an introductory meeting to discuss your needs.

Have a Blog idea?

We would love to hear about it!

Sign Up for Notifications

Want notifications for new blog posts?

Like Us