Orchid

For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage you can go to Status.CardConnect.com

On Monday, September 2nd, our offices will be closed for the Labor Day holiday. Our regular business hours will resume on Tuesday, September 3rd at 9 A.M. Eastern Daylight Time.

As part of our continuing effort to improve the functionality of our payroll feature, payroll will be unavailable on Friday, March 15th between 5am - 8am EST. We apologize for any inconvenience this work may cause.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Client Formula History Overview

These instructions will help you view, edit, and make new entries in a client's formula history.
  1. From the cloud software website, click the Clients icon.
  2. Select a client from the list to modify.
  3. Choose the Formula History tab.
  4. You can enter and save a new note on the left and edit or delete a selected note on the right.
To view a client's formula history from a ticket:
  1. Open an existing ticket for the client.
  2. Click View Info in the lower left of the ticket containing the client’s summary information.
  3. Choose the Formula History tab.
  4. This will display all notes entered previously into the client's file.

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