Admin List Screens

The Admin List Screens are a group of screens accessible from the Application section of the Administration menu. As a system administrator, when you click the Manage Lists icon, a screen is displayed with a single drop-down field at the top from which you can pick from many different lists. Each list has its own screen. This group of screens is similar in function and enables you to define drop-down options that become available throughout the Aspire system. Here are some notes relevant to all Admin List screens:

1. In the Required column Aspire flags items that are required by the system.
2. The Active column indicates whether the item will appear in its associated selection list. Marking items as inactive will remove the item from future use without impacting historical references to the item.
3. The In Use column identifies whether or not the particular item has been selected from its respective list within Aspire.
4. Most of the admin lists provide the ability to delete an item provided it has not been referenced (i.e. it's In Use flag is not set.)

Admin List - Activity Category Search List Screen

Activities are classified into types of email, task, issue, appointment, and milestone. Activity categories managed on this screen enable you to provide a further descriptive breakdown for issues and tasks (i.e. for an issue the category could be Complaint or Service Request). Four activity categories – Phone Call, QA, Letter, and To Do – are fixed. If you drill in to display them on the Activity Category screen, they are read-only. The following additional activity categories are often defined in Aspire: Service Request, Complaint, Property Damage, Email, and Injury.

The Activity Category Search List screen allows you to manage Activity categories. New activity categories can be added by clicking the New icon to display the Activity Category screen. Existing activity categories can be edited by clicking on them to display the Activity Category screen.

Activity Category Screen The Activity Category screen allows you to create or edit activity categories. It is accessed from the Activity Category Search List screen when you click the New icon or click on an existing locality in the list

The screen elements on the Activity Category screen are described in the following table:

Admin List - Attachment Type Search List Screen

The Attachment Type Search List screen allows you to provide classifications for attachments that team members add to properties, opportunities, and contacts. Common attachment types often used in Aspire are images, documents, maps, site maps, and contracts.

The Attachment Type Search List screen allows you to manage different attachment types. New attachment types can be added by clicking the New icon to display the Attachment Type screen. Existing activity categories can be edited by clicking on them to display the Attachment Type screen.

Attachment Type Screen The Attachment Type screen allows you to create or edit attachment types. It is accessed from the Attachment Types Search List screen when you click the New icon or click on an existing attachment type in the list.

The screen elements on the Attachment Type screen are described in the following table:

Admin List - Catalog Item Category Search List Screen

The Catalog Item Category Search list screen enables you to provide categories for logically grouping items in the company’s item catalog. Item categories commonly defined in Aspire include Labor, Mulch, Irrigation, Equipment, Fertilizer, Drainage, Sub, Chemical, Soil, Shrubs, Tree, Sod, and Seed. Catalog Item Category provides greater refinement for item grouping than does Item Type.

The Catalog Item Category search list screen enables you to manage catalog item categories. New categories can be added by clicking the New icon, to display the Catalog Item Category screen. Existing categories can be edited by clicking on them to display the Catalog Item Category screen.

Catalog Item Category Screen The Catalog Item Category screen enables you to create or edit catalog item categories. It is accessed from the Catalog Item Category Search List screen when you click the New icon or click on an existing category on the list.

The screen elements on the Catalog Item Category screen are described in the following table:

Admin List - Catalog Price Search List Screen

The Catalog Price Search List screen is used for setting up pricing overrides at the branch level for specific items in the catalog. See section, Setting up Branch Pricing for more information.

The Catalog Price Search List screen enables you to manage catalog price lists. New catalog price lists can be added by clicking the New icon, to display the Catalog Price List screen. Existing catalog price lists can be edited by clicking on them to display the Catalog Price List screen.

Catalog Price List Screen The Catalog Price list screen enables you to create or edit catalog price lists. It is accessed from the Catalog Price Search list screen when you click the New icon or click on an existing price list in the list.

The screen elements on the Catalog Price list screen are described in the following table:

Admin List - Certification Types Search List Screen

Aspire allows you to create standard types of employee certifications that can be selected when an employee certification is being recorded on the Contact screen.

The Certification Types Search list screen allows you to manage certification types. New certification types can be added by clicking the New icon, to display the Certification Type screen. Existing certification types can be edited by clicking on them to display the Certification Type screen.

Certification Type Screen The Certification Type screen allows you to create or edit certification types. It is accessed from the Certification Types Search list screen when you click the New icon or click on an existing certification type in the list.

The screen elements on the Certification Type screen are described in the following table:

Admin List - Competitor Search List Screen

The Competitor screen enables you to define competitors that can be added to properties. For lost opportunities, Aspire also enables you to record the competitor who took the business.

The Competitor Search list screen allows you to manage competitors. New competitors can be added by clicking the New icon, to display the Competitor screen. Existing competitors can be edited by clicking on them to display the Competitor screen.

Competitor Screen The Competitor screen enables you to create or edit competitors. It is accessed from the Competitor Search list screen when you click the New icon or click on an existing competitor in the list.

The screen elements on the Competitor screen are described in the following table:

Admin List - Contact Types Search List Screen

The Contact Types Search List screen enables you to maintain a list of contact types to help better define contacts in your company’s contact list. Four contact types – Employee, Customer, Vendor, Sub – are fixed and cannot be modified. Other contact types commonly used in Aspire are Prospect, Lead, and Consultant.

The Contact Types Search List screen enables you to manage contact types. New contact types can be added by clicking the New icon to display the Contact Type screen. Existing contact types can be edited by clicking on them to display the Contact Type screen.

Contact Type Screen The Contact Type screen enables you to create or edit contact types. It is accessed from the Contact Type Search List screen when you click the New icon or click on an existing contact type in the list.

The screen elements on the Contact Type screen are described in the following table:

Admin List - Division Search List Screen

Aspire allows recognition of business divisions within a company. Divisions in Aspire are designed to support reporting by service area. The Division screen enables you to define the company’s divisions. The most common divisions for companies using Aspire include maintenance, enhancements, snow, irrigation, and overhead. Other common divisions sometimes established are construction, subcontractor, indirect, internal, plant healthcare, and landscape.

The Division Search list screen enables you to manage divisions. New divisions can be added by clicking the New icon, to display the Division screen. Existing divisions can be edited by clicking on them to display the Division screen.

Division Screen The Division screen allows you to create or edit divisions. It is accessed from the Division Search list screen when you click the New icon or click on an existing division in the list.

The screen elements on the Division screen are described in the following table:

Admin List - Employee Incident Type Search List Screen

Aspire enables you to create standard types of employee incidents (e.g. injury, behavior, unexcused absence, etc.) that can be selected when an employee incident occurs and is being created on the Contact screen.

The Employee Incident Type Search list screen enables you to manage employee incident types. New incident types can be added by clicking the New icon to display the Incident Type screen. Existing incident types can be edited by clicking on them to display the Incident Type screen.

Employee Incident Type Screen The Employee Incident Type screen enables you to create or edit Employee Incident types. It is accessed from the Employee Incident Type search list screen when you click the New icon or click on an existing Employee Incident Type in the list.

The screen elements on the Employee Incident Type screen are described in the following table:

Admin List - Event Type Search List Screen

Aspire allows you to create events (i.e. specific snow events that occur during a time period) that can be associated with invoice batches. Information related to the event can be shown to the customer on their invoice so they understand why the service was performed. The Event Type screen enables you to define the types of events that can be created. Companies will likely have only one event type for snow.

The Event Type Search List screen enables you to manage event types. New event types can be added by clicking the New icon to display the Event Type screen. Existing event types can be edited by clicking on them to display the Event Type screen.

Event Type Screen The Event Type screen enables you to create or edit event types. It is accessed from the Event Type Search List screen when you click the New icon or click on an existing event type in the list.

The screen elements on the Event Type screen are described in the following table:

Admin List - Industry Search List Screen

The Industry screen enables you to define and manage industries that can be associated with properties. The most common industries for companies using Aspire are Retail, Residential, HOA, Multi-Tenant, Commercial, Industrial, Apartment, Government, and Church.

The Industry Search List screen enables you to manage industries. New industries can be added by clicking the New icon, to display the Industry screen. Existing industries can be edited by clicking on them to display the Industry screen.

Industry Screen The Industry screen enables you to create or edit industries. It is accessed from the Industry Search List screen when you click the New icon or click on an existing industry in the list.

The screen elements on the Industry screen are described in the following table:

Admin List - Issue List Search List Screen

The Issues List Search List screen enables you to create and manage a list of issue types for production crews to classify issues recognized on properties. The most common issue types for companies using Aspire are Property Damage, Irrigation Leak, Injury, Customer Complaint, Dead Plant, and Drainage.

The Issue List Search List screen enables you to manage issue types. New issue types can be added by clicking the New Issue Type icon to display the Issue List screen. Existing issue types can be edited by clicking on them to display the Issue list screen.

Issue List Screen The Issue List search list screen enables you to create or edit issue types. It is accessed from the Issue List Search List screen when you click an existing issue in the list or click the New Issue Type icon.

The screen elements on the Issue List screen are described in the following table:

Admin List - Job Status Search List Screen

Aspire supports four standard job status codes that are used to specify the progress of a job: In Process, Complete, Canceled, Changed. 

Note:

While the Changed status is still listed, it is no longer displayed or used elsewhere in Aspire.

The Job Status screen enables you to specify an alternate display name for each of these statuses. Unlike most other admin lists, you cannot add new job status values.

Job Status Screen  The Job Status screen enables you to edit job statuses (new job statuses cannot be created). It is accessed from the Job Status Search List screen when you click on an existing job status on the list.

The screen elements on the Job Status screen are described in the following table:

Admin List - Lead Source Search List Screen

The Lead Source screen enables you to maintain a list of valid lead sources that team members can specify for an opportunity. The most common lead sources in Aspire are Issue, Employee Referral, Call In, Cold Call, Customer Referral, Unknown, Website, and Architect.

The Lead Source search list screen enables you to manage lead sources. New lead sources can be added by clicking the New icon to display the Lead Source screen. Existing lead sources can be edited by clicking on them to display the Lead Source screen.

Lead Source Screen The Lead Source screen allows you to create or edit lead sources. It is accessed from the Lead Source Search List screen when you click the New icon or click on an existing lead source on the list.

The screen elements on the Lead Source screen are described in the following table:

Admin List - Locality Search List Screen

Localities in Aspire are used to define where employees work for purposes of calculating payroll taxes. The Locality Search List screen enables you to define the valid localities – typically counties – that can be assigned to properties.

The Locality search list screen enables you to manage localities. New localities can be added by clicking the New icon to display the Locality screen. Existing localities can be edited by clicking on them to display the Locality screen.

Locality Screen The Locality screen enables you to create or edit localities.  It is accessed from the Locality search list screen when you click the New icon or click on an existing locality in the list.

The screen elements on the Locality screen are described in the following table:

Admin List – Opportunity Canceled Reason Search List Screen

When a user cancels a contract, Aspire allows them to specify a reason for the cancellation. The Opportunity Canceled Reason Search List screen enables you to manage the list of valid reasons for canceling contracts.

The Opportunity Canceled Reason search list screen enables you to manage cancellation reasons. New cancellation reasons can be added by clicking the New icon to display the Opportunity Canceled Reason screen. Existing cancellation reasons can be edited by clicking on them to display the Opportunity Canceled Reason screen.

Opportunity Canceled Reason Screen The Opportunity Canceled Reason screen enables you to create or edit standard reasons for canceling contracts. It is accessed from the Opportunity Canceled Reason Search List screen when you click the New icon or click on an existing cancelation reason in the list.

The screen elements on the Locality screen are described in the following table:

Admin List - Opportunity Stage Search List Screen 

An Opportunity Stage is a list of fixed stages through which Aspire advances opportunities based on user actions. These stages are fixed in Aspire and are; Pre-Bid, Estimate, Propose, Lost, and Won. These stages support filtering and grouping of opportunity statuses on the Admin List Opportunity Status screen. Based on an opportunity’s status, each opportunity is in a stage at any point in the business process, and that stage can be used for reporting the Opportunities Search List screen. Clicking on an opportunity stage in the list displays the Opportunity Stage screen.

Unlike most other admin list screens, the Opportunity Stage screen will not permit you to add new values.

Opportunity Stage Screen  The Opportunity Stage screen enables you to edit the opportunity stages. It is accessed from the Opportunity Stage search list screen when you click on an existing opportunity stage in the list.

The screen elements on the Opportunity Stage screen are described in the following table:

Admin List - Opportunity Status Search List Screen

As an opportunity is advanced through the business flow, Aspire updates the opportunity status. There are eight standard opportunity statuses through which an opportunity can advance until it is won or lost: New, Bidding, Pending Approval, Approved, Delivered, Denied, Won, and Lost. On the Opportunity Status screen, you may provide an alternate display value (labeled as “Item Name”) for any status. Aspire will enable you to add additional opportunity statuses, but they can only add them for the pre-bid opportunity stage – Aspire will not permit you to create an opportunity status for other stages.

The Opportunity Status search list screen enables you to manage opportunity statuses. New opportunity status can be added by clicking the New icon to display the Opportunity Status screen. Existing opportunity statuses can be edited by clicking on them to display the Opportunity Status screen.

Opportunity Status Screen  The Opportunity Status screen enables you to create or edit an opportunity status. It is accessed from the Opportunity Status search list screen when you click the New icon or click on an existing opportunity status on the list.

The screen elements on the Opportunity Status screen are described in the following table:

Admin List - Pay Code Search List Screen

Pay codes and the information associated with them determine how payments will be calculated for specific employee hours during the regular payroll process. The most common pay codes in Aspire are Hourly, Holiday, Vacation, Salary, Regular, and Overtime. The Pay Code screen enables you to create and manage pay codes. Additional information is available in the sections Pay Codes and Setting up Payroll in Aspire. Pay codes can be selected in the following locations in Aspire:

1. When defining pay schedules under the Manage Admin Lists option on the Administration screen
2. Services in the Service Catalog may have default pay codes assigned to them
3. When defining override pay codes for a contact from the Payroll tab of the Contact screen
4. When creating an estimate on an opportunity, the default pay code may be changed for opportunity services
5. For overriding pay code for work ticket time on the Time Entry screen

The Pay Code Search List screen enables you to manage available pay codes. New pay codes can be added by clicking the New  icon, to display the Pay Code screen. Existing pay codes can be edited by clicking on them to display the Pay Code screen. 

Pay Code Screen The Pay Code screen enables you to create or edit pay codes. It is accessed from the Pay Code Search List screen when you click the New icon or click on an existing pay code on the list. The screen elements on the Pay Code screen are described in the following table. The columns on the Pay Code screen require additional explanation provided below.

Admin List - Pay Schedule Search List Screen

The Pay Schedules screen enables you to define Aspire’s overall behavior related to paying regular time vs. overtime each week. They also enable you to specify the earliest time each day employees on a specific pay schedule can clock in. A pay schedule is assigned to each employee. The most common pay schedules in Aspire are Salary, Weekly, and Hourly.

The Pay Schedule List screen enables you to manage pay schedules. New pay schedules can be added by clicking the New icon, to display the Pay Schedule screen. Existing pay schedules can be edited by clicking on them to display the Pay Schedule screen.

Opportunity Status Screen  The Opportunity Status screen enables you to create or edit opportunity status. It is accessed from the Opportunity Status search list screen when you click the New icon or click on an existing opportunity status on the list.

The screen elements on the Opportunity Status screen are described in the following table:

Admin List - Pay Code Search List Screen

Pay codes and the information associated with them determine how payments will be calculated for specific employee hours during the regular payroll process. The most common pay codes in Aspire are Hourly, Holiday, Vacation, Salary, Regular, and Overtime. The Pay Code screen enables you to create and manage pay codes. Additional information is available in the sections Pay Codes and Setting up Payroll in Aspire. Pay codes can be selected in the following locations in Aspire:

1. When defining pay schedules under the Manage Admin Lists option on the Administration screen
2. Services in the Service Catalog may have default pay codes assigned to them
3. When defining override pay codes for a contact from the Payroll tab of the Contact screen
4. When creating an estimate on an opportunity, the default pay code may be changed for opportunity services
5. For overriding pay code for work ticket time on the Time Entry screen

The Pay Code Search List screen enables you to manage available pay codes. New pay codes can be added by clicking the New icon, to display the Pay Code screen. Existing pay codes can be edited by clicking on them to display the Pay Code screen. 

Pay Code Screen The Pay Code screen enables you to create or edit pay codes. It is accessed from the Pay Code Search List screen when you click the New icon or click on an existing pay code on the list. The screen elements on the Pay Code screen are described in the following table. The columns on the Pay Code screen require additional explanation provided below.

Admin List - Pay Schedule Search List Screen

The Pay Schedules screen enables you to define Aspire’s overall behavior related to paying regular time vs. overtime each week. They also allow them to specify the earliest time each day employees on a specific pay schedule can clock in. A pay schedule is assigned to each employee. The most common pay schedules in Aspire are Salary, Weekly, and Hourly.

The Pay Schedule List screen enables you to manage pay schedules. New pay schedules can be added by clicking the New icon to display the Pay Schedule screen. Existing pay schedules can be edited by clicking on them to display the Pay Schedule screen.

Pay Schedule Screen  The Pay Schedule screen enables you to create or edit pay schedules. It is accessed from the Pay Schedule Search List screen when you click the New icon or click on an existing pay schedule on the list.

Admin List - Payment Category Search List Screen

The Payment Category screen enables you to specify valid payment categories for credit memos that they mark “Credit as Expense.” These values are reflected on the End of Month Report so that users can enter them into the accounting system each month.

The Payment Category Search List screen enables you to manage payment categories. New payment categories can be added by clicking the New icon to display the Payment Category screen. Existing payment categories can be edited by clicking on them to show the Payment Category screen.

Payment Category Screen The Payment Category screen enables you to create or edit payment categories. It is accessed from the Payment Category Search List screen when you click the New icon or click on an existing payment category on the list.

The screen elements on the Payment Category screen are described in the following table:

Admin List - Payment Terms Search List Screen

The Payment Terms screen enables you to provide a list of valid payment terms that the company can assign to properties. These terms are used for calculating invoices past due in the aging report. The most common payment terms in Aspire are Due on Receipt, Net 30, Net 90, and Net 10.

The Payment Terms Search List screen enables you to manage payment terms. New payment terms can be added by clicking the New icon to display the Payment Terms screen. Existing payment terms can be edited by clicking on them to display the Payment Terms screen.

Payment Terms Screen The Payment Terms screen enables you to create or edit payment terms. It is accessed from the Payment Terms Search List screen when you click the New icon or click on existing payment terms in the list.

The screen elements on the Payment Terms screen are described in the following table:

Admin List - Property Group Search List Screen 

The Property Group screen enables you to define groups into which related properties may be placed. For example, they may group together properties located in the same office park, campus, subdivision, or HOA. Property groups are assigned to properties.

The Property Group List screen enables you to manage property groups. New property groups can be added by clicking the New icon to display the Property Group screen. Existing property groups can be edited by clicking on them to show the Property Group screen.

Property Group Screen The Property Group screen enables you to create or edit property groups. It is accessed from the Property Group Search List screen when you click the New icon or click on existing property groups in the list.

The screen elements on the Property Group screen are described in the following table:

Admin List - Property Status Search List Screen 

The Property Status screen enables you to define a status that can be assigned to properties. It is typically used for managing the sales process. In Aspire, the most common property statuses are Prospect, Customer, Past Customer, and Prior Bid.

The Property Status Search List screen enables you to manage property statuses. New property statuses can be added by clicking the New icon to display the Property Status screen. Existing property statuses can be edited by clicking on them to display the Property Status screen.

Property Status Screen The Property Status screen enables you to create or edit property statuses. It is accessed from the Property Status Search List screen when you click the New icon or click on an existing property status in the list.

The screen elements on the Property Status screen are described in the following table:

Admin List - Receipt Status Search List Screen 

The Receipt Status screen enables you to review the stages through which Aspire advances purchase receipts based on user actions in the system. These stages are fixed in Aspire and have status codes of; New, Received, Approved, and Complete. Aspire does allow you to provide an item name for each of these codes for display purposes.

Receipt Status Screen The Receipt Status screen enables you to edit receipt statuses. It is accessed from the Receipt Status Search List screen when you click on an existing receipt status in the list.

The screen elements on the Receipt Status screen are described in the following table:

Admin List - Sales Type Search List Screen

The Sales Type screen enables you to define the type of sale for each opportunity. The most common sales types maintained in Aspire are New Sale and Renewal. Sales types provide one of the criteria on which Sales Score Cards can be created to track salesperson performance.

The Sales Type Search List screen enables you to manage sales types. New sales types can be added by clicking the Plus icon to display the Sales Type screen. Existing sales types can be edited by clicking on them to display the Sales Type screen.

Sales Type Screen The Sales Type screen enables you to create or edit sales types. It is accessed from the Sales Type Search List screen when you click the New icon or click on an existing sales type in the list.

The screen elements on the Sales Type screen are described in the following table:

Admin List - Service Type Search List Screen

The Service Type Search List screen enables you to define types of services. Service types are tied to divisions and support a more detailed breakdown of services than what is provided by divisions.

The Service Type Search List screen enables you to manage service types. New service types can be added by clicking the Plus icon to display the Service Type screen. Existing service types can be edited by clicking on them to show the Service Type screen.

Service Type Screen The Service Type screen enables you to create or edit service types. It is accessed from the Service Type Search List screen when you click the New icon or click on an existing service type in the list.

The screen elements on the Service Type screen are described in the following table:

Admin List - Tag Search List Screen

The Tag Search List screen enables you to manage the list of identifiers that can be placed on contacts, properties, or opportunities to classify them for reporting purposes or for filtering search lists. Each tag they create applies either to a property or a contact or an opportunity, but not to combinations of these. Once tags have been created, multiple tags can be added to any property, contact, or opportunity. A common use of tags is to label contacts or properties as maintenance, installation, or enhancement prospects during the sales cycle.

The Tag Search List screen enables you to manage tags. New tags can be added by clicking the New icon to display the Tag screen. Existing tags can be edited by clicking on them to show the Tag screen.

The Tags Search List screen has an additional column described in the following table that is not common to other admin list screens.

Tag Screen The Tag screen enables you to create or edit tags. It is accessed from the Tags Search List screen when you click the New icon or click on an existing tag in the list.

The screen elements on the Tag screen are described in the following table:

Admin List - Takeoff Group Search List Screen 

A takeoff represents something to be measured or counted on a property. The measure or count is then used for estimating. Takeoffs are logically grouped into takeoff groups. To see an example, see section Takeoffs and Takeoff groups. The whole structure of takeoff groups and associated takeoff items becomes available for adding specific takeoff values to properties to facilitate estimating jobs. You also tie catalog items to the takeoff item relevant to estimating the cost for that catalog item.

The Takeoff Group Search List screen works together with the Takeoff Group screen and the Takeoff Item screen to manage takeoff groups and the takeoff items they contain. The Takeoff Group Search List screen is available from the Admin Lists option within the Administration screen.

Add new takeoff groups by clicking the Plus icon to display the Takeoff Group screen, fill in the values to define the takeoff group, and click save. Once you have created the takeoff group in this manner, they will go back into the same Takeoff Group screen to add individual items by clicking the new takeoff group on the list.

Takeoff Group Screen The Takeoff Group screen enables you to create or edit takeoff groups by changing group parameters and by adding new takeoff items to the group. It is accessed from the Admin List Takeoff Group screen. When they initiate the creation of a new takeoff group, a simplified version of the screen is displayed.

If you save the takeoff group and then go back into the Takeoff Group screen by clicking on the new takeoff group in the list, the screen will enable you to add takeoff items to the group^a.

Takeoff Item Screen The Takeoff Item screen enables you to create or edit takeoff items. It is accessed from the Takeoff Group screen by clicking the AddTakeoff Item icon or clicking on a takeoff item in the list.

Admin List - Tax Entity Search List Screen

Tax entities represent state, county, or city tax locations. Tax entities can be grouped together using the Tax Jurisdictions screen to define broader areas called tax jurisdictions. The article, Sales Tax Setup in Aspire, provides a full explanation of these concepts and their setup in Aspire.

The Tax Entity Search List screen enables you to manage tax entities. New tax entities can be added by clicking the New icon to display the Tax Entity screen. Existing tax entities can be edited by clicking on them to show the Tax Entity screen.

Tax Entity Screen The Tax Entity enables you to create or edit tax entities. It is accessed from the Tax Entity Search List screen when you click the New icon or click on an existing tax entity in the list.

The screen elements on the Tax Entity screen are described in the following table:

Admin List - Tax Jurisdiction Search List Screen

Tax jurisdictions represent areas of overlapping tax entities (i.e. city, county, and state) and define the tax structure for that area. Aspire calculates taxes for services on a property based on the tax jurisdiction in which the property is located. The Tax Jurisdiction Search List screen and associated sub-screens enable you to set up tax jurisdictions. Tax entities must be defined using the Tax Entities screen before tax jurisdictions can be established. The article, Sales Tax Setup in Aspire, provides a full explanation of these concepts and their setup in Aspire.

The Tax Jurisdictions Search List screen enables you to manage tax jurisdiction. New tax jurisdictions can be added by clicking the New Tax Jurisdiction icon, to display the Tax Jurisdiction screen. Existing tax jurisdictions can be edited by clicking on them to display the Tax Jurisdiction screen.

Clicking the Edit Tax Entities button for one of the jurisdictions displays the Jurisdiction Entities screen that enables you to view or select the tax entities that comprise the tax jurisdiction.

Tax Jurisdiction Screen The Tax Jurisdiction screen is displayed when you click the Plus icon or one of the tax jurisdictions on the Tax Jurisdiction Search List screen.

The screen elements on the Tax Jurisdiction screen are described in the following table:

Jurisdiction Entities Screen The Jurisdiction Entities screen enables you to define the list of tax entities associated with the selected tax jurisdiction. It is displayed by clicking the Edit Tax Entities button for one of the tax jurisdictions on the Tax Jurisdiction Search List screen in the Admin Lists. The name of the jurisdiction is shown in the header.

The screen elements on the Jurisdiction Entities screen are described in the following table:

Admin List - Unit Type Search List Screen

The Unit Type Search List screen enables you to define valid units of measure to be used when setting up items, kits, or takeoffs. The most common unit types used in Aspire are Dollars, Tons, Hours, Bags, Lb, LF, Oz, Each, 1 Gal, 3 Gal, 5 Gal, SF, and Box. New unit types can be added by clicking the Plus icon to display the Unit Type screen. Existing unit types can be edited by clicking on them to display the Unit Type screen.

Unit Type Screen The Unit Type screen enables you to create or edit unit types. It is accessed from the Unit Type screen when they click the New icon or click on an existing unit type in the list.

The screen elements on the Unit Type screen are described in the following table:

Admin List - Vendor Search List Screen 

The Vendor screen enables you to set up a list of vendors used for purchasing and must align with the setup of the accounting system. The best practice for companies who use QuickBooks, Great Plains, or Acumatica is to maintain vendors in those systems and synchronize Aspire to load vendors. In this case, the user will not enter vendors directly into Aspire from the Vendors Admin List screen.

The Vendor List screen enables you to manage vendors. New vendors can be added by clicking the New icon, to display the Vendor screen. Existing vendors can be edited by clicking on them to show the Vendor screen.

Vendor Screen The Vendor screen enables you to create or edit vendors. It is accessed from the Vendor Search List screen when they click the New icon or click on an existing vendor on the list.

The screen elements on the Vendor screen are described in the following table:

Admin List - Workers Compensation Search List Screen

Workers' compensation codes are available for companies that integrate their external payroll systems with Aspire. Once defined, workers' compensation codes can be specified for employees, services, and/or divisions to be used when exporting employee time from Aspire to the external system. When a time export occurs, the workers' compensation code exported is determined based on the following hierarchy:

• Use workers' compensation code assigned to the employee if provided.
• If not, use the worker compensation code assigned to the service performed if provided.
• If not, use the worker compensation code assigned to the division of the service.

The Workers Compensation Search List screen enables you to manage workers' compensation codes. New workers' compensation codes can be added by clicking the New icon to display the Workers Compensation Code screen. Existing workers' compensation codes can be edited by clicking on them to display the Workers Compensation Code screen.

Workers Compensation Code Screen The Workers Compensation Code screen enables you to create or edit workers' compensation code. It is accessed from the Workers Compensation Code Search List screen when you click the New icon or click on an existing workers compensation code in the list.

The screen elements on the Workers Compensation Code screen are described in the following table:

Admin List - Work Ticket Status Search List Screen

As a work ticket is advanced through the business flow, Aspire updates the work ticket status. There are five standard work ticket statuses through which work tickets can advance: Open, Scheduled, Pending Approval, Complete, and Canceled. The Work Ticket Status screen enables you to provide an alternate display value (labeled as “Item Name”) for any status. Aspire will not allow them to add additional work ticket statuses.

The Work Ticket Status List screen enables you to manage work ticket statuses. New work ticket statuses can be added by clicking the Plus icon to display the Work Ticket Status screen. Existing work ticket statuses can be edited by clicking on them to display the Work Ticket Status screen.

Work Ticket Status Screen The Work Ticket Status screen enables you to create or edit work ticket statuses. It is accessed from the Work Ticket Status Search List screen when you click the New icon or click on existing work ticket statuses on the list.

The screen elements on the Work Ticket Status screen are described in the following table: