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Service Release Information for Boulevard 2026 Connect Your ProPay or Stripe Account Boulevard Not Opening from Shortcut Create a Direct Ship / My Shop Invoice Close Year-End & Run Tax Reports
  1. Boulevard Installed Software Support
  2. Business Tools

Business Tools

Manage all of the different aspects of your business. From setting up a reward program, auto delivery service, create custom name lists, and checklists, to setting up special sales events and sending out group email messages. Boulevard also includes all the tracking necessary for your business expenses to make year-end a snap!

Expenses

  • Expense Categories, Payees & Filters
  • Add or Delete an Expense Entry
  • Find and Edit an Expense Entry
  • Create, Edit or Delete a Recurring Expense
  • Tracking Mileage in Expenses
  • Tracking Mileage from the Trip Log
See all 7 articles

Marketing & Rewards

  • Create Custom Documents & Images using the Document Builder
  • Create a Custom QR Code Image
  • Setting up a Reward Program
  • Add Reward Point Values to Checklist Items
  • Add Reward Point Values to Product Sales Events
  • Redeem Reward Points
See all 8 articles

Calendar Overview & Upcoming Events

  • Calendar Overview
  • Upcoming Events
  • Create an Appointment
  • Create Custom Follow-up Types For Action Items
  • Create a Single, Repeating, or Multiple Action Items
  • Move, Mark Complete, or Clear Past Calendar Items

Printing Labels & Envelopes

  • Print Mailing Labels
  • Print a Single Label using a DYMO® Label Printer
  • Print an Address on an Envelope

Business Tracking Register & Deposits

  • Business Tracking Register Overview
  • Set up the Business Tracking Register
  • Record & Track Bank Deposits

Miscellaneous

  • Setting up Checklists
  • Setting up an Auto-Delivery
  • Print or Export the Weekly Accomplishment Sheet
  • View & Invoice Upcoming Auto Deliveries
  • GST/HST Return for Registrants Worksheet
  • GST/PST Rebate Form
See all 11 articles

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