Frequently asked questions

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

Topics

Configuration

What is Reftab?

How Do I Customize a Category and Fields?

How do I set business hours?

How to Automate Reftab Backups?

How do I setup and report on asset depreciation?

Limit Reservation Days / Set a Maximum Reservation Limit for Users

Does Reftab offer an API?

Can I create sub locations?

Can I omit a URL prefix on my QR Codes?

Display a custom notice in the portal

Can I restrict the amount of assets loaned?

Can I automatically return equipment at a scheduled time?

How do I configure SCIM with OKTA?

Do you interface with any bookkeeping software?

Does Reftab Integrate with Jira?

How do I replace or change the main administrator account?

How does Jira display assets to end users?

How can I re-sync assets in Jira?

How do I configure Reftab as an OKTA application for SSO?

How to use Postman with Reftab’s API?

How to Set Up Azure AD (Entra) SAML Single Sign-On with Reftab

How do I configure SSO with JumpCloud?

Transfer and track accessories across multiple locations

Title must be present when importing assets

How can I set my currency?

Can Reftab send emails from my Gmail Account?

View Email Logs

Multi-Tenancy, Creating/Deleting Tenants and Provisioning Users

How can I trial Reftab for free?

How can I change the Reftab billing account?

Does Reftab offer a non profit / education discount?

Billing History and Downloading Invoices and Receipts

Adjust Asset Count

Account Already Exists Error?

How to unlock a sub-user’s account

How to delete a Main Account?

Does Reftab have a Zapier Integration

List of email variables

How to Create Maintenance Work Orders and Schedule Maintenance in Reftab

Reftab PowerShell Script

How to edit Locations and Sub Locations?

What kind of fields does Reftab allow you to configure?

How to setup Single Sign-On (SSO) of Reftab with Active Directory Federation Services (ADFS 2.0)?

Is Reftab cloud based or self hosted?

How to add additional user accounts and setup access restrictions?

Can accessories be organized into categories?

Printing asset tag labels in Reftab

How can I delete assets in bulk?

How can I archive or dispose of my assets and view archived assets?

Can I edit assets in bulk by supplying asset IDs?

Can I import a CSV file of loaned items?

How can I use a handheld scanner for checking out items quickly?

How to update or change an asset image?

Can I restrict items for loan until they are cleaned?

Can I update asset status labels automatically?

How can I verify custody of assets?

Can I change the due date or return time of assets and loaned equipment?

Changing date formats

Consumable Transactions Using Reftab Mobile App

How to check out assets and accessories in bulk?

User authenticated, but email not in Reftab and attribute mapping failed

Is there an agent to install on Windows and macOS to automatically inventory IT assets?

How to setup SCIM with Microsoft Entra ID (Azure Active Directory)

Requiring Electronic Signature upon Checkout

Reftab Power BI Integration

Google Workspace LDAP Sync

How to Merge Duplicate Loanees

MS Intune Integration Guide – How to integrate Microsoft Intune with Reftab

How to Use Zebra Designer to Print Barcodes in Bulk?

How to utilize barcodes and scanning for stock-take (consumables)

Asset Overlay – How to update assets with unique values in bulk

How to send additional overdue loan emails when items are overdue

Reftab’s Default User Access Roles Explained

How to automatically update asset details and field data using workflows

How to Find Duplicate Loanees and Merge Them With Another User

Reftab LDAP Sync Configuration Guide

Resetting a Reftab password / resending activate account emails

Viewing and Exporting Logs in Reftab

How to Configure Reservation Reminder Emails

Can Reftab send emails using SMTP?

How Can I Clone Assets?

How to track Software Licenses in Reftab

How to Customize your User Portal

How to Access the User Portal

How to connect Reftab to Google Data Studio

Domain Verification for SAML

How to Sync Reftab and Google Looker Studio

How to Choose the Right Barcode Label Printer

How to Automate Pre-Trip Inspections

Syncing Jamf Devices to Specific Locations in Reftab

How to Group Loans and Reservations

How to Perform Maintenance with the Reftab App

How to Transfer Consumable Accessories

How to Export a Report to Excel

How to Filter Assets by Reservation Availability

How to Run a Report on Inventory Checked out During a Specific Time

How to change an asset’s category

How to Report on Reservations in Reftab

Can Reftab Automatically Move Assets to Different Locations?

How to prevent duplicate serial number fields

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