Setup Guide

A guide to setup your new company

How To Create Users
This document shows how to create new users and set different permissions.  1. In the Search bar at the top right, search “Users” 2. Click on U...
Wed, 25 Oct, 2023 at 2:11 PM
How to Change Report Types
This document shows how to change reports to different formats. You can set up reports for various documents with various report selection windows. Foll...
Wed, 16 Jun, 2021 at 6:00 PM
How to Enable Sales Discount
Enable Sales Discount Amount and Sales Discount %   1.    In the top right corner search “Sales & Receivables Setup”.     2.    Expand General Fa...
Mon, 22 Mar, 2021 at 3:47 PM
How to Delete Users
In the Search bar at the top right, search “Users” Click on the user you want to delete and click edit Change the Status field to “Disabled” In the Sear...
Wed, 25 Oct, 2023 at 4:53 PM