Business Computing

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...

This document shows how to change reports to different formats. You can set up reports for various documents with various report selection windows. Foll...

Enable Sales Discount Amount and Sales Discount %   1.    In the top right corner search “Sales & Receivables Setup”.     2.    Expand General Fa...

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...

Company Badge can be setup to allow the user to see what company they are in. Go to Company Information Select Company Badge tab Company Badge field chan...

Steps for activating Change Log Search for Change Log Setup – select to Activate it.  Select Yes.  There will not be an issue with speed if you don’t over ...

The Column Layout page contains the fields that are shown in the following table. Field Description Column No. Identifies the line for the colum...

Separate Companies / Multiple companies  Advantages for setting up separate companies Separate addresses for reports Individual Federal ID’s 1099 funct...

Add a field to a page using Personalization.  Note : a personalization is user specific. Open the page you need to add a field.  In our example, we will op...

To add a field to an existing Customer, Vendor or Item Template -    Search on Configuration Template In my example - I want add a field to an Item Tem...