System Setup: Difference between revisions

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=== Contact Categories ===
=== Contact Categories ===
== Maintenance ==
=== Void Transactions ===
=== Attach Documents ===
=== Backup and Restore ===
=== Install/Activate Extensions ===
=== Import Items List ===
=== Import Supplier List ===
=== Import Customer List ===

Revision as of 14:33, 17 December 2024


This is one of the key implementation steps which is very important. It has the following

Company Setup:

Company Details

User Accounts

User Access Control

User Login And Access

Display Preference Setup

Forms and Docs Reference Number

GST Type Setup

GST Tax Groups

Item Tax Exemption

System and General GL

Fiscal Years

Other Setup:

Payment Terms

Shipping Service Providers

Dashboard Setup

Reminder Setup

Contact Categories

Maintenance

Void Transactions

Attach Documents

Backup and Restore

Install/Activate Extensions

Import Items List

Import Supplier List

Import Customer List