System Setup: Difference between revisions
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=== User Accounts === | === User Accounts === | ||
User account module is only accessible by system administrator. Depending on the license, super users can access to this screen to change the settings of the users, reset password for users. But creation of users can only be done by a special user license or unlimited user license. | |||
=== User Access Control === | === User Access Control === | ||
Revision as of 13:18, 25 January 2025
Company Setup:
This is one of the key implementation steps which is very important. It has the following items. Most of the fields are self explanatory. There are fields that marked with the icon "?" are the fields that need attention or provides informations.
Company Details
- The company Details collect all the key data of the company such as Name, address etc. Below are some fields that need attentions:
- Email Address. This email address is different from "BCC Address for all outgoing mails:" field. This email will be printed on the transaction documents.
- BCC Address for all outgoing mails: For any outgoing transactions and that send out, it will be Blind copied to this email address.
- GST No: If it is left blank, the printed invoice will be with the document name "INOVICE" or "SALES INVOICE" (Default is "INVOICE". User can request for 1 time of change). If it is not blank, it will be printed as "TAX INVOICE".
- Banqup Client Number: Banqup Client Number has to be obtained from Banqup
- Banqup Client ID: Banqup Client ID has to be obtained from Banqup.
- Banqup Client UUID: Banqup Client UUID has to be obtained from Banqup
- Banqup API URL: Banqup API URL must be filled up in order for the Peppol InvoiceNow and E-Docs to work. Please check with Highnix for the correct URL. (E.g.: https://v4-api.uat.platform.eu.banqup.com)
- Banqup Client Token: Banqup Client Token is a Token which must be filled up in order for the Peppol InvoiceNow and E-Docs to work. Please check with Highnix for the correct Token. (E.g.: 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f).
- Banqup Client Secret: Banqup API Client Secret is a Token which must be filled up in order for the Peppol InvoiceNow and E-Docs to work. Please check with Highnix for the correct Token.
- The company Details collect all the key data of the company such as Name, address etc. Below are some fields that need attentions:
User Accounts
User account module is only accessible by system administrator. Depending on the license, super users can access to this screen to change the settings of the users, reset password for users. But creation of users can only be done by a special user license or unlimited user license.