System Setup: Difference between revisions
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== '''Company Setup:''' == | == '''Company Setup:''' == | ||
The company setup is a critical step in the implementation process. This section contains essential configurations that require careful attention. Most fields are self-explanatory, but fields marked with the "?" icon indicate areas requiring special attention or providing additional information. | |||
=== Company Details === | === Company Details === | ||
::The company | ::The company details section captures key information about the organization, such as its name, address, and other critical data. Below are specific fields that require detailed attention: | ||
::* '''Email Address''' | ::* '''Email Address''': This email address is distinct from the "BCC Address for all outgoing mails" field. It is the email address printed on transaction documents. | ||
::* '''BCC Address for all outgoing mails''': | ::* '''BCC Address for all outgoing mails''': All outgoing transaction-related emails will be blind-copied to this email address. | ||
::* '''GST No''': If | ::* '''GST No''': If left blank, invoices will be printed with the default document title, either "INVOICE" or "SALES INVOICE." (Default: "INVOICE." Users may request a one-time change.) If filled, the document will be printed as "TAX INVOICE." | ||
::* '''Banqup Client Number''': | ::* '''Banqup Client Number''': Obtain this number from Banqup. | ||
::* '''Banqup Client ID''': | ::* '''Banqup Client ID''': Obtain this ID from Banqup. | ||
::* '''Banqup Client UUID''': | ::* '''Banqup Client UUID''': Obtain this UUID from Banqup. | ||
::* '''Banqup API URL''': | ::* '''Banqup API URL''': This field must be completed for the Peppol InvoiceNow and E-Docs features to function correctly. Contact Highnix for the appropriate URL. (Example: <nowiki>https://v4-api.uat.platform.eu.banqup.com</nowiki>) | ||
::* '''Banqup Client Token''': | ::* '''Banqup Client Token''': This token is mandatory for the Peppol InvoiceNow and E-Docs features to work. Contact Highnix to obtain the correct token. (Example: 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f) | ||
::* '''Banqup Client Secret''': | ::* '''Banqup Client Secret''': This secret token is required for the Peppol InvoiceNow and E-Docs functionality. Contact Highnix for the correct token. | ||
=== User Accounts === | === User Accounts === | ||
:User | :The User Accounts module is accessible only to system administrators. Depending on the license type, super users may access this screen to adjust user settings and reset passwords. However, user creation is restricted to those with a special user license or an unlimited user license. | ||
=== User Access Control === | === User Access Control === | ||
: | :Access to the User Access Control module is limited to those with a special user license. The user must have at least a super user license and undergo training to provide User Access Control support for other users. | ||
=== User Login And Access === | === User Login And Access === | ||
Revision as of 13:24, 25 January 2025
Company Setup:
The company setup is a critical step in the implementation process. This section contains essential configurations that require careful attention. Most fields are self-explanatory, but fields marked with the "?" icon indicate areas requiring special attention or providing additional information.
Company Details
- The company details section captures key information about the organization, such as its name, address, and other critical data. Below are specific fields that require detailed attention:
- Email Address: This email address is distinct from the "BCC Address for all outgoing mails" field. It is the email address printed on transaction documents.
- BCC Address for all outgoing mails: All outgoing transaction-related emails will be blind-copied to this email address.
- GST No: If left blank, invoices will be printed with the default document title, either "INVOICE" or "SALES INVOICE." (Default: "INVOICE." Users may request a one-time change.) If filled, the document will be printed as "TAX INVOICE."
- Banqup Client Number: Obtain this number from Banqup.
- Banqup Client ID: Obtain this ID from Banqup.
- Banqup Client UUID: Obtain this UUID from Banqup.
- Banqup API URL: This field must be completed for the Peppol InvoiceNow and E-Docs features to function correctly. Contact Highnix for the appropriate URL. (Example: https://v4-api.uat.platform.eu.banqup.com)
- Banqup Client Token: This token is mandatory for the Peppol InvoiceNow and E-Docs features to work. Contact Highnix to obtain the correct token. (Example: 1f5c0d6f-17b4-4b61-83a5-35956c4cd92f)
- Banqup Client Secret: This secret token is required for the Peppol InvoiceNow and E-Docs functionality. Contact Highnix for the correct token.
- The company details section captures key information about the organization, such as its name, address, and other critical data. Below are specific fields that require detailed attention:
User Accounts
- The User Accounts module is accessible only to system administrators. Depending on the license type, super users may access this screen to adjust user settings and reset passwords. However, user creation is restricted to those with a special user license or an unlimited user license.
User Access Control
- Access to the User Access Control module is limited to those with a special user license. The user must have at least a super user license and undergo training to provide User Access Control support for other users.