System 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

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.

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.

User Login and Access

The User Login and Access module is designed to simplify user administration. Access to this module requires at least a super user license. This module enables authorized users to:

• Reset user passwords.
• Update user details.
• Modify preset access rights (or access levels).
• Manage user login expiry dates (ideal for contract or temporary staff).
• Set the number of login attempts (useful for delivery personnel, allowing them to log in, access digital delivery notes, and enable customers to sign delivery orders digitally).
• Configure default language and default location settings.
• View price information when accessing delivery note details.

Display Preference Setup

The Display Preference Setup module allows users to customize the following preferences:

• Decimal Places:
  • Prices/Amounts
  • Quantities: Product quantities (e.g., 2.35 Kg).
  • Exchange Rates
  • Percentages

• Date Formats:
  • It is advised to retain the format as DD-MM-YYYY for Singapore unless absolutely necessary. Use "-" as the date separator.

• Numeric Separators:
  • Configure thousand and decimal separators.

• Language:
  • Set the default language.

• Show Hints for New Users:
  • Enable tooltips ("?") next to field descriptions. Note: This feature may not work on smart mobile devices as it depends on browser behavior.

• Display Options:
  • Show GL Information
  • Show Item Codes
  • Page Size: Default is set to A4.
  • Start-up Tab: Define the landing page after successful login.
  • Use icons instead of text links.

• Reports and Queries:
  • Use Popup Windows to Display Reports: Open reports in a new window.
  • Query Page Size: Specify the number of rows displayed in query results.

• Other Preferences:
  • Remember Last Document Date: The system will use the last entered document date.
  • Printing Profile: (Obsoleted).