System Setup

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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.

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