BSCM - General
General
User Setup
User Setup
User Management – User Search
Video Training Manual 2016 - Click Here The user management menu allows you to create, inactivat...
User Setup Process
To setup new users to access the system, go to: System Configuration Module >General >User Setup...
Module Access Tab
Details 2 Browser Tabs allows you to open modules and windows in tabs instead of a new window ...
Form Security
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GL Control Accounts Access
The default security is off for users to view the General ledger control accounts. These account...
User Inactive or Delete
When we make a user inactive or delete a user. The following will occur: 1 Webatar tick ...
Messages
Systems Configuration > General > User Setup> Tick to activate messages on a user. • Keep...
Leave
Huge ERP (Webaccounting) has a basic leave approval and tracking system. Staff can request leave...
User Log Out
This feature assists in logging a user off the system when a user has been abnormally logged off....
User Password – Set Password Help
Video training manual 2016 - Click Here System Configuration> General> Set Password This men...
Debtor Access
Enable this function for additional security to limit access to customers
Incident Log
Log incidents with users Add / Edit an incident
Basic User Setup
ideo Training Manual 2016 - Click Here The user management menu allows you to create, inactivate...
Add User
Multi-text Search
Multi text search allows one to search on individual names within the table These are active on ...
Two Factor Authentication
How Two-Factor Authentication WorksTwo-factor authentication adds an extra layer of security by r...
Special Deals
Special Deals
Special Deals
System Configuration> General> Special Deals Deals help setup groups of items to sell Setup the...
Set Password
Set Password
Sales rep Commission (BDM)
Sales representative commission Business development Manager (BDM)
Leave Allocation
Leave allocation
Leave Calendar
Leave calendar
VAT / GST table
VAT / GST table
Tax - VAT / GST Table
Video training manual 2016 - Click Here System Configuration> General> VAT / GST Tables The...
VAT / GST Type Tables Manuals
The reason for VAT tables is to make it easy when analyzing the VAT report. Descriptions of the ...
VAT / GST Summary Report
There is a new category on the VAT / GST Tables to assign various categories to the VAT / GST typ...
VAT Rate Change Procedure
NOTE: This option is ONLY for South African companies and can only be run from the 01 May 2025 I...
Projects
Projects
Pricing Levels
Pricing Levels
Terms and Conditions
Terms and Conditions
Recurring Transactions
Recurring Transactions
Recurring Transactions Search
Video training manual 2016 - Click Here Go to system configuration > general menu group > recurr...
Recurring invoices Setup
Go to system configuration > general menu group > recurring transactions In this area you are go...
Recurring Invoices Security
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Debtors Recurring invoices on hold status to change to cancelled
Rules in on Recurring invoices regarding on hold status. If a client is on hold when the recurri...
Recurring Invoice update future invoices
Customer / Debtors Module> Activity> Invoices There are a number of places to update the changes...
Invoice Status
Recurring Documents Customer invoices creating contracts against customers and then automaticall...
Weather Forecast
Weather Forecast
Weather Forecast setup Region
Setting up your Region Add in a region Ensure one of the regions is a default When entering th...
Region weather link
Link the weather to the region in customer / debtors setup This helps identify the weather that ...
Job Scheduling
Job Scheduling Weather link The job scheduling will show the weather icon or weather colour
User Themes
The system caters for two types of themes per user. System is upgrading to latest forms. Clas...