Security
API Setup
Favorites Maintenance
Security Role Permissions
Report Security
Report Security
Video training manual 2016 - Click Here System Configuration> Security> Report Security This is...
Reports
The system has many reports broken down into categories. The main categories are as follows: ...
User Reports Maintenance
Maintaining and adding new reports. This can only be done by Huge Software developers It is a f...
System Recalculations
System Recalculations
System Configuration> Security> System Recalculations We run recalculations to eliminate errors ...
Posting queue reset
Video training manual 2016 - Click Here
Merge Customers
This utility allows you to merge customers. When somebody has duplicated a customer and has put ...
Change Customer on Job
Use this utility to change a wrong customer on a job to the correct customer . This will change ...
Due Date
Use this utility to update all the debtors and creditors transaction with the due date. This wil...
Last Payment
Use this utility to update Debtors and Creditors last payment date. This will update the tables ...
Change Transaction Dates
Change transaction dates of processed documents. Helps to not have to do a credit note and reiss...
Invoice Open
This is a utility that allows a posted invoice to be reopened and edited. Warning The utility w...
History Import
Approval Levels
Dashboard Setup
Dashboard Setup
System Configuration> Security> Dashboard Setup Dashboards allow one to view information on scre...
Dashboard Quadrant Maintenance
There are multiple dashboards that can be added to be used in your dashboard Click on Add to def...
Sales Projected Dashboard
Video manual - Click Here This looks at the projected sales for the current month Invoices proc...
Total Daily Sales
This looks at the total sales per day for the current month Invoices processed less credit notes...
Monthly Total Sales
This is displayed as a Donut Effect Input your monthly target Select the size of the Donut in p...