Setups
This section helps you setup some of the basic information required to get started
1. System configuration setup
2. General ledger accounts
3. Debtors / Customers
4. Creditors / Suppliers
5. Inventory
System Configuration
This module is where some information is setup
Company Profile
Setting up all your company details. System Configuration > Administration > Company Profiles V...
Company Logo Change
Changing and setting up your company logo. Training Video 2023/12 - Click here If this has not ...
Financial Periods
The section allows you to block financial periods and unblock financial periods. System Configur...
Backups
Backups are important, more backups are better than none. System Configuration > Administration ...
Reference Values
System Configuration > Administration > Reference Values Every document in the system is assigne...
Role Permissions
System Configuration > Security > Role Permissions Setup role permissions per user to show or hi...
Report Permissions
System Configuration > Security > Report Security Assign which reports a user is allowed to acce...
User Setup
Setup and control user access to the system System Configuration > General > User Setup Video T...
Dashboard Setup
Setup and view dashboards with KPIs System Configuration > Security > Dashboard Setup Video man...
General Ledger
Setting General Ledger accounts
Debtors / Customers Setup
Setting up your Debtors