System Configuration
This module is where some information is setup
- Company Profile
- Company Logo Change
- Financial Periods
- Backups
- Reference Values
- Role Permissions
- Report Permissions
- User Setup
- Dashboard Setup
Company Profile
Setting up all your company details.
System Configuration > Administration > Company Profiles
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Most of this setup would have been done by your consultant.
It is a good idea to check all information in the system.
Open up the main company information, check all the details
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Company Logo Change
Changing and setting up your company logo.
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If this has not already been done, there are a few steps to do to upload the logo.
Always check your logo in Paint program.
Logos should be small in order to fit onto your stationery layout.
Find your logo and make a copy.
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Financial Periods
The section allows you to block financial periods and unblock financial periods.
System Configuration > Administration > Financial Periods Setup
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There are other functions done in this section
- Block financial periods
- Block VAT / GST periods
- Block Fixed Asset periods
- Create new financial year
Blocking periods
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Backups
Backups are important, more backups are better than none.
System Configuration > Administration > Backups
Create backups at any time
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Reference Values
System Configuration > Administration > Reference Values
Every document in the system is assigned a unique number
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Old Videos
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Role Permissions
System Configuration > Security > Role Permissions
Setup role permissions per user to show or hide access to menu groups and menu items
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Report Permissions
System Configuration > Security > Report Security
Assign which reports a user is allowed to access via the Report security
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Select the report for the security role
Old manuals
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User Setup
Setup and control user access to the system
System Configuration > General > User Setup
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Additional manuals on system - User Setup
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Dashboard Setup
Setup and view dashboards with KPIs
System Configuration > Security > Dashboard Setup
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Old Videos
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