# System Configuration

This module is where some information is setup

# Company Profile

Setting up all your company details.

<span style="color: rgb(45, 194, 107);">**System Configuration &gt; Administration &gt; Company Profiles**</span>

Video Training 2023/12 - [Click here](https://vimeo.com/1028102045 "00_Company_Profiles")

Most of this setup would have been done by your consultant.

It is a good idea to check all information in the system.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/6ueimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/6ueimage.png)

Open up the main company information, check all the details

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/YNNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/YNNimage.png)

<span class="ts0"> <span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601387)</span>

# Company Logo Change

Changing and setting up your company logo.

Training Video 2023/12 - [Click here](https://vimeo.com/1028101625 "01_Logo_update")

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.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/Lz3image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/Lz3image.png)

<span class="ts0"> <span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601415)</span>

# Financial Periods

The section allows you to block financial periods and unblock financial periods.

<span style="color: rgb(45, 194, 107);">**System Configuration &gt; Administration &gt; Financial Periods Setup**</span>

Video training manual 202410 - [Click here](https://vimeo.com/1028101301 "02_FinancialPeriods")

There are other functions done in this section

1. Block financial periods
2. Block VAT / GST periods
3. Block Fixed Asset periods
4. Create new financial year

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/d8timage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/d8timage.png)

Blocking periods

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/gPWimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/gPWimage.png)

<span class="ts0"> <span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601434)</span>

# Backups

Backups are important, more backups are better than none.

<span style="color: rgb(45, 194, 107);">**System Configuration &gt; Administration &gt; Backups**</span>

Create backups at any time

<span class="ts0"> Video training manual - [Click here](https://vimeo.com/1028101095 "03_Backups")</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/IC5image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/IC5image.png)

<span class="ts0"> <span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601455)</span>

# Reference Values

**<span style="color: rgb(45, 194, 107);">System Configuration &gt; Administration &gt; Reference Values</span>**

Every document in the system is assigned a unique number

Video manual 202411 - [Click here](https://vimeo.com/1028100874 "04_Reference_Values")

<span class="ts0"> </span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/2vuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/2vuimage.png)

<span class="ts0"> </span>

<span class="ts0">Old Videos</span>

<span class="ts0"><span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601478)</span>

# Role Permissions

<span class="ts0"><span style="color: rgb(45, 194, 107);">**System Configuration &gt; Security &gt; Role Permissions**</span></span>

<span class="ts0" style="color: rgb(0, 0, 0);">Setup role permissions per user to show or hide access to menu groups and menu items</span>

<span class="ts0" style="color: rgb(0, 0, 0);">Video manual 202412 - [Click here](https://vimeo.com/1028100633 "05_Role_Permissions")</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/bebimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/bebimage.png)

<span class="ts0"> </span>

<span class="ts0">Old Video - </span>

<span class="ts0"><span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601500)</span>

# Report Permissions

<span class="ts0"><span style="color: rgb(45, 194, 107);">**System Configuration &gt; Security &gt; Report Security**</span></span>

<span class="ts0" style="color: rgb(0, 0, 0);">Assign which reports a user is allowed to access via the Report security</span>

<span class="ts0" style="color: rgb(0, 0, 0);">Video manual 202410 - [Check here](https://vimeo.com/1028100390 "06_Report_Permissions.mp4")</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/A78image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/A78image.png)

Select the report for the security role

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/SIEimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/SIEimage.png)

<span class="ts0"> </span>

<span class="ts0">Old manuals</span>

<span class="ts0"><span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601520)</span>

# User Setup

<span class="ts10">Setup and control user access to the system</span>

<span class="ts10"><span class="ts0"><span style="color: rgb(45, 194, 107);">**System Configuration &gt; General &gt; User Setup**</span></span></span>

Video Training 202411 - [Click here](https://vimeo.com/1028097501)

Additional manuals on system - [User Setup](https://hugeerp10.co.za/hsofmanual/books/bscm-general/chapter/user-setup "User Setup")

![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/MeWimage.png)

<span class="ts0"> </span>

<span class="ts0">Old videos</span>

<span class="ts0"><span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601536)</span>

# Dashboard Setup

Setup and view dashboards with KPIs

<span class="ts0"><span style="color: rgb(45, 194, 107);">**System Configuration &gt; Security &gt; Dashboard Setup**</span></span>

Video manual 202411 - [Click here](https://vimeo.com/1028099830)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/0SNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/0SNimage.png)

Old Videos

<span class="ts10">Video manual 2020 - </span>[Click Here](https://vimeo.com/376601561)

<span class="ts0"></span>