This video covers: creating a new user, set up password, locking and unlocking users, and enabling MFA.
This video covers: user roles, user groups, user access and permissions.
This video covers: setting up and managing custom data access controls.
This video covers: setting up a new Chart of Account, Chart of Account groups and managing Chart of Account rules.
This video covers: setting up a new Legal Entity as well as setting up Data Access Control and Data Entry Control options.
Set up legal entity
new legal entity
add legal entiry
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This video covers: setting up logo images for communication and documents related to a legal entity.
This video covers: Purchase order entry, converting to goods received note or purchase invoice.
This video covers: How to raise a Purchase Requisition
This video covers: creating a sales order, converting it to a dispatch note, converting it to a sales invoice and related options such as reversing it, corrections, credit note, amending and more.
This video covers: Introduction to stock and inventory management.
If you are an authorised support user, please raise a ticket and our Support team will get back to you.
If you are not an authorised support user, please contact your organisation's admin, or call us on 020 3900 2391 to find out who that is.