You can currently change the following document templates: Quotes Sales Order Acknowledgements Delivery Notes Purchase Orders Invoices Price Lists Credit Notes All of the above are based on a set of MS Word templates and you can edit these by going ...
Customer Support Portal
The Enterprise package also comes with your own customer support portal. To set this up, go to "Setup > Company Settings" and click the edit button on one of your companies. Enter something in the "Subdomain" field. For example, if you entered ...
Organisations are the companies that you deal with. You can have companies that you sell to as well as companies that you buy from. Importing To import organisations, view the Organisations page and click on the "Import" button. There are 5 options ...
This page is literally the control centre of your business. It is designed to be able to give the boss an up-to-date view of what is happening with regards to who is working on what and when companies are getting followed up etc. To add an ...
There are various options on your account page such as your name, login password etc. To change the system header colour, click on the "Header Colour" box and click one of the other colours. Quick Links At the top left of every page are 4 coloured ...