A watermark is a graphic element that can be placed in the background of your invoice or other company document. Watermarks are most effective if they are created in light colours. This way the text over the watermark is easily readable. A watermark can be a small logo or a large image, covering the whole […]
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Two dimensions can be joined in General Ledger/Maintenance/Dimensions. When two dimensions are joined, all transactions are ‘copied from’ the first dimension and ‘copied to’ the second dimension. The first dimension is then deleted. Click on the ‘Join two dimensions’ button in the toolbar/ribbon shown above. Select the dimensions to be copied from/to as […]
Use the navigation panel to go to Vendor/Maintenance/Vendor layout groups. Layout groups can be used to create default layouts for invoices, bank accounts, E-mail messages etc. for vendors or purchase orders. (Click on screenshot to enlarge). Click on ‘Add Record’ in the toolbar/ribbon, to add a new layout group. Click on ‘Edit’ to […]
Use the navigation panel to go to Customer/Maintenance/Terms of delivery. ‘Terms of delivery’ is used to set default delivery terms for deliveries from shippers as well as to customers.
Use the navigation panel to go to Customer/Maintenance/Shipments. Shipments is used to set up default shipping providers.
To join two Customer accounts use the navigation panel to go to Customer/Maintenance/Join/Join two accounts. Upon joining two customer accounts, all transactions are moved from the “From account” to the “To account” and the “From account” is deleted, since it is now empty.
Use the navigation panel to go to Company/Maintenance/Configure application functionality. Select the modules to be used. (Click on the screenshot to enlarge). The first ‘Modules’ column includes all features that are included in the basic package price. The ‘Logistics’, ‘CRM’ and ‘Project’ modules are separate modules at an additional price. Make sure all other […]
Use the navigation panel to go to Customer/Maintenance/Layout groups. Layout groups are used to specify which documents should be used for invoices, bank accounts, e-mail messages etc., for any particular customer. One or many different layouts can be chosen for the various communications. For example, one could use several different layouts for documents […]
This article describes: Invoice layout setup including references to company logo, watermark and e-mail setup, as well as invoice layout coordinates. E-mail setup for sending various customer and vendor documents. Selecting Layout groups for customers and vendors. How to view your Invoice layout. For ease of reading, this article refers to all layouts as […]