Administration help

Company and branches

The company profile and subscription, branches, address lists, currencies, network access and merchant details.

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The Company setting page and its tabs One page holds the company's own settings, in tabs. Which tabs you see depends on what the company has and on your role's permissions. Branches A branch is a shop or office. Add it on the Branch tab of Company setting, within the number your licence allows; then give it numbering…

Company and branches

The Company setting page and its tabs One page holds the company's own settings, in tabs. Which tabs you see depends on what the company has and on your role's permissions.
Company details, logo and subscription The Company tab keeps the details printed and shown for your company. The Subscription tab shows, read-only, the licence: product, start and last day, and the number of…
Branches A branch is a shop or office. Add it on the Branch tab of Company setting, within the number your licence allows; then give it numbering series and map its users.
Work in another branch A user who is mapped to more than one branch chooses the branch to work in from the profile menu. New documents are made in the chosen branch.
Countries, provinces, districts and cities The address lists feed the address boxes on customers, suppliers and other forms. Keep them as short as you need: a country, its provinces, their districts and the…
Currencies and exchange rates Keep the currencies the company deals in, mark one as the default, and enter a rate for each day a foreign currency is used. A document in a foreign currency needs a…
Network access: sign in only from listed addresses A company can limit sign-in to a list of internet addresses. The list and the two switches are on the Network access tab; a user can be allowed to bypass the list.
Merchant details for a till Merchant details keeps, for one branch and till, the details a QR provider gave the shop: the provider, the bank account, the merchant code, the user and the secret. It…