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Introduction To set up a new company from the Administration Layer you need the appropriate level of admin permissions. Usually,...
October 4th, 2017 8576 views 7 likes
Introduction The Codes Maintenance screen lets you manage all the standard codes used throughout the system including currencies, tax rates,...
August 19th, 2017 12159 views 3 likes
Introduction Once you have set up your company, you are ready to set defaults to speed up future data entry. Defaults...
May 13th, 2024 544 views 0 likes
Introduction After completing the appropriate agreements with your System Provider, you can brand the system. This will be of interest...
October 19th, 2017 2807 views 1 likes
Introduction Accounting firms can use Time Tracking to record time spent by practice personnel on individual clients. The time spent...
October 19th, 2017 1636 views 2 likes
Registering an Entity as 'to be deleted' Log into the Group Portal. Next to the relevant entity, go to Actions....
July 18th, 2022 1279 views 0 likes