Application Settings

Company Info Tab

• How do I change a document's colors?
• How do I Resize my Logo?
• How do I set my account Time Zone?
• Edit or add company information
• How do I find the name of my account?

Users Tab

• How to create a new user?
• Can I set-up permission to hide visibility to users?
• How do I set-up user permissions?
• How do I disable a user?
• I forgot my password or want to reset my password

Product Tab

• I do not see the Build operation from the main screen
• How do I create custom fields for products?

Facility Tab

• Can I bulk import my sublocations?
• How do I set up Locations and Sublocations?

Purchasing Tab

• Under Construction

Selling Tab

• How do you add or create custom fields on your Customer table?
• How do you add or create custom fields for sales or purchase orders?

Accounting Tab

• Account Groups
• Account types
• Under Construction

Screens Tab

• Under Construction

Documents Tab

• Under Construction

Billing Tab

• Cancel Subscription
• How do I update my credit card?