Manage Your System
Managing your system involves setting exchange rates, customizing currencies, and configuring payment terms. You can create track categories, set up new users with specific permissions, and manage user accounts, including editing or deleting them. These tools help maintain smooth system operation and ensure proper user access and security.
- How to Add a Bank Transaction
- How to Manage Email Notifications
- How to Upload Attachments
- Setting Exchange Rates
- Custom Exchange Rate Setup
- Managing Currencies in Your System
- Set Up Payment Terms
- Create Track Categories
- Creating a New User with Full Permissions
- How to Edit User Permissions for Specific Features
- Delete a User