User Settings

Navigation: Main Menu > Office > My Organisation > Staff (tab) > Double click a username > Settings (tab)

Supplier transactions have their own permissions which are not listed here.

• Accounting > Ledger - Access Allowed to Supplier/Supplier Accounts 

  • Yes or No

  • If no, the user cannot view either the supplier or supplier ledger accounts.

• Setup > Suppliers - Access Allowed

  • Yes or No 

    • This setting determines access to supplier records, regardless of where they are inserted (e.g. Suppliers > Suppliers).

    • If access is denied, users can still create transactions by selecting a supplier from the dropdown list.

• Setup > Suppliers Accounting - Access Allowed

  • Yes or No

  • Allows access to the Accounting (tab) when editing supplier records. 

Supplier Categories

Categories are optional and are used to sort and identify suppliers.

Navigation: Main Menu > Suppliers > Suppliers > Menu (button) > Edit Categories

Buttons Explained

• Refresh: Refreshes the display to incorporate changes other users may have made.

• New: Creates a new line where a category can be entered.

• Save: Saves any changes.

• Close: Closes the popup.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: The system-generated number for the category.

• Description: The name typed in for the category.

• Menu (...)

  • Option to delete the category: Click the column to display an X. Click the X to delete the category. 

  • Warning: Categories are deleted regardless of whether they are assigned to suppliers or not.

These tutorials explain how to create and edit supplier categories.

How to Create Supplier Categories 

1. Navigate to Edit Categories.

2. Click New (button).

3. Complete the row as follows: 

   1. Description = Type the name of the category.

   2. Press Tab to add another category.

4. Click Save (button).

How to Edit Supplier Categories 

Any changes made to the category names affect all the records that have that category.

1. Navigate to Edit Categories.

2. Click Refresh (button) to apply changes made by other users.

3. Change any of the records by overtyping them.

4. Delete an entry by clicking the final column to display an X. Click the X to delete the record. Confirm the deletion.

5. Click Save (button).