Administration

Everything an administrator needs is a screen rather than a support ticket — and on our hosting, creating a dataset is self-service.

  • Create a company dataset yourself from the dashboard, with the chart, templates and language you choose.
  • Add users, set their role, language and password.
  • System defaults: numbering, precision, default accounts, business types, warehouses, departments.
  • Payment methods, currencies, tax codes and languages maintained in the application.
  • Edit the stylesheet and the document templates in the browser.
  • Year end, and the audit lock date, are administrator actions.
System defaults screen
The defaults every screen falls back to.
User preferences screen showing language, date and number formats
Each user sets their own language, dates and numbers.
Warehouse list
Warehouses…
Department list with cost and profit centre markers
…departments…
Business type list with discount percentages
…business types and their discounts…
Payment method list
…and payment methods, all maintained in the application.

Every dataset on our hosting has this, from day one.

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