Base app configurations
Application Config
Access: Application Config → Apps management → select the app and click on "Configure."
Save
To ensure the changes that had been made at the application configuration level are taken into account, it is essential to save any modification and then refresh the browser.
Activate a Feature in the Application Config
In the Application Config, activate a feature. Then click on the Save icon.
Some features, once activated, are saved automatically. However, this is not a rule, and it is better to save every change made.
Refresh the browser.
Save modifications on a file
When you create a new record or make modifications, remember to save by clicking on the floppy disk icon.
Base Configuration, Configuration Tab
Access: Application Config → Apps Management → Base, configure.
Here, you will find many useful basic configurations. Activate or deactivate these configurations according to your needs.
Enable trading name management
Activating this feature allows you to enable a finer subdivision of the company in the application. This feature is useful when entering data. For example, you can specify the relevant business unit when creating a quote, an invoice, etc.
Activate sending mail
Activating this feature allows you to send emails when the SMTP configuration has been set up.
Manage mail accounts by user
Instead of using a shared SMTP account for sending emails on the application, it is possible to configure a connection to email boxes for each user profile.
Manage mail accounts by company
Instead of using a shared SMTP account for sending emails on the application, it is possible to configure connections to email boxes for each company.
Default Units
Define the units used by the system by default. For example, determine the duration of a workday. The default values can be changed later on a particular file.
Manage Multi Banks
By activating this feature, you can use several bank accounts for the same company. This option will allow you to select a bank account that you can use in certain features (e.g., Payment Entry, Bank Order etc).
Messaging, Calendar, Documents, Team Management
Activating these features results in the appearance of the menu entries Messenger, Calendar, Team Work, and Documents.
Messaging: this feature activates the Messenger, which is an internal messaging system with an inbox. You will receive all internal ERP notifications in this messaging system.
Calendar: manage events with the Calendar.
Documents: this option activates e-document management. The Documents application menu appears on the left side among other menus and is used to import and export files, create documents and folders, and manage their organization.
Teamwork: allows you to manage teams and team tasks.
Number of digits for Tax Rate, Unit Prices, and Quantities
These three fields allow you to configure the precision after the decimal point.
Decimal management for currencies
A new field in the currency allows you to specify the number of decimals to take into account in the total amounts of various documents (invoice, sale order, payment, accounting entry) and subtotals depending on the currency.
If required, you can create a currency from the Currencies menu and add the number of decimals. Access : Application config → General data → Currencies
- Number of decimal: enter the number of decimals on the currency record. For example, 2.
- Example of decimal digits on currencies on an invoice:
Access: Invoicing → Customer invoice
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Add the necessary information (tax position, price list, etc).
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Add a currency. In the example, it is Yen (this currency does not have a set number of decimal places).
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Add an invoice line with a product.
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Total A.T.I.: you will find that Yen has no decimals, so the total amount is equal to 307,208 Yen.
However, if you select a currency that uses decimals, this fact will be reflected in the total amount.
Access : Invoicing → Customer invoice
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Add the necessary information (tax position, price list, etc).
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Add a currency. In the example, it's Euro (on the Euro file, the number of decimals is equal to 2).
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Add an invoice line with a product.
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Total A.T.I.: you will see that the Euros have decimals, so the total amount is 2,147.92 Euros.
Default Partner Localization
When selecting a country in this field, it will select a default language that will be used for generating documents.
Currently the language feature is available for French and English languages only.
Manage subsidiaries on Partners
This option allows to associate a parent company partner from a partner record. A list is also displayed in this record containing the associated subsidiary companies (Partners with the consulted record as the parent company).