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All items in this menu should be restricted to only administrator users, changes made in here will have an immediate impact to the system and once changed anything effected will not be able to be fixed. |
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In this section you will find the following :
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| Child pages (Children Display) |
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This menu is used by the administrator of your system to control many of the options available.
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It allows you to configure the connection for the API parameters which are used to post information into your finance system.Expand
Integration
This Section will allow you to check the following sections for the Account Software that you have set up:
Nominal Control Accounts
VAT Code Maintenance
Analysis Code Maintenance
Payment Method Maintenance
Tick means that the details are correct for the Account Software
Cross means that the details are incorrect for the Account Software
Upload Customer and Suppliers
Stock Movement Posting
The options for controlling Stock Movement Posting will show in this tab
Stock Movement Posting Enabled - Stock Movements are recorded in the system throughout its everyday use and the movement of goods, from receipts to transfers to despatches, adjustments, and returns are all recorded.
Posting Granularity (Individual Movements (most journals), Grouped by Order, Posted & grouped in batches (fewest journals))
Automatically Post Daily
Automatic posting process is handled by a separate server application, this allows you to configure your preferences for the posting. Previously you would have to post these manually through the Stock Movement posting.
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If you intend to start using automated posting let the support team know and they will ensure it works correctly the first day this runs on its own |
Explanation of Options for Automatically Post Daily (from midnight GMT)
When enabled, stock movements will be posted to your accounts system automatically on a daily basis overnight.
This is scheduled to run between 0000-0200, however, you can select the timezone you wish this to utilise for the posting. please select the one closest to yours.
Overnight (GMT) - Normally scheduled for 1am (0100GMT)
Overnight (GMT +8) - Would be run 8 hour earlier (1700GMT)
Overnight (GMT -8) - Would be run 8 hour later (0900GMT)
For example, Hong Kong would use Overnight (GMT +8) this would run 17:00 GMT however it will run 01:00 in Hong Kong.
Sales Document
The two buttons that will allow you to Accept or Manage Payments for the Sales Order and opens the Report Manager,
The Accept Payments will open a link to the Vision Live page to set up your payments gateway information, if this is already set up the button will show Manage Payments, it will still take you to the Vision Live page where your payment gateway information is saved. This can also be setup in the Report Manager
Documents
This will allow you to select the information that gets populated on the email for the following Documents
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