Page Comparison

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In this section, you will find the following : ⬇️

Some items require their own dedicated pages and are listed below ⬇️

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The License Manager screen is used to hold your license string to the main application and Modules that are installed for your company. When your main application Licence has been Renewed or you have Requested requested any changes, such as Additional Users, you will be sent your new Licence String. All license strings are encrypted.

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title License Management - expand for more details
The system will automatically update the license once every 24 hours. Alternatively, you can have the system check and update the license automatically, pressing the “Update Licenses” button will check with the Vision Live License server and update you to the latest license If you have to perform this manually and you are provided with a license string To apply for a new license : PAste Paste the string into the “Encrypted License” box Press Decrypt license Ensure the new license is correct Apply for the new license. Warning If you get an error when decrypting or applying for the new license, please contact the person who sent you the new license string.

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This allows the system to setup set up some parts of the customer analysis when you are adding a new customer onto the system, it can be used for manual entry of customers or through the API.

This configuration specifies which fields you want to setup set up and where the information on how to setup set up the field will come from.

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title Analysis Auto-Fill Configuration - expand for more details
Image RemovedImage Added The example above shows that, based on the postcode we will automatically assign the account manager on setup. The highlighted line shows that for an AB postcode, the account manager will be “General Sales” You would need to have the Analysis Captions and Analysis Code set up on the system before using this screen. The AutoFill lookup are is three areas that can be used Postcode Country Telephone

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This is where you tell Commerce the nominal codes to post to in your finance system. For more information about how Commerce integrates with your finance system, see : Transaction Postings.

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title Control Account - expand for more details.
The nominals configured in this screen are categorised under: Balance sheet accounts Profit & loss accounts By default Commerce is setup set up with the standard Sage nominal codes, as can be seen below, you’d need to change these if you use an alternative finance system. Some nominals defined here are only posted to if you choose to use the Stock Movement Posting feature, this is optional and more information about it can be found here: Stock Movement Posts. Note If linked with your finance system, ensure that the accounts set up here match exactly with the finance system to avoid issues during the posting process. The sales & cost of sales nominals here are the defaults which the system uses, however, for more granular analysis in of your finance system it’s possible to break these down further. For example, sales for Account Manager A could be sent to nominal 4001 while Account Manager B’s sales could be sent to nominal 4002. These override nominals can be setup set up in https://visionsoftware.atlassian.net/wiki/spaces/VC/pages/569245803/Maintenance#Analysis-Code-Maintenance. If you wish to post based on a different Analysis Caption than ‘Account Manager’ such as ‘Customer Type’, this is also possible but would require a change in the system configuration for which a request must be sent to the support team. The green tick and Red cross in the Account System, indicates indicate the Method and Bank data is are correct for the Account Software that you are using.

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