System
Editing Entity Details (e.g., Entity Name) in Document Headers (Invoice, Receipt)
How to Edit Entity Details (Entity Name, Address, Phone No, Email Address, etc.) Important Note Only Admin users who are assigned the i-Account system role as a “System Administrator” have access to the Display Setup page shown below. 1. To view or ...
How to Edit Document Footer
Important Note: Only Admin users that are assigned with i-Account system role as a ‘System Administrator’ have the access to the "Display Setup" page shown below. How to Edit Document Footers (Sales Invoice, SCI Invoice, Statement of Account, ...
How to Void a Transaction
Introduction 1. Generally, only users assigned as i-Account System Administrator role will be able to void a selected transaction in the system (e.g., invoice, receipt, payment, journal entry). 2. Additionally, for batch invoices generated through ...