User Roles & Setting

Any frequently query raised by user.

How to show total quantity of stock item in a sales invoice
Scenario I’ve encountered a few users ask about where to check total quantity of stock item in a transaction. Eg, Sales invoices as below:   They said i...
Mon, 7 Sep, 2020 at 2:09 PM
How to completely delete a database from the database wizard?
  After I delete a database from the wizard, if I append, I will still see it in the list. I wish to completely remove the database.  Solution: ...
Mon, 7 Sep, 2020 at 2:50 PM
How to Set Multiple Cheque Running Number
Example: Maybank Account wish to use Cheque and TT running number Go to General Ledger > Chart of Account High-light on the Bank GL Account Click Edi...
Mon, 7 Sep, 2020 at 4:06 PM
Configure User Access right in User Roles for Dashboard (Overview)
Step 1 -  Go to Maintenance > User Roles > double click into the User Roles to be set Step 2  - Go to Dashboard Step 3 - Tick checkbox to Allow ...
Mon, 7 Sep, 2020 at 4:14 PM
How to lock Stock Item ‘Sales Price’ for other user
Created by Admin for other users.  Step 1 - To create the access right, go to - Maintenance - User Roles – New - Name & Description : Junior Executive ...
Mon, 7 Sep, 2020 at 4:40 PM
Printed documents are not allowed to be modify. Please check User’s access right.
Step 1 - Go to [Maintenance] > User Roles Step 2 - Tick User Roles that allow to modify printed document and click [Save] Note: User need to r...
Tue, 8 Sep, 2020 at 11:13 AM
How to enable multiple set of running number for Optimum
Example: Allow using different set of formats for transactions. Example in payment voucher, user may pay by cash or by cheque sometimes. So user would like ...
Tue, 8 Sep, 2020 at 11:29 AM
How to remove the watermark "Original" or "Duplicate" the invoice?
There is a setting to on and off for the watermark printing Step 1 - Click GST/SST > GST/SST Settings > Options > Untick 'Original Tax...
Tue, 14 Mar, 2023 at 4:59 PM
VALID POSTING PERIOD
Scenario  How to lock certain period of transaction so that the staff unable to edit/ delete. There are 4 staff working in account department and I wo...
Wed, 20 Jan, 2021 at 9:46 AM
How to Import Customer Pricing Rules by using IO Export via Excel
How to Import Customer Pricing Rules by using IO Import via Excel. This method suitable for trading / wholesales industries that would like to update their ...
Wed, 20 Jan, 2021 at 9:46 AM