User Roles & Setting

Any frequently query raised by user.

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" in 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 Ta...
Tue, 15 Sep, 2020 at 4:04 PM
How to create user and user roles [Video]
Please refer to the video attached. https://drive.google.com/file/d/17FypHQbL8LHi8bEeUJARMnw7sMG7emVV/view?usp=sharing Thank you :) 
Mon, 21 Dec, 2020 at 9:12 AM
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
How to Import User and User Roles by using IO Export via XML
How to Import User and User Roles by using IO Import via Excel. This method suitable to use for new created database but need to be access by the same batch...
Wed, 20 Jan, 2021 at 9:46 AM