Getting Started: The Settings Screen

What you need to know to get up and running on Enterpryze.

Sharon Mulligan avatar Orla Saunders avatar
19 articles in this collection
Written by Sharon Mulligan and Orla Saunders
Module Settings

Module Settings: Sales and CRM setup

Select the required options to enable features in the Enterpryze Mobile Apps. Auto create Customer Code can be enabled here also.
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Written by Orla Saunders
Updated over a week ago

Module Settings: Stock Item Groups

How to add Item Groups and assign GL accounts to the group.
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Written by Sharon Mulligan
Updated over a week ago

Module Settings: Stock Item settings

How to add Price lists and warehouses for your stock items.
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Written by Sharon Mulligan
Updated over a week ago

Module Settings: House Bank setup

Define the Bank accounts you need to link to Payments and Invoices.
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Written by Orla Saunders
Updated over a week ago

Module Settings: Payments setup

Set your default Bank GL accounts for your receipts (incoming) and payments (outgoing).
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Written by Orla Saunders
Updated over a week ago

Module Settings: Banking Exchange Rates

Setup your exchange rates for each currency you use, you can do this for each day or set it for the month to save you time.
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Written by Orla Saunders
Updated over a week ago

Module Settings: Payment Terms setup

Define Payment terms to link with your Customers and Suppliers, this will calculate when invoices are due to be paid.
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Written by Orla Saunders
Updated over a week ago

Module Settings: Cost Centres and Dimensions setup

Use Cost Centres to analyse your finances further and assign to any of your transactions.
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Written by Orla Saunders
Updated over a week ago

Module Settings: Project Codes setup

Project codes help you analyse your accounts further when running reports. Assign Projects to each of your transactions.
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Written by Orla Saunders
Updated over a week ago

Module Settings: Enterpryze Expenses setup

What is Expenses used for, how to set it up with Mileage rates for your organisation and employees. Ability to use Engine Capacity steps.
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Written by Orla Saunders
Updated over a week ago

Module Settings: How to set up Expense User

How to setup your Expense users, complete these simple steps. Setup your supplier account and link to your expense user.
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Written by Orla Saunders
Updated over a week ago

Module Settings: How to setup Expense Items

See how easy it is to setup your Expense items which will be needed by the user to select when adding a Receipt or Mileage.
Sharon Mulligan avatar
Written by Sharon Mulligan
Updated over a week ago