Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Displays information related to invoicing and accounting including the creditor number, VAT rate, VAT number, invoice layout, and currently enabled/disabled settings. 

Info

If you do not configure these settings, they will be set to default automatically as shown above. A price list should be defined before making changes or configuring these settings.

 

Global search

You can also have an overview of the resources that are available to each of your clients in the Global Search section. These are resources for which specific read access has been granted for them. You can also decide which users should have visibility of the resources by adjusting the specific access rights. Learn more about this specific setup in the Global Search configuration page for clients.

...