SmartBooks Web Guideline
SmartBooks Desktop GuidelineSmartBooks HR Guideline
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  • INTRODUCTION
  • GENERAL LEDGER
    • General Ledger Overview
    • Set up an account, do accounting transfer (Set up)
    • Data Input general ledger
    • Data processing general ledger
    • Inquiry general ledger
    • Reports general ledger
  • ACCOUNT PAYABLE
    • Account Payable Overview
    • Set up account payable
    • Input: Invoice of Vendors
    • Proccess: AP Release Batches
    • Inquiry account payable
    • Reports account payable
  • ACCOUNTS RECEIVABLE
    • Account Receivable Overview
    • Set up accounts receivable
    • Input accounts receivable
    • Process accounts receivable
    • Inquiry accounts receivable
    • Reports accounts receivable
  • CASH MANAGEMENT
    • Cash Management Overview
    • Setup cash management
    • Input cash management
    • Report cash management
  • FIXED ASSETS AND EXPENSES MANAGEMENT
    • Overview fixed assets and expenses management
    • Set up fixed assets and expenses management
    • Input fixed assets and expenses management
    • Reports fixed assets and expenses management
  • INVENTORY MANAGEMENT
    • Inventory Management Overview
    • Setup Inventory Management
    • Input Inventory Management
    • Processing Inventory Management
    • Reports Inventory Management
  • TAX INVOICE
    • Tax Invoice Overview
    • Setup tax invoice
    • Input tax invoice
    • Reports tax invoice
  • PURCHASE ORDER
    • Purchase Order Overview
    • Input purchase order
    • Process purchase order
    • Reports purchase order
  • SALE ORDER
    • Sale Order Overview
    • Input Sale Order
    • Process Sale Order
    • Sale Order Report
  • E-INVOICE
    • E-Invoice Overview
    • Setup e-invoice
    • Input e-invoice
    • Processing e-invoice
  • SHARED INFORMATIONS
    • Input shared information
  • USEFUL
    • Useful
  • SETUP TOOL
    • Setup Tool Overview
    • Security
  • CUSTOMER PORTAL
    • Introduction
    • Log in Smartbooks Website
    • How to access Customer Portal
    • Some screenshot
  • DATA SYNCHRONIZATION
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  • Configuration
  • Access module
  • Change password
  • Company information
  • Screen
  • Form access

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  1. SETUP TOOL

Security

PreviousSetup Tool OverviewNextIntroduction

Last updated 4 years ago

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Configuration

Used to configure the input form, set to get a decimal number, to round how many numbers after commas ….

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Access module

Used to manage which accounts login account will be allowed to access, use which module, decentralize user will have the right to use which module.

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Change password

User can change password by himself to ensure the security of software and data.

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Company information

Used to enter some basic information of the company, for displaying information on some cards, forms ... in reports.

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Screen

Manage menus in modules to show or not, some unnecessary menus will be hidden if not in use.

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Form access

Help manage which form users are allowed to use, thereby decentralizing user input to avoid input errors and increase data security.

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Setup Tools - Security - Configuration values
Setup Tools - Security - Change Password
Setup Tools - Security - Company Information
Setup Tools - Security - Form and report system
Setup Tools - Security - Access Rights Form