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Note

Most fields have help attached when you hover over the field


See /wiki/spaces/SI/pages/33054919Starting on SaaSplications for best practice steps to setup an new business entity.

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Print templates can be attached to emails that are sent from the system - see Email Templates

Info

When the system is looking for a report to use it looks in the following order:

  1. The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt
  2. The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt
  3. The report name with no prefix, eg invoice.mrt

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