As a reminder, this is under the ADMIN MENU:
This screen opens with options under GENERAL, EMAILS and PDF
Click on App Settings:
Now input further settings to suit your Business, under EMAIL and MISC OPTIONS.
Most of the options are self explanatory but ask Plus Software or speak to your Partner if you have any questions.
Exclude Upcoming Invoices
This prevents the Send All/Send Select pages
from showing an invoice which is less than x days from due.
Accounts Which have an Overall Balance of Zero or Less
If all of a Customer's Invoices total to a zero balance or a credit balance
(due to credits, refunds and similar) the customer will be hidden.
Similarly, Suppliers will be hidden if their total of transactions is zero or a
Prevent Reminders for Credits
Payments and Receipts from being sent through the Send All, Send Select pages.
Actions To The User's Own Actions
If checked, each user will only
see actions they have created. If unchecked, they see (and edit) all actions.
No GL Accounts in the Business Sytem?
If ticked, this allows the User to create their own rows within a Forecast Cashflow with no incoming sync from the Business System.
When you've completed your settings, go back to the Main Setup page, by selecting Setup Menu, in the top left.
You can now move onto additional settings:
- Email Setup (See HERE)
- PDF Setup (See HERE)
Need further information?
Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...
Setup: Email Settings
Forecast.Live allows you to customise EMAIL information to suit your business. By now you should have already set up the first two options, CONNECTED MODE and GENERAL APP SETTINGS Connected Mode (your syncing schedule); General App Settings ...
Setup: Tax Codes
Tax Codes setup is found under Amin/Setup/General In Sales.Live, you can add as many Tax Codes as you require, under the Tax Codes setup. Note: In Connected Mode Tax Codes will come from your Business System that you are connected to. If not in ...
Setup: Data Import
The Data Import functionality is under Admin/Setup/General This is under consideration and a setting has been instigated. If you require this urgently, please contact Support@Plus.Live with your exact needs and we will review. Need further ...
Setup: PDF Formatting and Layout
Forecast.Live allows you to generate invoice copies and these are generated as PDFs. You can customise the layout PDFs within the Application. By now you should have already set up the first three options, CONNECTED MODE, GENERAL APP SETTINGS and ...