Setup: Default Tax Code
The Default Tax code is under Admin/Setup/General
The default tax code is taken from the Business System. You have the ability to overwrite this, permission based.
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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: 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 Layout
The email layout is found under Amin/Setup/General The Email layout is for Customers and Partners to customise the layout of the email. Plus Software uses tools from Dev Express to save development time as there is no need to re-invent the wheel, so ...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 ...2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...