...
Contents
| Table of Contents |
|---|
Basic Data data
...
Assign Authorisations
ADMIN → AUTHORISATION PROFILES
ADMIN → EMPLOYEES → Profiles/Traffic areas tab in EMPLOYEES
Please create a profile with the following authorisation profiles and add it to the employee.
Enter further objects if necessary.
Activate Open Items Module
ACCOUNTING → OPEN ITEMS MODULE → OPEN ITEMS BASIC DATA
...
If no data set is yet available for your client, please record a data set via the menu File → New.
Install reports
ADMIN → REPORTS
The following reports are available.
...
Please add them if necessary.
...
Define the settlement due date
ACCOUNTING → PAYMENT TERMS
A settlement due date must be filled in the payment terms so that the due date can be calculated.
Separating the old vouchers after activating the open items module
After the open items module has been installed, all incoming and outgoing vouchers usually exist in the open items module.
...