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Setup Menu
Navigation: Main Menu > Setup
- The Setup menu includes all the features needed to setup QuickEasy BOS.
- This menu is part of the default menu that someone with admin rights sees when they first login.
- Although the topics are listed in the order that they should be setup, the process is not linear. Users must revisit certain topics to add the features created later on (e.g. adding transactions to menus).
- Most modules include additional features, such as categories or groups. These features can be accessed from the module’s Menu button.
- All modules require User Access to be set before they can be used. User Access features are available from the module’s Menu button or right-click context menu.
| Heading | Description |
|---|---|
| Users | Contains features to: – Update the list of Users (staff). – Allocate custom menus to their users. – Set User Access to all the Modules and Copy Rules (rules that determine which transactions may be copied). – View all the access rights a specific User has. – View connected Users. – Sign out Users. – Edit the email settings (displayed names, reply to addresses) for documents sent from QuickEasy BOS. – Create and edit Dashboards that display key metrics on the Mobile App. |
| Settings | Contains General Settings that may affect more than one module. |
| Accounting | Contains the Chart of Accounts, VAT Types, Currencies, and Credit Terms. |
| Menus | Contains features to create and customise Menus and Menu Groups. |
| Entities | Contains features to create and edit Entities which can be locations, cost centres, branches, or departments. Registered Entities provide for fields such as logos, headers, and bank details that are included on documents such as invoices. There must be at least one registered entity. Contains features to link Staff and Assets to Entities. |
| Contacts | Contains features to create Contacts for staff, customers, suppliers, contractors, and consultants. |
| Customers | Contains features to create or edit Customers records, including addresses, contacts, billing information and credit terms. |
| Suppliers | Contains features to create or edit Supplier records, including addresses, contacts, billing information and credit terms. |
| Items | Contains features to create or edit Items. The items that can be added are governed by a general setting: Enable Item Types. |
| Assets | Contains features to create or edit Assets such as equipment and vehicles. This feature can be used to manage the organisation’s assets and to keep a record of customer’s assets (e.g. if customers bring in equipment or vehicles to be serviced). |
| Transaction Types | Contains features to create Transaction Types to enter transactions (e.g. Customer Invoices, General Journal). Includes tabs and settings to customise these transactions such as account types allowed, currencies allowed, statuses, copying options and default numbering. |
| Estimate Types | Contains features to create Estimate Types. Estimate types are templates for Estimates and control which tasks and items can or should be added to an estimate. |
| Service Types | Contains features to customise Service Types for the service manager. Service Types can be created for a variety of processes (e.g. to follow up on leads, to resolve customer queries or to manage projects). |
| Calendar Types | Contains features to customise Calendars. Calendars can be used to manage resources, book appointments, and to manage projects or tasks. |
| Language Editor | Contains features to edit and translate certain features. Languages must be activated and allocated to the organisation. There are two dictionaries for each language: – Master: Contains translations for built-in functions. – Custom: Contains translations for customisations. |
| Form Designer | Contains features to create and edit Forms (referred to as Templates) that display information. These forms are needed for the Output feature of transactions (e.g. emailing invoices to customers). This is an optional customisation feature because templates for all the basic forms (e.g. invoices, remittance advices, stock sheets) are included, and an organisation’s logo and address are automatically applied from the information filled in for the registered entity. |
| Output Templates | Consists of an interface from which all the Output templates can be linked and managed. Output templates are the forms that are printed or emailed (e.g. customer invoices). Contains features to customise the emails including the recipients (followers), subject and body. |
| Edit Reports | Contains features to create Custom Reports using SQL and BB code. Any additional information an organisation needs from their data can be extracted using custom reports. |
