by Arabella Saaliste | May 3, 2023 | Seadistused
New UI templates Customize your ERPLY Books software user interface! Did you know that it is possible to personalize the user interface with different colors in ERPLY Books? Choose the theme you like best from our background color options and continue using the... by Paula | Feb 8, 2023 | Uncategorized
Email column in the invoices module In ERPLY Books, it is possible to add an Email column to the Sales Invoices, Open Receivables module etc. For that you need to: 1. Search Global Parameters in the dashboard 2. Add a new row: Name:... by Paula | Feb 8, 2023 | Uncategorized
How to see the Referring link value in the sales invoices module? If you use the Referring link field on an invoice this value can be seen later in the Sales Invoices module invoice row. To see that value in the Sales Invoices module you need to add a rule for... by taavi | Jan 13, 2023 | Uncategorized
Creating and editing contacts directly on an invoice Problem: “When creating an invoice, I would like to enter the data of a new contact right then and there without opening a contact card separately. Besides, I’m only interested in the registry code and the bank’s... by Paula | Dec 6, 2022 | Seadistused, Settings, Settings, Settings, Settings, Settings, Settings
How to make a reverse transaction? If you need to make reverse transactions, you first need to configure a rule for that so later it would connect both transactions. The following steps are required for this: Search Global Parameters from the dashboard... by Paula | Dec 5, 2022 | Uncategorized
Non-invoiced document transactions Setting up non-invoiced document transactions may be necessary, for example, when an order is created in ERPLY Books and you want to display it as future revenue. In order to use this module, the transaction templates must be...