Assisted setup

The Assisted setup consists of several wizards, which help you to get started with the use of the system. The wizards contain settings from different windows throughout the system.

You need to have an administrator role to run the wizards.

Note! Some settings that you define via Assisted setup must be set before you start using the system, as these settings cannot be modified later. Other settings may be changed any time. Please read the information for each wizard for more information.

The following Assisted setup wizards are available:

	Create subaccounts and choose the default subaccount to use throughout the system.
	Add a logo and choose the fields to appear on all invoices, dunning letters, and customer statements.
	Set up your email account to send invoices and reports from the system to your contacts.
	Import customers, suppliers, non-stock items, and stock items to the system.