Automatic email notifications

Automatic email notifications   In ERPLY Books, it is also possible to set up automatic notifications that are sent to specified email addresses. Examples of cases in which this may be necessary: You would like to email a sales by customers report once a month to...

Additional options for the invoice row

Additional options for the invoice row This manual describes the additional action options for the invoice row which can be configured for using various functions. These options are:   Copy row Project Splitter Add deduction Fringe Benefit Connect row Copy row...

Functionality of the customer portal

Functionality of the customer portal   In ERPLY Books, it is possible to use the customer portal. In the customer portal, you can see information related to your customers or suppliers (invoices, customer/supplier report). When you send an invoice to a customer...

Automatic sync for integrations

Automatic sync for integrations   This manual describes how to set up automatic synchronization for integrations. To set up automatic integration sync, you first need to open the “Automatic sync for integrations” module in the dashboard.   ...

Adding rules to all organisations at once

Adding rules to all organisations at once Let’s say you have 30 companies. And you need to apply new rule for every one of them. For example want to apply that no companies would not show articles in purchase invoices (and show account instead). Or want to apply...