by kristiina | Jun 26, 2023 | Uncategorized
Account mapping enables to set rules with a different hierarchy to provide a better overview. For instance, revenues may be separated by countries/regions: revenue from your domestic operations goes to the account X, revenue from your operations in the US or Canada... by kristiina | Jun 26, 2023 | Uncategorized
You can import all kinds of data into ERPLY Books whenever you need: invoices, customers, suppliers, articles, accounts, payments, the general ledger and so on. If you import more than 1,000 invoices, use a CSV file. With Ctrl+C and Ctrl+V key combinations you can... by Paula | May 25, 2023 | Uncategorized
Adding files to documents This manual describes how to add files to different documents in ERPLY Books. This opportunity to add files is available in several modules: you can add files to sales invoices, purchase invoices, transactions, contact cards and... by Paula | May 24, 2023 | Uncategorized
Using email templates In ERPLY Books, it is possible to configure different templates for the emails that are sent out. For example, if you want to send a payment reminder, you can set up a template for the payment reminder, and when you send a payment reminder... by Paula | May 24, 2023 | Seadistused, Seadistused, Seadistused, Settings, Settings, Settings, Settings, Settings, Settings
How to see a summary of already selected invoices? This manual describes how to see the quantity/amount of invoices that are already selected by contacts in a separate window in the Invoices module. If this rule is enabled, selecting Invoices in the Purchase... 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...