To adapt the application to your needs there are various settings that can be changed.
Let's take a look at the different main menus available.
Where are the settings?
The settings can be accessed from the cogwheel icon ⚙️ at the top right of the software.
What are the main menus?
General Settings: Includes all the settings for the different modules, i.e. what you want to be displayed or how you want the application to respond.
Default PDF Reports: Includes all the settings for customising and displaying PDF reports by default.
Custom PDF Reports: This provides a list of the various custom PDFs you create.
Email Settings: Includes several settings for sending emails from the application and customising the content of these emails.
Modules: Lists all the modules in the application and allows you to activate or deactivate them.
My Account: Shows the information of the account with which you are connected.
Company account: Gathers all the information of your company, information that will be included in the "Company" part of the PDF.
Types of activity/ Subsidaries: Allows you to create different types of business activities.
Custom fields: Allows you to create custom fields and list them.
Taxes: Allows you to create and list the different taxes
Viewed pages: Lists all page views on the web application by all users
Hourly rate: Allows you to set standard hourly rates for service contracts.
Sending reports: Lists all reports sent from the web and mobile application by all users.
Activity history: Lists all activities on the web application.
History of modifications: Lists all modifications made from the web application on all elements.
⚡ Note: These different menus contain other sub-menus which will allow you to choose which module you want to modify. The titles normally allow you to understand the purpose directly, and a tooltip represented by an ⓘ is also available on some fields to provide more information.