Accounting

Settings for PDF Templates This is a Low Code (Power Tools) configuration page that offers templates for a wide variety of records. Each one is editable from a dual-part menu for Active Templates and Unsynced Templates. The first (Active) menu i...

Document Serial Number Settings If your company is working from a catalog of already listed serial numbers, there is an option to edit the starting point of Steelhead serial numbers. These are document types that are configurable: Quotes ...