Settings & Administration

Users and access, companies and branches, approvals, document templates, email and apps.

14 lessons available · 3 more on the way

Overview

Settings is where you tune the workspace: your own preferences, each app's rules, email, and - for administrators - users, companies, approvals and document designs. Open it from the gear tile on the home screen.

The Settings page has one tab per area. The Administration menu at the top holds the pages only administrators use.

Feature	Where	What it is
Display preferences	Settings > General	Font size, date format, decimal places and language.
App rules and numbering	Settings > Sales, Purchase, Accounting, Inventory, CRM	How each app behaves: document numbering, workflow options, posting accounts, lock dates.
Country accounting setup	Settings > Accounting	The chart of accounts, taxes and journals of your country.
Email	Settings > Email	Your sending account, email templates and the company account.
Users	Administration > Users	Create users and set their access level for each app.
Companies & Branches	Administration > Companies & Branches	Companies, branches, warehouses and stores.
Approval Rules	Administration > Approval Rules	Hold a document until it is approved.
Document Templates	Administration > Document Templates	The look of every printed document.
Custom Fields	Settings > Custom Fields	Your own fields on contacts, products and invoices.
Apps	Home > Manage Apps	Which apps are installed, their versions and dependencies.

Each settings heading has a small ? icon - hover over it for a short explanation.

Tasks in Settings & Administration

Users

Add a user and set access rights Create a login for a colleague, choose the companies they can work in, and set their access level for each app. 7 steps1:03 video Understand access levels: None, Own Documents, Manager What None, User: Own Documents and Manager mean for each app, and how they differ from the Administrator role. 5 steps0:57 video

Companies

Add a branch Add a head office, branch, warehouse, store or office to a company, so users and documents can be tied to a location. 5 steps1:04 video

Preferences

Change the date format and decimal places Show dates and amounts the way you read them - day first or month first, and how many decimals. 5 steps1:03 video Change document and journal numbering See how quotation, order, invoice, bill, payment and journal numbers are built, and where to change the prefix, format and starting number. 5 steps0:50 video

Approvals

Create an approval rule Hold documents - for example large vendor bills - until the right person approves them. 6 steps0:58 video

Printing

Customise a document template (logo, stamp, signature) Choose the style, colours, stamp, signature and watermark of your printed quotations, invoices and other documents. 5 steps0:59 video

Email

Set up email so documents can be sent Connect your mailbox so quotations, invoices and statements can be emailed from SiaOne. 5 steps0:45 video Email templates and merge fields Write an email once and let SiaOne fill in the document number, customer name, total and sender for every message. 6 steps1:10 video

Apps

See which apps are installed (Apps Manager) See which apps your company uses, their versions and what each app needs. 5 steps0:40 video

Accounting setup

Set up country accounting (localization) Where the country accounting set-up lives, and what a company looks like once it has been applied - chart of accounts, taxes and journals. 4 steps0:55 video

Customisation

Add a custom field Add your own field to contacts, products or invoices - for example a loyalty tier - and decide whether it prints on invoices. 6 steps

Company settings

Review the Sales, Purchase and Inventory settings A tour of the switches that decide how selling, buying and stock work in your company. 9 steps1:30 video Let Sales and Purchase managers post invoices and bills Allow Sales and Purchase managers to post invoices and bills into the books without full Accounting access. 5 steps0:45 video

Coming soon

These lessons are being written and recorded.

Add a company
Add a custom field
Install or update an app (apps are installed through SiaOne Control)