Clicking this menu provides a listing of system setup features that include
Table
This menu option provides a list of tables and the options to edit, delete, and create tables, fields, views, and relationships.
The table listing displays the columns: Table Name, Display Name, Is Published, and record actions.
Script
This menu option provides a list of scripts and the options to edit, delete, and create scripts.
The script listing displays the columns: Table Name, Display Name, Is Published, and record actions.
Widget
This menu option provides a widget listing and the options to edit, delete, and create widgets.
The widget listing displays the columns: Widget Name, Is Published, and record actions.
Workflow
This menu option provides a workflow listing and the options to edit, publish, manage, delete, and create workflows.
The workflow listing displays the columns: Workflow Name, Entity, Run Nightly, Is Published, and record actions.
Alert
This menu option provides an alert listing and the options to edit, delete, and create alerts.
The alert listing displays the columns: Alert Name, Table, Is Summary, Alert, Roles, and record actions.
Chart
This menu option provides a chart listing and the options to edit, delete, and create charts.
The chart listing displays the columns: title, Argument field, type, and record actions.
Dashboard
This menu option provides a dashboard listing and the options to edit, delete, build a dashboard, and create dashboards.
The Dashboard listing displays the columns: Dashboard name, roles, Is Default, and record actions.
Report
This menu option provides a report listing and the options to edit, delete, replicate, view, and create reports.
The Report listing displays the columns: Report name, entity, Description, Published, and record actions.
User Roles
This menu option provides a user listing and options to edit, delete, and view user roles, manage roles, and configure field and table permissions.
The Report listing displays the columns: Report name, entity, Description, Published, and record actions.
Xero Mappings
Access to Xero mappings by entity
MYOB Mappings
Access to Myob mappings by entity
Quickbook Mappings
Access to QuickBooks mappings by entity
KeyPay Mappings
Access to KeyPay mappings by entity
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