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Manage layouts

iCompleatInvoice uses layouts to control what ledger and analysis information is collected. Layouts determine which header and line items appear to the user for a selected transaction.

IMPORTANT:  Each user must have access to the required layout's settings group to view and amend header and line items when processing transactions.

Each layout can also have one or multiple Settings Groups. Settings groups allow you to create a group of users and set the default values for selected header and line items.

EXAMPLE:  You can create a Marketing Group and set the account code’s default to a particular value from the list of available options.

For more details select one of the following options:

 

Compleat Invoicing Starter

Accessing and viewing the 'Manage layouts' option

Compleat Invoicing Starter

Adding a new layout

Compleat Invoicing Starter

Settings Groups - adding and Configuring

Compleat Invoicing Starter

Amending layouts