Skip to main content

Organisation

Explore the various facets of effective organizational management. Delve into contact management, task delegation, and scheduling with the integrated calendar feature. Understand how to streamline your projects, email communication, product listings, and travel expenses. Additionally, you'll learn how to deal with specific issues like 'No Saving in Asset Accounting' and gain insights into specialized topics like procurement and payroll.

161 articles

Manage users
System: Manage selection lists
System: Manage business objects
System: Manage user-defined fields for contacts/tasks/projects/receipts/time recording
System: Export system settings
System: Import system settings
System: Manage instance settings
System: Display change log
Manage companies of the instance
Manage company
Archive: Manage archived companies and cash registers
Archive: Manage documents and receipts
Manage eCommerce accesses
Manage personal e-mail address
Manage company e-mail addresses
Manage e-mail assignments
Edit e-mail tracking
Set up Creditreform login data
Time recording settings
Organigram administration
Settings > Time recording
Settings > Society
Settings > Invoice areas
Settings > Document worklist
If functions are only available in the desktop application
Collection releases for documents
Two-factor authentication / 2FA
Mass editing of user-defined fields
Edit travel expense settings
The application does not start
Invite more users
Special features for headers, footers and tables
Systemadministration
Activities
Calendar and time recording
Settings > Responsibilities
Settings > General sales
Settings > Accounting
Settings > Asset accounting
Settings > General project management
Settings > Creditreform login data
Automate invoice receipts/teamwork receipts with the "Company e-mail addresses" function
Edit sales settings
Define user responsibilities
Edit security for users
Upload time recording layout
Create individual document layout
Manage user licenses
Placeholders and text modules
Manage user profiles and rights
Scoper and activity journal
🟨 Distribution
Marketing
Billing
2Go Mobile Apps
Questions and answers (FAQ)
Tasks
Projects
Extensions and add-ons
🟨 Personal
Products (sale)
Products (Other)
Products (General)
Products (purchasing)
Products (stock/warehouse)
Problems logging in to the customer lounge
Print, send and post outgoing invoices
🟨 Organization
Product units in e-invoices
Tips
Authorizations
Products (menu item)
Login protocol