Name: NShine ERP
Rating: 5 (18 reviews)

What Is In Settings and users

Company profile, users, taxes, numbering, financial years, currencies, notifications and more.

This section has 2 concept page(s), 13 how-to page(s), 2 reference page(s). Read the concept page first if the module is new to you, then follow the how-tos in order.

Settings overviewYou will know which Settings tab holds each switch, list and default, and where user accounts live, so you can find the right screen before you change anything.
Set up the company profile and brandingYou will have your company name, address, tax registration, currency, rounding and date format saved, with the logo, digital signature and terms that print on every invoice and LR.
Add users and assign rolesYou will have a login for each person on your team, each with a Role, and you will know how to reset a password or switch someone off when they leave.
Roles and permissions referenceYou will know what a Role does, which roles are confirmed to exist, and the questions to settle with support before you rely on a role to hide a screen.
Vehicle settings: types, ownership and layoutsYou will have the vehicle types your fleet uses in the Vehicle Type dropdown, and a tyre position layout for each kind of vehicle so assets can be fitted to a named slot.
Set up trip journey stepsYou will have the list of steps a driver taps through on each trip, in your order, with the stop each step belongs to and whether the booking is marked delivered on the last stop.
Add tax rates and use RCMYou will have every tax rate your business charges or pays available as a Tax Rate on invoices, fuel entries, maintenance and expenses, and you will know when to tick Apply RCM.
Set up payment typesYou will have a Payment Type for every way money moves in your business, each pointing at the right cash or bank account, so payments, fuel, services and expenses post to the correct book.

Settings and users in NShine ERP

What Is In Settings and users

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Settings and users in NShine ERP

What Is In Settings and users

Settings and users Pages

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Ready to Take Control of Your Business?