Contents
| Table of Contents | ||
|---|---|---|
|
System Settings in Ascora allows you to configure a few key settings such as activating auto numbering for quotes, jobs, and Customer and Equipment, setting up prefix and initial number for your invoices, connect your Email Account, as well as set setting up automatic supplier invoice import as well as and automatic job import.
To access system settings, go to Administration → System Settings.
| Table of Contents |
|---|
Auto Numbering
You can choose to set up prefixes and initial numbers in areas like Invoices so that you can easily track your invoices once you start using Ascora.
For example, you may set up an invoice prefix ASC and initial number 500 which means that invoices with number series ASC500 onwards up are the ones created in Ascora.
Note: You can also set up prefixes and initial numbers for other key areas such as Quotes, Jobs, and Purchase Orders.
Audit Log
Audit Log shows a record of changes made around numbering areas.
In the following example highlighted in yellow, a record shows that Invoice prefix and initial number was last changed by user Courtney Smith on 2 October 2020.
This It is important to track any changes made as it this impacts reporting and tracking of quotes, jobs, invoices, and Purchase Orders.
Job Email Importing (Beta)
This is where you can activate automatic job import.
To learn more about this Job Email Importing feature, please access How Job Email Import Works user guide.
...
It is important to note that you must first gather your email settings which you will need during the initial set up and if you need assistance in obtaining such information, please contact your Email provider.
Email Options
Depending on which email account you connected to Ascora, you have the ability to send from alternative email addresses for the main areas like quotes, jobs, and invoices. For example, you may want your quotes sent from a unique email address while all of your invoices and statements are sent from a different email address.If you're connecting Gmail
In the image below as an example, the setting is to have quotes sent from the user who is logged in while jobs while purchase orders are sent from a unique email support@ascora.com.au and invoices are sent from accounts@asc.com.au.
Reference: If you want to connect your Gmail account, please go to How to set up your Gmail account on Ascora and send emails from a different Email Address user guide for detailed instructions.
SMS Settings
This is where you can add a mobile number or email address to receive SMS replies.
Note: Ascora has multiple mobile numbers in our servers and when someone sends SMS , it uses the next available mobile number at that time as SMS sender.
To learn more about the SMS feature, please see How SMS Works? FAQ.
...
To learn more about automatic supplier invoice import, please access Importing Setting up Automatic Import for Supplier Invoices - Office 365 user guide.
Note: When you make any changes in this area, make sure to click the Save button located at the upper right part of the screen. |