Custom Receipt Fields Setup

And welcome back to another How to Do Things in Accelo. Today we're going to be looking at Custom Receipt Fields. Right now we're in the general configuration, which we'll simply go… Read More

And welcome back to another How to Do Things in Accelo. Today we're going to be looking at Custom Receipt Fields. Right now we're in the general configuration, which we'll simply go here and click to Configuration. Once here let's go down to Billings & Rates on your left here. We're going to do Custom Receipt Fields. Here we have the receipt date, what we can do is just go ahead and add a profile. Invoice Number, what we're going to do add text. Make sure that it stays on Account receipt. You can select the parent here and save. We can add a parent or a child and we can also delete this and its children right here. Good luck.

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Configuring General Settings

Configuring General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your…

Configuration & Setup Tutorials
Add New User

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do…

Configuration & Setup Tutorials
Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded…

Configuration & Setup Tutorials
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose…

Configuration & Setup Tutorials
Import Data
Configuration & Setup Tutorials
Configuring Client Portal Settings
Configuration & Setup Tutorials
Add a New Client

Add a New Client

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…

Configuration & Setup Tutorials
Add a New Sale
Configuration & Setup Tutorials
Configuring Request Settings

Configuring Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company…

Configuration & Setup Tutorials
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