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Entity Settings

How to Switch to Admin Profile
How to Add User
How to reset User Password
How to set up Address
How to set up Currency
How to set up Tax
How to set up Document Prefix
How to Accept Connection Request
How to add Company Logo
How to set up UOM (Unit Of Measurement)
How to Set Up Approval Groups
How to Set Up Approval Matrix
How to Configure the Features Matrix
How to Set Up Payment Term
How to Set Up Payment Cycle
How to Set Up G/L Account
How to Set Up Category
How to Set Up Catalogue
How to Set Up Trade Codes
How to Set Up Projects
How to Forecast Project
How to Close Project
How to Add External Vendor
How to Send a Connection Request
How to Set Up AP Specialist
How to Set Up Bank Account
How to Set Up Supplier's Bank Account
How to Approve a Bank Account