Settings
Enabling Factory
19 articles
- Customising the Tax Label on Your Documents (e.g. VAT instead of Tax)
- Settings: TeamManage everyone who works on your jobs; find people fast, add members who log in and members who don't, and change roles, colours and access from the row.
- ProfileManage Profile settings and Sign out of Factory
- Fiki (Factory Wiki)Our Fiki provides an explanation of terms, navigation and other content to make your use of Factory even easier than it is.
- Resetting a PasswordChange/reset your password
- NotificationsTrack messages you've been @ mentioned in
- Settings: Document TemplatesManage and customise templates used across documents such as quotes, orders, and invoices
- Settings: PurchasingConfigure account's Purchase Order Settings
- Settings: Time TrackingConfigure account's Time Tracking Settings
- Settings: CompanyConfigure account's Company Settings
- US MeasurementsSupporting Imperial measurements in lineal feet and square feet
- Settings: Integrations (MYOB)Set up and manage the MYOB integration.
- SettingsThe following guides outline each section within Settings to support efficient and accurate system configuration
- Settings: QuotesConfigure quote settings, including email options and default messaging for Quotes and Proforma Invoices
- Settings: SalesConfigure Quotes and Sales Orders, including display, sorting, and product rules
- Settings: CustomerConfigure customer-related settings and behaviours
- Settings: Order ConfirmationConfigure email settings and default messaging for order confirmations sent to customers
- Settings: InvoicingConfigure invoice settings, including email behaviour and default messaging for invoices and partial invoices
- Settings: PDF SettingsControl layout and formatting for system-generated PDFs