Editing SMO Settings
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The initial user that signs up a company on SMO is considered the company admin and can configure all the settings for the company. | The initial user that signs up a company on SMO is considered the company admin and can configure all the settings for the company. | ||
The setting consist of the following, Note that all the url links require company signup and login: | The setting consist of the following, Note that all the url links require company signup and login: | ||
− | + | == Accounting Sync with QuickBooks Online (or QuickBooks in the future) https://h5sw.herokuapp.com/settings/accounting | |
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− | == Accounting Sync with QuickBooks Online | ||
− | https:// | ||
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* Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file. | * Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file. | ||
* Sync Customers Now: This will bring all customers from QBO to SMO | * Sync Customers Now: This will bring all customers from QBO to SMO | ||
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* Sync Employees Now: Sync all employees into SMO so that you can configure SMO access and rights in the settings>users | * Sync Employees Now: Sync all employees into SMO so that you can configure SMO access and rights in the settings>users | ||
* Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access. | * Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access. | ||
− | + | == Roles: It's best to setup Roles before setting up users https://h5sw.herokuapp.com/roles | |
− | == Roles: | ||
− | It's best to setup Roles before setting up users | ||
− | https:// | ||
* Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin | * Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin | ||
* Access Rights for Modules: | * Access Rights for Modules: | ||
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** With-Pricing: Allows reports with pricing | ** With-Pricing: Allows reports with pricing | ||
** Without-Pricing: Allows reports without pricing. | ** Without-Pricing: Allows reports without pricing. | ||
− | + | <h3> Users: Configure SMO Users. NOte: You should first sync QBO Employees before setting up users. </h3> | |
− | + | * Add New User: To configure the users | |
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− | * Add New User: To configure the users | ||
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