Editing SMO Settings
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− | Back to [[SMO]] | + | Back to [[SMO]] Home |
− | = | + | =Overview= |
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. | ||
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== Accounting Sync with QuickBooks Online == | == Accounting Sync with QuickBooks Online == | ||
− | https:// | + | https://h5sw.herokuapp.com/settings/accounting |
QuickBooks desktop syncing will be provided in the future | QuickBooks desktop syncing will be provided in the future | ||
* 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. | ||
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== Roles: Setup Access Rights == | == Roles: Setup Access Rights == | ||
It's best to setup Roles before setting up users | It's best to setup Roles before setting up users | ||
− | https:// | + | https://h5sw.herokuapp.com/roles |
* 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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== Users: Configure SMO Users == | == Users: Configure SMO Users == | ||
− | https:// | + | https://h5sw.herokuapp.com/users |
Note: You should first sync QBO Employees before setting up users. | Note: You should first sync QBO Employees before setting up users. | ||
* Add New User: To configure the users. Note: Best to first sync employees with QB in the Accounting section. | * Add New User: To configure the users. Note: Best to first sync employees with QB in the Accounting section. | ||
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*'''Text Box''' | *'''Text Box''' | ||
**The text box allows the user to enter a simple textual note | **The text box allows the user to enter a simple textual note | ||
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*'''Dropdown List''' | *'''Dropdown List''' | ||
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*'''Calendar''' | *'''Calendar''' | ||
**Creates a text box accompanied with a pop-up calendar which can be used to find and enter a date into the text box | **Creates a text box accompanied with a pop-up calendar which can be used to find and enter a date into the text box | ||
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*'''Legend''' | *'''Legend''' | ||
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*'''Table''' | *'''Table''' | ||
**User can create a table with column/row headings and textual/numerical information in the body of the table | **User can create a table with column/row headings and textual/numerical information in the body of the table | ||
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== Billing: Billing for SMO service == | == Billing: Billing for SMO service == | ||
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== Items: == | == Items: == | ||
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== Business Type == | == Business Type == | ||
Edit, add or delete types of businesses to label your customers with (government, residential, commercial, etc.) | Edit, add or delete types of businesses to label your customers with (government, residential, commercial, etc.) |