- Q. How do I separate different users from seeing different parts of smartbilling?
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- Q. What are the different roles and permissions that are available?
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- Q. What is "Custom Fields" used for and what are common uses for it?
A. "Custom Fields" is one of powerful features in smartbilling. It can be accessed in Administration panel. "Custom Fileds" includes multiple essential modules like Customers, Suppliers, Tickets, Catalogs, etc., and provides users a quick access to add fieldset for these modules. A demo video showing how to add customer fieldset can be found here.
- Q. If I want to integrate my G/L account system with smartbilling, what do I do?
A. G/L accounts can be defined for catalog items. You can add or import G/L accounts, then set up products, rates and charges that correspond to specific G/L accounts and use that internally for your internal reporting system.