Yes making an entry, click on the “Save as template” button, and for a new recurring entry, click on the “Import Template” button.
Continue ReadingWhere do I configure the information necessary for direct deposit for the payment of my Suppliers?
Through Accounting -> General Ledger. Double click on your bank account and go to “Direct Deposit”.
Continue ReadingI would like to find an accounting entry?
To find an accounting go to Accounting -> Accounting Entries and click on the magnifying glass next to the “Entry” field.
Continue ReadingWhere can I find System Settings?
Though Settings -> System.
Continue ReadingWhat is the Automatic Email Communication feature?
Automatic Email, when configured, allows you to send Customer Account Statements and Supplier Payment Notices in bulk. You must enter the configuration of your outgoing SMTP server. To obtain this information, contact your Email Supplier or your IT technician. Don’t forget to click on the question mark icon for more information
Continue ReadingWhere can I modify the transaction (reference), invoice, service call, purchase order, return slip, stock sequence numbers?
Through Settings -> System -> Company Info -> Sequence.
Continue ReadingWhy are the transaction (reference), invoice, service call, purchase order, return slip, stock sequence numbers blocked?
They are blocked because the sequence is in use and you can no longer edit it.
Continue ReadingWhere can I create/modify a branch?
Through Settings -> System -> Branches
Continue ReadingHow do I add/change my logo in Surfagest?
Through Settings -> System -> Branches -> Logo. Please note that in Surfagest, the logo is registered by branch.
Continue ReadingWhere can I change the ledger account associated with billed descriptions in Sales?
You can change this account from Settings -> System -> Accounting -> General.
Continue Reading