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Customizations you can do with your profile are: Add headers and footers and logos to documents Set currency and time zone by default and others. Templates Style of e-shop Fixing the Main Menu Set taxes (VAT)
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Enter in the menu Users, after that you'll see a list with the names of your employees and customers, click Change, located against the name of each user. In Rank category, you'll see drop-down menu (Super Admin, Admin, Client, User), select one and save.
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To the left, there is a vertical menu To do list, select it. It will display a small window with a field where you can enter tasks, below right is a dropdown menu ADD TO, from it select an employee, then press Done.
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To the left, there is a vertical menu To do list, select it. You will see a small window with a field where you can enter tasks. After you fill the information box, select To calendar, located at the bottom, the right to ...
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To the left, there is a vertical menu Messages and Chat, choose it. You will see a window with the names of your employees, consumers and others, click on Send chat - against each name. If you want to add to any or all ...
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You can change the time zone and currency by logging into your account. From there you can change as your business information and currency and time zone, they are the last two fields to fill in after you enter the data, save it from ...
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In the employees menu, you can search for submenu Safety induction sheets (Instructions for safety). For every employee you'll have to fill in these fields - Object - site briefing, Type work, From what to what what date was conducted briefing, Type briefing, signature ...
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The logo is set and changed by Account, you can upload a photo to be your company's logo or choose it from the pictures that are taken.
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If you want a windows with notification panels to be shown in your site, you can set this feature by going to Settings, go to the category suggest ups online. Then from the drop-down menu, select Show All,then press Save.
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If you want a window with tootips to be shown in your site, you can set this feature by going to Settings, go to the category Windows with tooltips boxes. Then from the drop-down menu, select Show All, then press Save.
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Setting, adding and changing tax by default becomes insisted Fee category by default. Setting is carried out by the field where you have 3 options - 0%, 10% and 20% retained by the Save button. If you want to change it, click ...
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If you want to track the quantities, this can be done by Settings,track quantities category. The setting is performed from the field where you have 2 options - Turn ON or OFF, save by pressing theSave button.
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Log in Account, then click in the right - Add button. The system will switch you to another page where you must fill in the information (name and company address, phone, e-mail, accountable person, website, bank, etc.) for the new account (company).
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This option is available from the Account, in the subcategory Web site you'll see a field to fill, there must enter the name of your site and save the changes.
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Once you log in with your account, go to the subcategory Country, right type the state, where is your business. Do not forget to save your changes!
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In grammar, a prefix is a morpheme that is attached before a base word. Morphemes are the smallest meaningful units in the grammar of language. Attaching a prefix could modify a word’s meaning. An example of a prefix is ‘un-,’ meaning ‘not.’ The prefix ‘un-‘ can be attached to the ...
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From the Main Menu go to Inventory,and then selectAdd stock category. You will go to another page where you must fill in the information about your product. After you fill in the required fields (name, quantity, price and object), go to the Product Details, ...
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Тhe еlectronic signingof a document is the result of the service, which includeselectronic document and is associated to it or logically connected universal electronic signature (UES) and informative text file with instructions for validation of electronically-signed documents.
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The creation of templates becomes very easy and fast! Once you have logged in to the My-dox, go to the Document menu, then enter submenu Templates. You will open a new page similar to Word, click on it and delete text (characters on ...
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Generating documents is very easy in a few steps : Step 1. Аfter you've logged into the My-dox system, click on Add and select the type of document you want to create. Step 2. You will open a new page, which is similar to MS Word, over the page there is a ...
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If you want to add a discount on a product for a certain period of time, go to Settings, Marketing Tools. Under the menu Newsletter, there isAdd discount button, press it. Then enter the product or service which will make discount, enter discount rate, then ...
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Once you have logged in as a Seller, in the home page you'll see Add Client menu. The program will switch you to another page where you must enter: Select the type of contragent - customer or supplier Name and Logo Аddress Contragent data Your trade relations Once ...
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Adding extras for rooms as follows: After the receptionist is logged in My-dox system, go to Menu Extras room, click on the search box (Quick search). At the bottom, new window will pop up with the best selling and last sold products. From there, choose the ...
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Once you have logged in as a receptionist in the homepage under the Main menu you will see a list of reservations to confirm. To the right of each reservation, you will see Confirm button. Click on it.
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If you want to see how many reservations you have to confirm, first sign in as Receptionist. Then go to Submenu booking confirmation, where is written how many they are. Below is a list with your booking confirmation.
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If you want to add a payment, from the main menu go to Payments. Select submenu Add payment. The system will switch you to another page, where you can choose from the list of documents that you want to pay. At the end of ...
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Aside from the document you'll see a menu with actions, at the bottom you'll see two options - to sign manually or digitally. If you want to sign manually - click Manually signature. You will see a small window where you can sign ...
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Chat in the right menu will display a list of your partners. To the right of each you'll see two buttons - Send, from where you can send messages without going to encrypt and Chat. Click Chat. You will open a new window, below is ...
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In the Taksk menu, there is a list of tasks, that you have done and must be done. If you have already completed a task, but you have not already marked it as completed, click the Done button, located under each task.
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This is probably easier than you think. The next time you create an invoice, just edit the invoice number there to anything you want. All subsequent invoice numbers will increment by 1. For example, if you changed your invoice number to 45, then your next invoice number will be 46, ...
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If they have not been sent out, it could be that you have turned on the late reminders too late. The late payment reminders do not act on arrears. As such, any invoices that were over 30-60-90 days late (or whatever you have set up for your late reminders) at ...
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There are two ways to enter discounts on your Invoices in My-dox. Use the ‘Discount’ field on the Invoice This applies to the entire Invoice amount This can only be applied as a % discount Add a Negative Line Item to represent a discount You can add a discount of any dollar amount If you ...
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Even the most reliable clients can sometimes forget about the occasional Invoice. Setting up late Invoice reminders in your My-dox system lets you gently (or harshly!) remind them about unpaid Invoices without lifting a finger. In your My-dox account, click on your Settings link at the top-right of the screen. In the ...
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While our interface is not only available in English, you can send Invoices and Documents in the following languages: English Italian Russian Bulgarian To change the language of a Client: Go to the Partners tab Click edit beside the Client There are 4 flags below the Notes. One of the buttons will say English by default. From the drop-down, ...
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To send an invoice to accountant, you can first send him an email with an accesss to the system. This can be done in two ways : The first ways is this : And the second way is this : No matter which way you choose, you must enter the accountant's email. After doing ...
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By default, when you register in the system, the name of your shop, which My-dox offers to you is name_of_your_company@my-dox.com/shop. If you have an own domain and want to assign it to your own domain, that's very easy. Just follow these steps : From the main menu, go to Account menu In ...
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To turn on or off notification emails for delayed payments, birthdays cards, new year ot many more, which the system offers to you to use, go to Settings menu. From the menu "Notification email templates" you can set the way for sending document to a client, to set and edit reminder ...
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