Wizard: Behavior of Source Documents

ApproveIT 365

Wizard: Behavior of Source Documents

The Default settings can be different depending on your source documents. You will enter the default information on your required source documents if needed.

  • Settings for Sales documents

  • Settings for Purchase documents

  • Settings for Service documents

  • Settings for Projects

(these settings can be changed later in the ApproveIT Setup)

 

Next step: Wizard: Finalize setup

 

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