When a user is invited into an organisation then either he accepts or declines the invite. Accept an Invite From the invite email, click on the Accept Invitation link. Click on the Click here to login link. Login with the shared credentials in the email.
If you want to remove a user from an organisation, you must have the Manage users' permission. You can even delete yourself from organisations you're invited to. Effects of Deleting A User As you delete a user from an organisation, it removes their access to the organisation but at the same time it can also affect other areas...
You can check your existing users and their user roles permissions. You can change the user role or permission for yourself or another person only if you have the Manage Users permission. Find an Assigned User Role You can check what your user role is for an organisation and any additional permissions you may have. In...
You can invite a user into an organisation only using a unique email address. If you want to use the same email address as a previous user, first you need to reset the password, then log in. How it Works If you make any changes in Clickentry, these are recorded under the History & Notes section. These changes...
If you want to add a new user to your organisation, the user should have the manage users permission. When a user is invited, an invitation is sent that they need to accept or decline. The invited user can later accept or decline any time, it won't expire. Invite a New User In the Settings menu,...
To view your organization's income, expenses, and profit for a reporting period, you need to run either of the two versions of the Profit and Loss report. Run the Report Whenever you run a Profit and Loss report, it will display accounts only with an income or expense account type. So it...
If you want to see your organization's financial position as at a particular date, run the Balance Sheet report. Run the Report You can view accounts with asset, liability and equity account types in the balance sheet. In the Report menu select the All Reports option. Click on the Balance Sheet under the Position section. Select a Date Range or a custom Date. (Optional) Select an option from Compare To or Compare...
Create a Report. Click on the arrow next to Export and select your preferred format: Excel, PDF. Save your exported report on your computer. Open the downloaded file and take a print of it.
You can create and publish a report, it will be the read-only version. In the Report menu select the All Reports option. Click on the name of the report you want to create. You can select the date for which you want to create the report, by default it will show you the report for the current...
You can access Clickentry's reporting functionality from the Reports screen. The reports you can view will depend on your user role. Access Reports In the Report menu select the All Reports option. You can access all kinds of reports such as Performance based, Position based, foreign currency gain or loss reports and other bank statements reports. Search for a Report In the Report screen,...
