You can create your customized contact groups to organise your contacts. You can delete your contact group. Create a Contact Group In the Contact menu, select Group List. Click on the Add New Group button. Enter the name for the group. Click Save. Delete a Contact Group In the Contact menu, select Group List. Select the checkbox next to the contact group name you want to delete. Click on the Delete button. Click Ok to delete. Add...
You can archive a contact in Clickentry and restore it when required. What you should Know Clickentry does not allow you to delete a contact. You can archive them if you no longer do business with them. In Clickentry's reports, you can view archived contacts, including their transactions. If there are transactions (Outstanding invoices or bills) created for the contact, they won't be deleted. You...
The user who is assigned the role of standard user, with optional use of cash coding and reports can fully access Clickentry. A Clickentry subscriber is assigned the standard user role by default. About the Standard User Role You can assign this user role to the business owners or the admin staff. It suits them...
A user with the Advisor user role gets full access to a Clickentry organisation. It includes advanced settings, manual journals, and all reports. About the Advisor User Role If you're the business owner or administrator using Clickentry, you may offer your accountant or bookkeeper access and allocate them the advisor user role. The advisor user...
You may assign the invoice only user role to someone who needs to create invoices and enter bills but doesn't require access to bank accounts or reports. About the Invoice Only User Role With invoice only user role, the user can access the quotes, invoices, bills, purchase orders, and credit notes....
Clickentry recommends using a table to determine the best user role for someone you want to invite into your organisation. You should add task-specific permissions to a user role. It will give additional access such as managing users, running reports, and contact bank account admin. Compare User Roles Get more information on what a...
You can assign or remove access to expenses for an existing or new user. You can select one of two expenses permissions; draft only or approve & pay. How it Works You need to add expenses to your organisation’s subscription, then assign one of the two expenses permissions to invited users. Users can...
You can assign the read only user role to those who only need to view areas of an organisation. They won't be able to add or edit information. About the Read-Only User Role With the read only user role, the user can access most areas of Clickentry but they can't make changes in the organisation's data. This...
Look into the comparison table to compare user roles and their access to inventory in Clickentry Business Edition. Full Access Limited Access Advisor Standard IO+ Approve & Pay IO+ Sales Only IO + Purchases Only IO+ Draft Only Add inventory items when creating transactions* ✔ ✔ ✔ ✔ ✔ ✔ Add inventory items from the Inventory menu ✔ ✔ - - - - Edit and delete inventory items ✔ ✔ - - - - View inventory items from the Inventory menu ✔ ✔ - - - - Add...
Look into the comparison table to compare user roles and their access to fixed assets in Clickentry Business Edition. Full Access Limited access Advisor Standard Read Only Add and import draft assets ✔ ✔ - Edit draft assets ✔ ✔ - Register draft assets ✔ - - View draft assets ✔ ✔ ✔ Delete draft or registered assets ✔ - - Edit registered assets ✔ - - Sell and dispose assets ✔ - - Export fixed assets ✔ - - Create and edit asset types ✔ - - Create and edit pools ✔ - - Run and...
