Configure
How-to articles focused on system customization, setting up custom fields, defining finance categories, and modifying templates.
- How to create finance categories
- How to create your logged event templates
- How to create your notification topics
- How to create and implement your policies & procedures
- How to set up Allotrac credit limits for your site
- How to create a new document type
- How to create your custom field templates
- How to manage and create user groups
- How to customise your user invitation forms
- How to configure your shifts
- How to customise your invoice templates
- How to configure your invoice templates
- How to enforce POP & POD documents to be captured & automate POP/POD sending | Allotrac Help Center
- How to create a new form