Company and User Configuration

Custom Fields Overview The Custom Fields feature allows you to extend standard 1place screens by adding your own company-specific fields without requiring software customization. Custom Fields are designed to capture additional inf...

Overview The Email Settings screen allows a 1place user to connect their email account to 1place. Once configured, 1place can use the user's email account to send emails such as: Invoices Purchase Orders Other documents and transactions...

How to Setup Record Numbering in 1place Overview Use Record Numbering to set how 1place assigns numbers to Customers, Vendors, Sales Orders, Purchase Orders, Invoices, and other records. Steps: 1. Open Settings Click the ⚙️ Settings ...

Overview of the Settings Screen This screen holds all the required and preferred settings for all screens in the system. To go to Settings screen, click on the gear icon (top right corner of screen) then select Settings . Settings Type ...

How to Access User Settings To manage user accounts, permissions, and security settings in 1place, you’ll first need to access the User Settings. Here’s how: Click the gear icon in the upper-right corner of the 1place dashboard. Fr...

Overview Automated Jobs (Auto Jobs) allows administrators to schedule predefined system processes to run automatically in 1place. Instead of manually performing certain recurring tasks, an administrator can configure an automated job and specify ...

Overview General Sales Settings control several important aspects of how sales transactions are handled in 1place. These settings define your company's sales behavior, default values, payment terms and methods, shipping options, order sources, ...

Overview AR & GL Settings  control aspects of Accounts Receivable (AR), Cash Management, General Ledger (GL), customer statements, and item costing in 1place. These settings help you define how users search for customers when receiving payments...