SetupSetup
The Setup screen lets the user set various options.
This section covers the following topics:
Sync All Transactions on Device Check-In
Receiving Items in Small Business Accounting as
All Orders Users:
By clicking the Browse button the user can switch the All Orders company file that is currently being used. Once switched, click Save & Close to be logged in to the new file. Click Cancel to go back to the previously used file.
QuickBooks Users:
Small Business Accounting Users:
Under the "Change SBA Company" field you can switch the currently used Small Business Accounting company. Under the "Change SBA Server" field you can click Browse and select the server on which the current Small Business Accounting company file resides.
Click Change User to switch the current All Orders user for the current file. The All Orders user settings will be updated after the log-in.
When a device is checked in, all of the transactions that were recorded are moved into Pocket Inventory Desktop. If Sync All Transactions on Device Check-In is turned on, Pocket Inventory Desktop will immediately attempt to import all of the transactions into the back-end. Otherwise each transaction can be synced/edited from the Transaction List.
Here the user can select how receiving documents sync into Small Business Accounting, as Item Receipts or Vendor Bills.
*Applicable to All Orders users only.
**Applicable to Small Business Accounting users only.