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All posts in Master Data

Setting up automatic session locking

All users within the management system have the ability to set automatic session locking. This setting allows the currently open Session to be locked automatically after prolonged user inactivity. Locking requires re-entering the account password once the user starts using ScuolaSemplice again. Note: . . . Continue reading...

Bulk Import of Client Companies

For guidance on creating a single Client Company read the following Guide. In order to perform a bulk import of Customer Companies, you need to navigate to Master Data → Customer Companies and click on the Import Company Master Data button: This will open a sub-menu where you can download the blank template . . . Continue reading...

Creation of a Client Company

In order to do a bulk import of Client Companies read this guide. To create a Client Company navigate to Master Data → Client Companies: Then click on Add Customer Company: Note: Creating a Client Company automatically involves creating a Client/Supplier present in Tax Management. The master data present in Customer Companies . . . Continue reading...