Getting Started
Main Setup Settings to Start Using AccFlex ERP System
Register your company Info
To get to this page:
> 
> Basic Info
Enter the basic information of your company: Name, Telephone, Fax, Email, Address, and Company logo. These information will always be shown on the header of every report, sheet and bill.
E-Invoice Settings
Enter the electronic invoice information, to apply the E-Invoice, according to the directions of the Egyptian TAX Authority. E-Invoice API Base URL, E-Invoice Client ID, E-Invoice Client Password, E-Invoice Identity URL, activity Type Code, Token Pin, E-Invoice Issuer Type (P: personal, B: business, F: Foreign), Client ID, and Password.
Users
The program allows adding an endless number of users, and editing or deleting any user account.
To get to this page:
Add a New User 
/ 
/ Enter the new user information : name, password, and email, then click Save 
.
Activate the account by checking the Active checkmark 
Data Base and Roles
You can determine the basic roles of every user, and manage the available data bases for each account.
Edit and Delete Users
You can always delete any user account, edit its roles, or update its available database. To edit a user information: select a user account, then click on Edit.
To save the new or updated info, click on 
Delete User 
Configuration
To get to this page:
Mail and SMS Configurations
An IT department task, for the technical setup, of the notification and auto mail service. Follow, Technical Setup Guide for this step.
Notifications and Auto Mail
An optional feature provided by AccFlex ERP Programs, that allows you to send time automated notifications or reports, to clients, suppliers, company employees, etc. .
To get to this page
New SMS or E-Mail 
Select the attached Report Type, then enter the message data, and then click Save .
Scheduling and Auto Messages Settings
Choose the message to be scheduled, then click on Edit.
Enter the scheduling, type and repetition data, then click save 
.
Delete or Edit Scheduled Settings
The scheduled details will be shown at the bottom of the right of the screen. You can edit or delete any scheduled setting.
Embedded Data
This feature enables sending notifications (SMS, or E-Mail), to a lot of contacts, just by one click. When you choose (Mobile, E-Mail) from the embedded data, the program searches through every account registered with mobile or E-mail, and send them the scheduled notifications. To use this feature:
From Embedded Data, choose mobile for SMS, and Email address for email.
Use the Embedded Data, to include specific and updated data, in some types of the sent notifications. For example; in the Welcome Customer, you can add the clients name and discount account ID. Also, in Payment Reminder, if you add the due amount, the program will search through the data of every client, and embed these data in the notification.
User Dashboard Management
An optional feature, allowing the user to keep track of the productivity, statements, and other company specified aspects. The program processes the entered data, to output easy and clear, diagrams and info graphs.
To get to this page:
You can add a new dashboard, edit its info, or arrangements. Also, you can copy it to share with other users, or delete it.
Preview Dashboards 
Customer Support
AccFlex team is always there for your support. If you have any problem, or further inquiries, don't hesitate to contact us. Download TeamViewer, to easily connect with our support team.
To Connect with the Support Team
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