Settings Section
At the top navigation panel you can click on the Settings menu and a list of options will be offered. Note that the list of options will vary depending on your role and permissions.
What Can I Do Here?
- View and Edit User Details
- Add or Update Credit Card Details
- Change Password
- Change User Name
- Add Another User
- View Registered Clients
- View your TSW Clients
- Add a TSW Client
- Edit a TSW Client
- View Classiffied Products for a TSW Client
- Add a Classiffied Product to a TSW Client
- Add a Service Provider
- View Consignment Extract Templates
- Add or Edit a Consignment Extract Template
- Add Another Branch
- Add Tariffs
- View Client Addresses
- Add a Client Address
- Delete a Client Address
- Delete a Tracking Client
- Register a Tracking Client
- Configure Xero as an External Accounting System
- Manage Trader's Products and View Product Summary
- Analyse your data with Business Intelligence
- Add a business Letterhead
- Add a custom Bill Terms PDF to be included in Bill or FI + Bill(s) documentation
- Edit an existing Letterhead or Bill Terms page