Set Up
Everything dsGST needs to know before you start billing. Do these once, then revisit when something in your business changes.
1. Who can do what
- Users — create a login for each person.
- User Permissions — decide what each user may add, edit, cancel, print or see.
- Permissions and Locks — control editing of sales after the fact.
2. How the program behaves
- Set Defaults — on/off switches and company-wide defaults.
- Document Series — numbering of bills and other documents.
- Messaging System — mail (SMTP) settings.
3. What you sell
4. Who you deal with
- Accounts — parties and account heads.
- Collection Groups — group parties by area for monitoring and collection.
- Company Representatives
- Party Limits and Defaults
New to dsGST?
The Implementation Roadmap shows the order in which to bring each part of the business onto the program, and Your First Sale walks through the first bill.