What is in the admin area
/admin opens on Users. The rest of it groups roughly into four jobs.
People and access
| Screen |
Purpose |
| Users |
Accounts, roles, licences, login restrictions |
| Two-factor settings |
Reset a user's two-factor enrolment |
Business structure
| Screen |
Purpose |
| Entities |
Trading divisions, their codes, prefixes and document settings |
| Organisations |
Accounting organisations, and their Xero connections |
| Domains |
Domain-level scoping |
| Tenants |
Tenant records and their mailer configuration |
| Parties / Relationships |
The underlying company records and how they relate |
Accounting setup
| Screen |
Purpose |
| Accounts |
The chart of accounts. Can be compared against and imported from Xero |
| Tax Rates |
Tax rates. Also comparable against and importable from Xero |
| Currencies |
Currencies in use |
| Journals |
Journal entries, including accrual reconciliation |
Reference data and tools
| Screen |
Purpose |
| Products / Product Categories |
The product catalogue and its categories |
| Industries |
Industry classifications used by CRM |
| Settings |
System settings, importable and exportable |
| Category Settings |
Per-category configuration |
| Custom Field Definitions |
Extra fields on records |
| Imports |
Bulk import, through a step-by-step wizard with reviewable items |
| Merges |
Merging duplicate business records |
| Search Indexes |
Search index maintenance |
| Printers |
Printer configuration |
| Jobs / Delayed Job |
Background job queue — restricted to admin-role users |
Related