Vital Finance 常見問題
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I am currently using the free version and I want to upgrade to the SME board in the future. Will the information of the original free version be kept?
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I have added a new account. When I log in, it says that "store not found". What can I do?
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I have already verify my email, but why does an unverified warning appears?
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I would like to make up previous voucher, why shouldn't I choose previous date?
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I would like to offset the account; however, the system shows the message [Please check the amount you would like to offset], and what should I do?
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I would like to update the order records of the same Order No. by importing, why do previous records disappear?
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If a calendar task is done, will it still show up on the calendar?
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If a comment is added on the note, will users who starred the note also receive a notification of the comment?
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If a customer replies to a marketing email, where can I view it?
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If a customer replies to a two-way text message, where can I view it?
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If a customer returns a purchase, how should it be handled?
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If a document has multiple tags, how can I search for them at once?
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If a LINE customer who fills out a New Customer Form matches an existing customer in the system, can automatic merging be set up?
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If Applicant Re-edited the Form after it is Approved, will Approvers be Notified?
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If I accidentally deleted the customer/company list, can it be restored?
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If I forgot my password, how can I login?
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If I receive a payment in advance, I would like to allocate it to every month; how to generate vouchers of every month in the system?
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If I set the permissions of the approval form to "only admin and I" can view/edit, are other auditors able to approve the forms?
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If I use "customer number" matching when importing customers, and the customer name is different from the last import, will it be directly updated?
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If I would like to allocate one expense to two departments, how to set up?