The Administration overview
Administration lists every setting you may open, grouped in cards: People & access, Company, Billing & catalogue, Data and Assistant. You only see the screens your role allows. If you can open none of them, the menu has no Administration section.
Find a setting
- Open the menu and select Administration, then Overview.
- Type a word in Filter settings, for example tax. The cards keep the screens whose name or description matches, or every screen of a card whose name matches.
- Select a screen to open it.
Setting up a new company
A sensible order for the first day:
- Company settings: name, logo, time zone, currency and fiscal year.
- The e-mail connection, at the bottom of the same screen. Without it ASTRO sends no e-mail at all.
- Billing entities and Billing settings, if you invoice from ASTRO.
- Products, Price lists and Tax rates, if you quote from ASTRO.
- Import your companies and contacts.
- Users: invite your colleagues and give each a role.