Search our Help.

Configure Unleashed

Follow

Page contents

Company Settings

System Settings

Users and Role Permissions

Doc Designer templates

Accounting provider integrations

Import data

Confirm Stock on Hand

The below article outlines the pages you'll want to visit once you subscribe to an Unleashed account, and you're ready to start setting it up. The following setup steps are not mandatory and do not have to be performed in order, however we recommend reviewing them and before you get started using Unleashed. Before going through these steps, we recommend attending one of our free training Webinars in the Unleashed Academy.

For information on moving your trial data and user data to a new subscription, see Retaining or Deleting Trial Data in Subscribe to Unleashed.

Company Settings

From Unleashed's main menu go to Settings and select Company. In this page you're able to provide your company's details, contact and address information and configure your account. 

For a full breakdown of all the options available in your company settings, see Company.

System Settings

Use system setting to customise and configure how transactions and records can be defined and managed in your account, enhancing your workflow processes and reporting.

From Unleashed's main menu go to Settings and select System to access the following optional setup pages:

System Settings tutorial video

Users and Role Permissions

Manage your users and their individual access to your account's data using the Users and Role Permission settings. 

From Unleashed's main menu, got to Settings, Security and use the following pages to manage user access:

Doc Designer templates

Create and manage custom document templates per transaction type using Unleashed's Doc Designer. Doc Designer allows you to create multiple templates per type that can be used as and when needed, or allocated per Supplier or Customer, streamlining your documenting process. 

From Unleashed's main menu, go to Settings and click on Doc Designer to select a document type you want to manage. From this page you're then able to add images, control the data that populates per template and publish new templates.

For more details, see Doc Designer.

Accounting provider integrations

If you're managing your business' accounts with one of the following accounting providers; Access Financials, Xero or Quickbooks, use Unleashed's native integrations to connect your accounting provider with Unleashed seamlessly sync your data.

From Unleashed's main menu, go to Integration, Integration Store and select the appropriate accounting provider that you want to integrate with. 

For more details on integrating one of the mentioned accounting providers with Unleashed:

Import data

Use Unleashed's Import templates to easily and accurately upload your company's product, customer and supplier data into Unleashed. Each importable data set has a unique CSV template that must be used in order to successfully upload your data.

For a guide on the available import templates and best practices when importing data to Unleashed, see Data Import Checklist.

Confirm Stock on Hand

Once your products have been created in Unleashed, confirm their current Stock On Hand (SOH) quantities and value before you begin processing transactions. If integrating with an accounting provider, ensure the stock value in Unleashed aligns with your accounting system's stock value too.

For details on importing an initial SOH quantity and value, see:

Was this article helpful?
0 out of 2 found this helpful