Differences

This shows you the differences between two versions of the page.

--- accounting [2022/03/28 12:05] – darryl
+++ accounting [2023/06/21 12:22] (current) – external edit 127.0.0.1
@@ Line 3: / Line 3: @@
 The Accounting Settings allows you to select your Accounts software and configure it for
 use within Call2Field (e.g. Xero, Sage etc).
+To access this, click your Username on the top-right and choose System Settings.
+{{ :system_settings.png?nolink&200 |}}
+When the System Settings Sidebar opens, select Accounting.
 {{ :account_settings_view.png?400 |}}
-Like all the other settings be sure to click the save settings option once you have selected the Accounts system that you are using.
+You may need to use the 'Edit Export Config' button to change the mapped fields from Call2Field to your chosen Accounts software.
+When you have made all the changed that you need to make, click the save button to save the changes.
+{{ :save_settings.png?200 |}}