Articles in this category Admin Customize Text Labels and Language You can modify any text in the user interface by going to {menu:language-editor|uiEVfklorG}. Search for the text you'd like to modify in the Search box. Type in the new text and click Save at the top ... Manage User Access - Enable/Disable Functions To set user access rights go to {menu:users|ocQ4lrGhyY}. Select the user and edit rights in the Module Access and User Rights For Company sections. You can set page-specific access and assign user gr... Process Credit Cards Set up credit card processing by going to {menu:credit-card-options|o5GyUwAKN2} -> Add New Account. Select NolaPay and then click the Sign Up button at the top of the page. Fill out the application... Change/Delete Company Information Go to {menu:company-newedit|6re3TAhr9Z}. Select your company, make necessary modifications, and click the Save button when done. If you have multiple companies and would like to delete one, choose the... Manage Accounting for One Company with Multiple Locations You can have a single company in NolaPro with multiple inventory/branch locations under it ({menu:inventory-locations|cjuSFcNV2a}), but if you need to keep payroll and other financial reports separate... Change Currency Symbol To change the currency symbol displayed, go to {menu:system-settings|wTYpDlJpdk}. If you don't have the Multi-Currency add-on active, you can set the currency symbol and decimal places to display dire... Multiple Companies You can create more than one company, if your subscription is at the Enterprise level or higher. (See {menu:nolapro-license|3yBw7Xi3Iv} if you need to modify your subscription.)Go to {menu:company-n... Does NolaPro allow multiple simultaneous users? Each user account can only have one active session running at a time, but there is no limit to the number of users. When a person is logged into an account, and another person logs into the same accou... Does NolaPro have role-based security? Yes. You can manage role-based security through the Advanced User Rights add-on. The Advanced User Rights add-on allows you to create user rights groups and then assign NolaPro users to these groups. ... Limit Salesman Access If you would like to block salespeople from seeing orders, invoices, and customers other than their own, you can enable the Limit Salesman Access add-on. After you have enabled this add-on go to {menu... Change Username and Password You can change the username and password for an account by going to {menu:users|ocQ4lrGhyY}. If you have forgotten your password, and you are using the cloud version of NolaPro, you can initiate a p... Change Time Interval Between Dashboard Report Regeneration Go to Admin -> System -> Home Page Refresh Times. Scroll down to the desired report and modify the length of time the report is cached. The cache time is the amount of time the same copy of the ... Add Company Logo You can upload your company logo by going to {menu:company-newedit|6re3TAhr9Z}. Look for the label File for Logo and upload your logo there. The logo entered here can be displayed on quote, order, inv... Customer Groups Reduced pricing for certain customers can be done using Customer Groups. To create a customer group go to {menu:customer-groups|5zruGUqgPq} and enter a name, such as Senior Discount. Next you will nee... CC Manual Processing - Disable Verification If you are using a manual credit card account set up in {menu:credit-card-options|o5GyUwAKN2} to process a customer payment, you do not need to enter any information about the credit card into the sys... Multi-User NolaPro is a multi-user and a multi-company application. Each company can have an unlimited number of users, and rights can be assigned for each user on a per-company basis. A user account can only be... Multi-Currency Module Q & A 1) Will the Multi-Currency module handle transfers between different currency accounts? Yes! The Multi-Currency module can handle transfers between different currency accounts. When making transfers b... User Language Go to {menu:system-settings|wTYpDlJpdk}. In the Region section, select the language(s) you would like to make available to users under the field User Language Choices. Here you can also set the De... Sales Category Graphics You can upload images for sales categories, and those images can be displayed on invoices based on the sales category tied to the invoice. Go to {menu:sales-categories|dOsRMZpRPF}. Click the link labe... Multi-Currency Exchange Rate You can set currency exchange rates manually by going to {menu:currency-rates|jbqWnAmLyl}. The system will automatically set exchange rates, but you can also set rates yourself if you prefer to use ra... User limit error If you receive an error message when adding a user saying your user limit has been reached, please submit a support ticket, and we will be happy to provide you with pricing to expand your user limit. ... SMTP email error If your email has stopped sending through NolaPro, and you are receiving a login error when your information is correct, it may be due to changes to Google's SMTP rules. You now need to set up your Go... Delete user To delete a user, go to Admin -> Users. Either type the person's name or username in the User box and click the arrow, or click User List at the top to see a list of users and click the person's us... Email Templates The Mail Templates feature allows you to create email templates for invoices, orders, quotes, statements and purchase orders. The feature is located in {menu:mail-templates|4auz7USes2}. The templates ... Getting Started with Admin -> System A quick tour to help you configure company details, users, and core system settings. Set up the essentials If you need to make adjustments to your company name, address, phone, email, or website, vis... Getting Started with Admin -> Orders Learn how to configure order settings and set up Service Orders to fit your business process. Set up Service Orders Start by visiting {menu:service-types|5FaXaZg8aB} to define the types of work emplo...