• Limit Account Lookup

    We are working on updating our security per user, and want certain users to only be able to see certain accounts in GL Transactions Reports. Is this possible by user?
  • Emailing invoices

    Does anyone have step by step instructions on how to set up emailing invoices on version 7.40.20? I was told that I had to use the primary contacts email address. I would prefer to use a secondary email address.