How Kladana works

• General Settings

  • Account Settings
  • User Settings
  • My Company and Tax Settings
  • Tax rates
  • GST calculation and invoicing
  • Logo and Authorized signature in Print forms
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• Transactions

  • Transactions overview
  • Set up transaction numbering
  • Create related transactions
  • Set the transaction details autofill
  • Merge transactions
  • Set up 'closed' period for transactions
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• Common actions

  • Trash
  • How to store documents scans
  • Copying transactions and objects of datasets
  • Deletion and recovery of transactions
  • Files
  • Filters
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• Printing and Templates

  • Print documents
  • Manage print templates
  • Change the document output format
  • Addition of print form template
  • How to request custom print template
  • 'Send by email' in transactions

• Useful tools

  • Tasks
  • Set up notifications
  • Add variables to notifications and task messages
  • Workflow automation
  • Warehouse bins (address storage)
  • Add Custom Fields
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