AugTool Documentation
Certain parts of the system need other parts of the system to be setup. For example, you cannot create a product to sell unless you have a product category to assign it to, a unit of measure, a tax code (vat) and a chart of accounts.
We advise that you get Augative to do your implementation unless you are a very experienced Augative User.
There are a few things you need to setup in Augtool in order to transact namely:
- Business unit/s - Just the summary tab
- Chart of accounts - Can use import
- Within Business Units
- Email Setup
- Number Series
- Financial Years
- Tax codes
- Defaults
- Approved customer and supplier terms
- Settings - consultant only - request Augative to assist
- Organisation Groups
- Organisations - can use import
- Units of measure
- Items - can use import
- Bank accounts
- User Groups and Users.
Should you want to use advanced modules you can turn them on individually and set them up to use them.
Please talk to us should you want to use imports for Items, chart of accounts, organisations and recipe templates.
Once you have setup your system you can now start importing your opening balances, trial balance and stock figures and then start transacting.
Please talk to us should you want to know what the journal import file looks like should you want to import your opening balances instead of enter them in manually.
Multiuser groups per user
The goal of this is too allow the user to have multiple usergroups assigned to it in one businessunit.
This allows for a more flexible setup where you can have usergroups for functionality and then give the user the sections they need.
should allow a user to be assigned the permissions of many groups.
- added businessunitid into user table
- moved defaults from "userbusinessunit" table into "user" table.
- shows section, permission and values(e.g. add/edit)
- allowed user to use multiple user groups, if repeat group, it will replace the group with itself.
- added a permission to view the user permissions.
- changed the way businessunit defaults work, select business unit default on tab 1 user edit.
- icons that set default business unit should be removed.
- added search function to the permissions tab so user can search its origin.