How can I pay account balance?
On the Dashboard Menu, click on ‘Account Balance & Payments’
You can then select a balance to be paid.
- Overdue: Balances outside of trading terms
- Due an end of month, Including overdue
- Current: Balance for the current month, a handy way to track your account
- Total balance: Includes overdue, due at end of month and current balance
- Other amount: you can key in an exact amount to be paid
How to add multiple users with different clearance level?
- This can be done through a web browser: https://connect.eaglesplumbing.com.au/
- Once logged in, click on the user name in the top right-hand corner which will create a drop-down menu
- Select ‘manage users’
- Select ‘add trade user’, when populating the fields there will be a ‘select role field’.
- The following table illustrates the clearance levels of different users
Super Admin | Admin | Sales | Accounts | Plumber | |
---|---|---|---|---|---|
View Tax Invoices | Yes | Yes | No | Yes | No |
Account Balances & Payments | Yes | Yes | No | Yes | No |
View Products | Yes | Yes | Yes | No | Yes |
View Account Price and CMP Price | Yes | Yes | Yes | No | No |
CMP Price Only | No | No | No | No | Yes |
Place Order | Yes | Yes | Yes | No | Yes |
Create Quote | Yes | Yes | Yes | No | Yes |
Manage Users | Yes | Yes | No | No | No |
Create Users | Yes | Yes | No | No | No |
Delete Users | Yes | No | No | No | No |