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System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
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Configuring Options
Configuring Options
Customers
Phone Dialing
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YesPay
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Orders & Quotes
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Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
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Advanced POS Options
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Product Options
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Purchasing Options
Advanced Options
General
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Advanced Server Settings
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VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
Videos
FAQs
Forums
Contact us
Live Chat (Offline)
Find an Easify Reseller
Become a Reseller
Easify Version 3 Online Userguide
System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Users
Each person that uses Easify must have an Easify user account. When you first install Easify a single user named
Administrator
is created, the first time you launch Easify you are prompted to enter a password for the Easify
Administrator
account.
The administrator account has full permissions for all areas of Easify and is intended for use by managers or owners to administer Easify. We recommend that you choose a strong password for the administrator account and do not disclose it to anyone. Anyone else that requires access to Easify should have their own user account, these can be easily created as required.
User accounts in Easify are used not only for security i.e. when you login to Easify, but are also used to assign users to jobs, to record users hours from timesheets, and to log events to the Easify history log. Creating and using user accounts greatly increases the power of Easify within your organisation.
Additional Easify user accounts are created within Easify via the
Security -> Manage Users
menu on the main Easify window.
The
Manage Users
window displays a list of all the Easify users that have been created, and allows you to Add / Edit / Disable user accounts as desired.
Adding New Users
To add a new user, simply click the
Add
button in the
Manage Users
window.
Username:
Enter a username for the user. This will be the username that they log into easify with, and will also be the name that Easify uses when referring to that user for instance when assigning users to orders.
Email:
If the user has an email address you can enter it here. If you choose to use the internal notes system within the
Orders & Quotes
section of Easify, copies of internal notes will be sent to this address.
Receive email copy of all internal notes:
Tick this box and the user will receive a copy of every internal note added to orders in Easify, even if they are not assigned to the order. This is a handy feature for managers that wish to be kept up to date on all notes that flow through Easify.
Password:
Enter a password for the user. This will be the password they use when logging into Easify.
Note: There is no limit to how many users you can create in Easify, however each user that concurrently logs into Easify must have a valid Easify license.
Editing Users
To edit a users details, select the user in the
Manage Users
window and click the
Edit
button.
Change Password
button:
Click this button if you wish to change the users password.
User Permissions:
Use this list to select which permissions you wish the newly created user to have.
Click here for a full description of Easify user permissions...
Note: If you change a users permissions they will need to log off and back onto Easify before the changes will take effect.
Show Column Permissions:
Users can choose what columns of data appear in the main Easify screens such as Customers, Orders, Purchases and Products. Ticking this box will show the user permissions that allow or deny users from viewing the columns in the main Easify screens. There are a lot of columns that the user can have permission set for, so these are hidden by default in order to reduce clutter.
Reset Permissions to Defaults:
Click this button to apply the default set of user permissions for a user. Note that this will give the user a very restrictive set of permissions, and they will only be given basic access to columns.
Reset users hidden message boxes so that they all show again:
As users use Easify, some of the message boxes that appear have the option to "Don't show me this again". The need may arise to re-enable the display of a message box that was once hidden, clicking this button will reset all of the message boxes in Easify so that they will appear again.
Disabling User Accounts
In order for Easify to maintain the integrity of your data, you are not permitted to delete Easify user accounts. Instead you have the option of disabling user accounts that you no longer need.
To disable a user account, simply select the user whose account you wish to disable, and click the
Disable
button.
The
Only show enabled users
tick box in the
Manage Users
window allows you to choose to only view active user accounts. If you wish to view user accounts that have been disabled untick this box. You can re-enable a disabled user account by selecting the disabled account and clicking the
Enable
button.