Matthew Ronsani Posted September 4, 2018 Share Posted September 4, 2018 So I am looking for advice on the the best way to set Express Invoice for a 5 person office. We have a very large spreadsheet to deal with because each item we sell is unique and gets a unique item number. I'm able to upload our CSV to Inventoria and link it to Express Invoice. Now we do have 5 work stations in the office that would need access to the customer and order info in Express Invoice. I could install a copy on each work station and sync with dropbox, but the syncing information part seems to be quite long. Is there a better way to do this? I've thought about using web access and creating a web account for each sales person, but I am having an issue when a order or invoice is entered using web access. I will put in the item number in the Item field, the info pops up as it should, but when i click out of the field, it switches to a different number by itself. Any advice is appreciated. Thank you. Link to comment Share on other sites More sharing options...
Mary Quality Posted September 15, 2018 Share Posted September 15, 2018 I'm having the same problem here. Been looking everywhere for a possible solution or way around it. Also, I'd like to be able to assign user "levels/types" so only admins have access to deleting/modifying things. Right now anyone can just delete an invoice/item and I have no way of knowing who did it and when it happened. This creates a serious security problem for my small business and it's the only reason why I don't use this software as much as I'd like. ? Link to comment Share on other sites More sharing options...
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