User DocsSecureIO essentialsStagesActivitiesReportingSearch, filter, and group recordsSecureIO rich-text editorContactsMerge contactsExport and import dataIn-app purchases (IAP)Keyboard shortcutsProperty fieldsProduct catalogFinanceAccounting and InvoicingGet startedAccounting cheat sheetChart of accountsConsolidationJournalsMulti-currency systemAverage price on returned goodsTax unitsInventory valuationTaxesCash basis taxesTax computationWithholding taxesVAT numbers verification (VIES)Fiscal positions (tax and account mapping)Avalara integrationAvaTax useAvalara (Avatax) portalEU intra-community distance sellingB2B (tax excluded) and B2C (tax included) pricingCustomer invoicesInvoicing processesDelivery and invoice addressesPayment terms and installment plansDefault terms and conditions (T&C)Cash discounts and tax reductionCredit notes and refundsCash roundingDeferred revenuesElectronic invoicing (EDI)Invoice sequenceSnailmailEPC QR codesIncotermsVendor billsDocument digitizationNon-current assets and fixed assetsDeferred expensesVendor bill sequencePaymentsBatch paymentsSEPA paymentsFollow-up on invoicesPay by checksBank and cash accountsBank synchronizationPontoBasiqTransactionsBank reconciliationReconciliation modelsInternal transfersManage a bank account in a foreign currencyLoans managementReportingTax return (VAT report)Tax carryoverAnalytic accountingBudgetsAnnual/Audit reportIntrastatData inalterability check reportSilverfin integrationCustom reportsYear-end closingExpensesExpense categoriesExpense cardsLog expensesSubmit expensesProcess expensesPost expensesReimburse employeesReinvoice expensesExpenses analysisOnline paymentsAdyenAmazon Payment ServicesAsiaPayAuthorize.netBuckarooDemoDPO PayECPayFlutterwaveIyzicoMercado PagoMollieNuveiPaymobPayPalPayURazorpayRedsysStripeToss PaymentsWorldlineXenditBank paymentsFiscal localizationsArgentinaAustraliaAustriaBelgiumBrazilCanadaChileChinaColombiaCroatiaDenmarkDominican RepublicEcuadorEgyptFranceGermanyGuatemalaHong KongHungaryIndiaIndonesiaItalyJordanKenyaLuxembourgMalaysiaMexicoNetherlandsNew ZealandOmanPeruPhilippinesPolandRomaniaSaudi ArabiaSingaporeSpainSwitzerlandTaiwanThailandTürkiyeUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVietnamESGSalesCRMOrganize the pipelineLost opportunitiesMerge similar leads and opportunitiesManage sales teamsAcquire leadsConvert leads into opportunitiesCreate opportunities from web contact formsCreate leads (from email or manually)Create and send quotationsLead miningAssign and track leadsAssign leads with predictive lead scoringUnattended leads reportQuality leads reportResellersMarketing attribution reportsLead distribution reportAnalyze performancePipeline AnalysisExpected revenue reportForecast reportOptimize your Day-to-Day workPartner autocompleteCRM GamificationCRM activities and activity plansLead enrichmentMembership / Partnership moduleSalesSales quotationsCreate quotationsQuotation & section templatesMarginsOptional productsOnline signatures for order confirmationsOnline payment order confirmationQuotation deadlinesDeliveries and invoices to different addressesProduct variants on quotations and sales ordersPDF quote builderConfigure dynamic form fields in PDFsAdd PDFs to a quoteAdd a PDF or a URL to a productCustom email signaturesInvoicing MethodInvoicing policiesDown paymentsPro-forma invoicesInvoicing based on time and materialsInvoice project milestonesProducts & PricesManage your productsImport productsProduct variantsManage your pricingPricelistsForeign currenciesDiscountsReturns and refundsUse eWallets and gift cardsDiscount and loyalty programsCommissionsAmazon ConnectorAmazon Connector featuresAmazon Connector configurationAmazon order managementTracking lot or serial number products with FBA ordersShopee ConnectorShopee Connector featuresShopee Connector configurationShopee order managementLazada ConnectorLazada Connector featuresLazada Connector configurationLazada order managementTikTok ConnectorTikTok Shop connector featuresTikTok Shop connector configurationTikTok Shop order managementGelatoPoint of SaleWorkflowReceiptsInvoicesProductsHardware and networkLocal Network AccessIoT connectionReceipt printersElectronic shelf labelsCustomer displayScaleSelf-signed certificate for ePOS printersShop featuresRestaurant featuresUrbanPiperExtra featuresMulti-employee managementPreparation displaySelf-orderingPresetsPricing featuresPayment methodsCash machinesCashdroCashmaticGloryCustomer accountQR code paymentsPayment terminalsAdyenDPO PayMercado PagoMolliePine LabsQFPayRazorpaySIXStripeTyroViva.comWorldline & Axepta BNP ParibasReportingSubscriptionsSubscriptions in the eCommerce shopUpsell subscriptionsRenew subscriptionsClose subscriptionsSubscription reportsSubscriptions and automatic paymentsSubscriptions with deliveriesSubscriptions and loyalty programsRentalConfigure productsRental product typePhysical rental productsPhysical service rental productsLabor service rental productsRental ordersRental Orders dashboardCreate a rental orderPick up and return rental productsManage depositsWebsitesWebsiteWebsite creationWeb designBuilding blocksFormsGeneral themeElementsVisibilityStructurePagesHeaders and footersSearch Engine Optimization (SEO)ConfigurationDomain namesGoogle Search ConsoleCookies barTranslationsMultiple websitesForms spam protectionSet up a content delivery network (CDN)ReportingWebsite analyticsLink trackerMail groupseCommerceConfigurationProductsCategories and variantsPricesCustomer accountsB2B and B2CeCommerce designProduct pageProduct catalogAdditional featuresOrdering and checkoutDeliveriesPaymentsOrder handlingPerformance managementGoogle Merchant CentereLearningForumBlogLive ChatRatingsCommands and canned responsesChatbotsReportsParticipate in live chatInformation panelExpertiseSupply ChainInventoryProduct managementConfigure productProduct typeUnits of measurePackagesPack-in-packPackagingProduct trackingSerial numbersLot numbersReassign lot/serial numbersExpiration datesWarehouses and storageInventory managementWarehousesLocationsOperation typesInventory adjustmentsCycle countsScrap inventoryReplenishmentReplenish on order (MTO)Reordering rulesJust-in-time logicReplenishment reportLead timesInter-warehouse replenishmentReportingForecasted reportAllocation reportStock reportDetailed Stock reportMoves history reportMoves analysis reportInventory dashboardsShipping and receivingInbound and outbound flowsRoutes and push/pull rulesOne-step receipt and deliveryTwo-step receipt and deliveryThree-step receiptThree-step deliveryPutaway rulesStorage categoriesConsignment: buy and sell stock without owning itDropshippingDelivery methodsAdd a new delivery methodThird-party shipping carriersPrint shipping labelsBpost integrationDHL integrationEasyPost integrationEnvia.com integrationFedEx integrationSendcloud integrationShiprocket integrationShipStation integrationStarshipit shippingUPS integrationUSPS integrationZebra label configurationHow to cancel a shipping request to a shipper?Shipping cost invoicingChange shipping label sizeMulti-package shipmentsPrintable delivery PDFsDispatch management systemReservation methodsAt confirmation reservationManual reservationBefore scheduled date reservationPicking methodsBatch pickingCluster pickingWave transfersRemoval strategiesFIFO removalLIFO removalFEFO removalClosest location removalLeast packages removalInventory valuationValuation cheat sheetValuation of stock movements and inventory operationsLanded costsValuation by lots/serial numbersAccount for scrapped goodsManufacturingBasic setupManufacturing product configurationBill of materialsManufacturing orders and work ordersOne-step manufacturingTwo-step manufacturingThree-step manufacturingManufacturing order costsWork-in-progress costsAdvanced configurationManaging BoMs for product variantsKitsMultilevel BoMsWork centersWork order dependenciesWorkflowsMaster production scheduleContinuous productionWork center time offScrap during manufacturingManufacturing backordersSplit and merge manufacturing ordersUnbuild ordersBy-ProductsDismantle products into componentsContinuous product improvementManufacture with lots and serial numbersShop FloorShop Floor overviewShop Floor time trackingSubcontractingBasic subcontractingResupply subcontractingDropship to subcontractorReportingProduction overviewDelaysOverall equipment effectivenessProduction analysisPurchaseProductsImport vendor pricelistConfigure reordering rulesTemporary reordering rulesManage dealsRequests for quotationBlanket ordersCall for tendersPurchase templatesControl policiesManage vendor billsAdvancedSuggest quantities based on historical demandPurchase Analysis reportVendor costs reportProcurement expenses reportEDI purchase-to-sales order importPurchase & Vendor analysis dashboardBarcodeSetupBarcode device troubleshootingBarcode scanner setupProduct and location barcodesBarcode LookupBarcodes for lot and serial numbersOperation types and commandsRFIDDaily operationsAdjust inventory with barcodesProcess receipts and deliveries with barcodesProcess batch transfersCreate and process transfers with barcodesDefault barcode nomenclatureGS1 barcode nomenclatureGS1 barcode usageManage inventory with RFIDRetrieve EPC codesQualityQuality control basicsQuality control pointsQuality alertsQuality checksFailure locationsQuality check typesInstructions quality checkPass - Fail quality checkMeasure quality checkTake a Picture quality checkMaintenanceAdd new equipmentMaintenance calendarMaintenance requestsMaintenance setupProduct lifecycle managementChange managementEngineering change ordersECO types and stagesVersion controlProject managementApprovalsRepairsRepair ordersHuman resourcesAttendancesCheck in and outKiosksBioTime integrationOnboardingWork approvals and overtimeAttendance logsOvertime rulesetsHardwareAttendance reportingTime off ledgerEmployeesNew employeesOnboardingWorking hoursDepartmentsLearningCertificationsBadgesEquipmentSkills inventoryOffboardingArchive employeesTraining attendancesAppraisalsSchedule appraisalsConduct appraisalsAppraisal templates360 FeedbackGoalsAppraisal analysisSkills evolutionFrontdeskVisitorsFleetModels & manufacturersAdding vehiclesServicesAccidentsCost analysis reportOdometer analysis reportPayrollContractsSalariesSalary rulesWork entriesWorking schedulesTime off to reportSalary adjustmentsPayslipsPay runsCommissionsHeadcount reportWork entry analysisPayroll localizationsAustraliaBelgiumEgyptHong KongIndiaJordanKenyaMexicoOmanSaudi ArabiaTürkiyeUnited Arab EmiratesUnited StatesEmployment Hero PayrollTime offTime off typesAccrual plansPublic holidaysMandatory daysAllocationsRequest time offMy timeManagementReportingRecruitmentJob positionsPost job positionsRecruitment flowAdd applicantsSchedule interviewsOffer job positionsRefuse applicantsApplication analysisSource analysisHiring velocityTeam performanceReferralsShare job positionsReferral pointsRewardsAlertsEmployees referral analysisRewards reportPoints reportLunchVendorsProductsOrdersManage user accountsLunch managementMarketingEmail MarketingMailing listsManage unsubscriptions (blacklist)Lost leads reactivation emailAnalyze metricsSMS MarketingBasic SMS setupCreate SMS messagesSMS analysisSMS campaign settingsMailing lists and blacklistsSMS Pricing and FAQSMS via TwilioSocial MarketingSocial postsSocial marketing campaignsMarketing AutomationAudience targetingCampaign workflow activitiesTest and run campaignsCampaign metricsCampaign templatesDouble opt-inEventsSetupCreate eventsEvent templatesPromote and monetizeSell event ticketsGenerate leads from eventsEvent sponsorsEvent boothsAttendee experienceMultiple slotsEvent tracksTalks, proposals, and agendaRegistration DeskReportingRevenues reportAttendees reportMarketing CardSurveysCreate surveysScoring surveysCreate questionsLive Session surveysSurvey analysisServicesProjectProject managementProject dashboardProject profitabilityProject milestonesProject templatesTask managementTask stages and statusesTask creationRecurring tasksSub-tasksTask dependenciesTimesheetsTimesheet billing rates and leaderboardTime off entriesTimesheet assistantPlanningField serviceHelpdeskOverviewReceiving ticketsHelp CenterService level agreements (SLA)ReportingCustomer ratingsAdvancedAfter-Sales servicesClose ticketsTrack and bill timeProductivityDocumentsSignRequest a signatureSign a documentSecurity and authenticationConfigurationValidity of electronic signaturesSpreadsheetGet startedInsert and link to SecureIO dataInsert a listInsert a pivot tableInsert a chartInsert clickable linksInsert financial dataWork with dataPivot tablesFunctionsGlobal filtersPresent and visualize dataChartsConditional formattingShare and collaborateDashboardsBuild and customize dashboardsMy DashboardKnowledgeCalendarOutlook Calendar synchronizationGoogle Calendar synchronizationAppointmentsAppointment typesCreate opportunities from appointmentsGoogle reserve integrationDiscussUse channels for team communicationConfigure ICE servers with TwilioChatterCanned responsesData CleaningWhatsAppPhoneConfigurationCall flowsAxivoxSecureIO Phone with AxivoxManage users in AxivoxVoicemails and audio messagesDynamic caller IDConference callsDial plan basicsAdvanced dial plansCall queuesSecureIO Phone with DIDWWSecureIO Phone with OnSIPPhone widgetDevices and integrationsSales calls with SecureIO PhoneSupport calls with SecureIO PhoneTo-doAIAI API keysAI agentsAI default promptsAI document sortAI fieldsGenerate images with AIAI live chatAI server actionsAI in email templatesAI voice transcriptionWrite and improve text with AIAI in support workflowsAI MCP serverAvailable MCP toolsStudioFields and widgetsViewsModels, modules, and appsAutomation rulesWebhooksPDF reportsApproval rulesGeneral settingsApps and modulesUsersChange languagesTwo-factor authenticationAccess rightsUser portalsGranting portal accessUpdating portal infoFacebook sign-in authenticationGoogle Sign-In AuthenticationMicrosoft Azure sign-in authenticationLDAP authenticationCompaniesMulti-companyDigest emailsEmail templatesInternet of Things (IoT)IoT BoxWindows virtual IoTIoT connection to SecureIOAdvancedTroubleshootingIoT system updatesIoT box SSH connectionDevicesConnect a printerConnect a scaleConnect a screenConnect a measurement toolConnect a cameraConnect a footswitchCommunication in SecureIO by emailManage inbound messagesManage outbound messagesConfigure DNS records to send emails in SecureIOConnect Microsoft Outlook 365 to SecureIO using Azure OAuthConnect Gmail to SecureIO using Google OAuthMailjet APICommon emailing issues and solutionsIntegrationsMail pluginsOutlook pluginGmail PluginUnsplashAddress autocompleteGeolocationGoogle TranslateCloud StorageDeveloper mode (debug mode)Offline mode
