For the complete documentation index, see llms.txt. This page is also available as Markdown.

Setup & Administration

Administration module for Bevica Select: users, permission sets, Bevica setup, change log, email setup, number series, and operational checks.

Administration covers environment structure, users, security, and core system setup.

Use this module when you’re setting up your live tenant and support model.

Before you start

Environment structure

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New users

Licence changes and new licences are handled via support.

Once a user exists, you normally configure User Setup and User Settings.

User Setup

Search for User Setup and review these fields:

  • Allow Posting From / Allow Posting To (if they are different to the dates in General Ledger Setup)

  • Salesperson/Purchaser Code

  • Allow Release Held Sales Order

  • Invoice Posting Policy (see link below)

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User Settings

Search for User Settings and set:

  • Role: Bevica Finance or Bevica Operations

  • Language: English (United Kingdom)

  • Region: English (United Kingdom)

  • Company: live company (users can switch via My Settings unless restricted)

Permissions and security

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Bevica Setup

Bevica Setup is where Bevica-specific functionality is configured.

Most values are preconfigured in Bevica Select.

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Auditing changes (optional)

Change Log and Field Monitoring

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Emailing documents (setup)

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Number series

You can amend number series if your internal references require it.

  1. Search for No. Series.

  2. Find the relevant series.

  3. Drill down on Starting No..

  4. Update Starting No. (and optionally Starting Date).

Bevica Select is often configured to keep the same document number on unposted and posted invoices/credit memos.

Reporting recap

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