How to Manage Your Project Information in ABOSS
ABOSS is a powerful project management tool that helps you stay organized and on top of your projects. One of the key features of ABOSS is the ability to manage your project information in one central location. If you have added this information, it will be used automatically when creating events and can therefore be automatically included in invoices. In this article, we will walk you through how to access and update your project information in ABOSS.
Table of Contents
Accessing the Settings Menu
Information, Contact Info, Financial Info, and Standard Info
Information
Contact Info
Financial Info
Standard Info
Conclusion
1. Accessing the Settings Menu
The first step to managing your project information is to access the Settings menu. This can be found on the left side of your screen. Simply click on the Settings option to open the menu.
If the button is not visible, it is either because you lack the necessary permissions or you haven't selected the correct project. Click on 'All Projects' in the top left to select the project you want to modify.
2. Information, Contact Info, Financial Info and Standard Info
Once you have opened the Settings menu, you will see these options: Contact Info, Financial Info and Standard Info These options allow you to manage different aspects of your project information.
Information
In the Information section, you can view the details of your account with ABOSS and upload a logo. This logo will be used in your emails and can be automatically added to your invoices.
To upload an image, simply drag and drop the file into your browser or click on the "here" text to select a file from your computer.
Contact Info
The Contact Info section is where you can register your contact information. This information will be used on your invoices, so it is important to keep it up to date.
Financial Info
The Financial Info section is where you can register your financial information. This information will also be used on your invoices. You can select your default currency, VAT percentage, and invoice deadline in this section.
Standard info
The Standard Info section contains all the fields that can be used within your event. If you fill them out here, they will be automatically added to any new event you create, so you only need to complete them once.
Conclusion
Managing your project information in ABOSS is quick and easy. By accessing the Settings menu, you can update your project information in one central location. This ensures that your project information is always accurate and up to date. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.