General

How can I enter a new Bank account into the system?

If you wish to be able to modify, deactivate, or delete existing Bank Accounts or add new ones. These actions can be done in Administration.1. Go to Administration under your name on the top right sid...

How to add shipping services?

If you wish to add new Shipping Services in the system, you just need to follow these simple steps:1-Go to the upper right corner and click "administration" on the menu under your name.2- Scroll down...

How to add an online signature to a report?

After our team enables the online signature feature for your company, every employee who is going to use it must set a signature in his Profile and Approve its use. For visual aid, you can check the i...

How Can I Create Employees and Assign Types to Them?

To create a new Employee you first need to get to the "Employees" module:.Then, you have to click on the "New Employee" button to the right: .Afterwards, a window will pop up for you to fill in the ne...

How Can I Compress Files in Order to Upload Them?

When uploading files to the system's various browsers, you may notice that there is a limit to the files' maximum size:.However, there is a possibility for you to upload a file that exceeds this limit...

How Can I Manage My Dashboard's Reminders?

The Dashboard can display a set of useful reminders that can be managed by yourself.. You can do this by going to the "My Profile" option and selecting the information that you wish to be reminded abo...

Why is it showing Access Forbidden Error when trying to log in to Smart 145?

When trying to log in to the system, the user’s account must not have any IP restriction set. This can be checked in the Users Management section of the Security module.1-      Go to Security/Users an...

How to access the web app on iPad

To access the Smart 145 web app on your iPad, you'll need to:1. Open Safari: Launch the Safari web browser on your iPad. Safari is the default web browser for iOS devices like iPads. 2. Enter the URL:...

How can I have a personalized email address and sender set up for my company account emails?

For your company to have a different email address or sender when sending emails and documents,  you may contact our Support Team and provide them with the desired email (an actual email address) and...

How can I register Exchanges Due/Exchanges Owed in Smart 145?

In the system, exchange processes can be registered at two ends depending on the role of the company in the exchange agreement.When your company sells an item expecting to receive another in exchange,...

How to add multiple email addresses to the "Send by Email" option?

When using the "Send by Email" option to send reports via Smart 145, it is possible to send it to multiple contacts at once. This can be done using the CC field in the "Send by Email" window. .This fi...

How can I establish the link between Smart 145 and Rotabull?

.To establish the link between Smart 145 and Rotabull first contact your Rotabull representative to request the API key, username, and password for your company. Once you have the credentials, email o...

How Can I Set Up Automatic Notifications for my Employees?

It is possible to set up different kinds of notifications. One of these are Employee Email Notifications. You will be able to set them up in the Administration dashboard; specifically in the " Employe...

How can you select which reports to print by setting your preferred reports as defaults in your profile?

 Set your default reports to be printed automatically when generating a Work Order or Sales Order. To configure this:Click My Profile under your name.Select the Module you want to configure.Choose the...

How to Access Your Account Using a Passkey in Smart 145

Smart 145 allows users to access their account using a passkey, providing a faster, more secure way to sign in without typing a password. What is a passkey?A passkey is a modern sign-in method that al...

Managing Documents with the Document Library

The Document Library module provides a centralized repository for storing and managing frequently used documents across your organization. By maintaining documents in a single location, users can quic...