开始之前
公司和账单变更需要相关工作区权限。
该怎么办
- 使用 Account 来表示个人身份和共享的区域偏好。
- 使用 Midas 公司或账单设置来获取其文档中显示的业务信息。
- 在更改默认值之前检查对新文档的影响。
- 更改后查看保存的设置和任何记录的历史记录。
接下来会发生什么
个人显示偏好和法律商业事实保持独立。
如果出现问题
更改显示货币不会重写现有发票。 根据业务需求而不是帮助示例来验证税务和法律决策。
哪些设置属于Midas而不是Account？
共享个人偏好和业务计费配置具有不同的目的。
相关指南
Midas
How do I prepare an estimate or delivery note and turn it into an invoice?
Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.
Midas
How do I create, review or pause recurring invoices?
A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.
Midas
How do I import a bank statement and match a received payment?
Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.