开始之前
登录并有权访问预期的业务工作区。
该怎么办
- 打开Midas，让工作区完成加载。
- 在查看或编辑记录之前检查活动业务和工作区。
- 打开相关客户、发票、产品或报告部分。
接下来会发生什么
您使用预期的业务记录。
如果出现问题
如果记录丢失，请首先检查加载、过滤器和工作区。 共享 Account 身份并不授予每个企业访问权限。
如何选择正确的Midas工作空间？
Midas 将账单信息保留在其授权工作空间内。
相关指南
Midas
How do I choose a document layout, visible fields and logo?
Document presentation controls select the layout and visible fields for an eligible billing document. They are separate from the underlying invoice amounts and company information.
Midas
How do I add, check or remove billing attachments?
The Attachments controls let you select files for a supported draft or delivery. Uploading a file, saving a draft and sending email are separate outcomes.
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.