開始之前
登入並有權存取預期的業務工作區。
該怎麼辦
- 開啟Midas，讓工作區完成載入。
- 在查看或編輯記錄之前檢查活動業務和工作區。
- 開啟相關客戶、發票、產品或報告部分。
接下來會發生什麼
您使用預期的業務記錄。
如果出現問題
如果記錄遺失，請先檢查載入、篩選器和工作區。 共享 Account 身分並未授予每個企業存取權限。
如何選擇正確的Midas工作空間？
Midas 將帳單資訊保留在其授權工作空間內。
相關指南
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.