Hanna Help Center
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  • Items, inventory, and logistics
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Settings: Finance

  • Financial settings and their purpose
  • Formatting numbers, prices, and VAT
  • Debtors, salesperson, balances, and overpayments
  • Locking Sales Transactions
  • Invoices settings and automated actions
  • Financial document PDF content
  • Prepayment and Credit Note settings
  • Opportunities financial settings
  • Cash receipt and disbursement vouchers and payment methods
  • Expenses approval and editing limits

Categories

  • Data Security and Reliability
  • Settings: Custom Fields
  • Integrations
  • API and MCP
  • Staff, roles, and permissions
  • Settings: Miscellaneous
  • Settings: Charts
  • Settings: Tags
  • Settings: Scheduled automation
  • Settings: PDF
  • Settings: Calendar
  • Settings: Leads
  • Settings: Tickets
  • Settings: Documents
  • Settings: Tasks
  • Settings: Inventory
  • Settings: Finance
  • Settings: Email
  • Settings: Notifications
  • Settings: General settings
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