jaz-clio 4.35.2 → 4.46.0

package/assets/skills/api/help-center-mirror/contacts.md

@@ -98,103 +98,102 @@ Source: https://help.jaz.ai/en/articles/9724455-contact-s-sales-activity-pdf
 ### Contacts
 Source: https://help.jaz.ai/en/articles/8938009-contacts
 
-**Q1. How do I modify (edit/delete) a contact?**
+**Q1. What is a contact?**
 
-- Edit/Delete options can be found under the 3 dot menu for a contact.
-- **Note**: If a contact is deleted, you will not be able to undo the action or retrieve the deleted contact.**Q2. How do I view all business transactions related to a contact?**
+- Contacts are the business or people that you engage with. These can be suppliers, customers, or both.
 
-- In the **Home**screen, search for a contact
-- You should see a list of transactions related to the contact.
+**Q2. How do I add a contact?**
 
-**Q3. Can I assign a specific currency to a contact? Can I later change the currency?**
+- Head over to **Contacts** > +**Add New ContactQ3. Can I add contacts in bulk?**
 
-- Yes, you can assign a currency to a contact. See [What are the transaction settings?](#h_8f7ef2e284)for more information.
-- You can change the contact's currency afterward by editing the contact.
+- Yes, you can import contacts in bulk.
+- You can import up to a maximum of 5,000
 
-**Q4. What are payment terms, and how do I set them for a contact?**
+**Q4. Can I create a contact that is both a customer & supplier?**
 
-- **Payment terms**refer to the maximum duration that a customer has from the date of a transaction to make payment. This affects the due date of a transaction.
-- If the payment terms is 7 days, then a customer needs to make payment for an invoice within 7 days.
-- To set them for a contact, refer to [What are transaction settings?](#h_8f7ef2e284)
+- Yes, just switch on the toggles for both **This contact is a Customer**and **This contact is a Supplier.Q5. How do I modify (edit/delete) a contact?**
 
-**Q5. What are transaction settings for a contact?**
+- Edit/Delete options can be found under the 3 dot menu for a contact.
+- **Note**: If a contact is deleted, you will not be able to undo the action or retrieve the deleted contact.**Q6. How do I edit contacts in bulk?**
 
-- **Transaction level settings** for a contact which will be fetched and used to auto-fill a transaction based on the contact selected.
-- Some transaction settings include the default customer payment terms, and default GST profile.
-  - For a full overview of the transaction settings available, refer to the options inside the Jaz App.
+- To edit in bulk, choose **Import Contacts** and download the**Template**.
+- Use the template to edit your current contacts.
+  - Note: do not edit or enter values in "Unique ID". This will cause import errors.
 
-**Q6. I see an option for Jaz Magic under the transaction settings. What is this for?**
+**Q7. How do I delete contacts in bulk?**
 
-- You canindicate if Jaz Magic should be used for attachments in transactions associated with this contact.
-  - For more information about how Jaz Magic works, see [Jaz Magic](https://help.jaz.ai/en/articles/9094452-jaz-magic-import-attachments)
+- Tick the boxes of the contacts you wish to delete in bulk and click the delete button.
 
-**Q7. What is the "invoice notes" section for a contact?**
+**Q8. How do I add in an email for a contact?**
 
-- This serves as a default for invoice notes when creating invoices with this contact.
-- Any information filled in this box will be used when you create a new invoice with the contact.
-- **Tip:**Invoice notes can be useful for keeping track of information relating to the contact, such as bank account or payment information!
+- Under **Contact Emails**, you can define one or more emails to be associated with a contact.
+- To add multiple emails, enter a label and email, click "Add New Line" or press CTRL+i, and repeat.
 
-**Q8. Can I create a contact that is both a customer & supplier?**
+**Q9. Can I attach documents to a contact?**
 
-- Yes, just switch on the toggles for both **This contact is a Customer**and **This contact is a Supplier.Q9. What currency is the You Owe/They Owe column amounts in? Can I change the display currency?**
+- Yes, documents can be attached to contacts for easier management.
 
-- The amounts in these columns will always be in **your organization's base currency**, not the contact's currency.
-- It is not possible to change the display currency.
-- If the contact is used to create transactions in foreign currency, the "You owe / they owe" amount will be calculated with today's exchange rate rather than the rates at which the original transactions were created.
+**Q10. What are transaction settings for a contact?**
 
-**Q10. What happens if my contact does not have an email set? Can I still send them invoices via email?**
+- **Transaction level settings** for a contact which will be fetched and used to autofill a transaction based on the contact selected.
+- Some transaction settings include the default customer payment terms, and default GST profile.
 
-- You will not be able to trigger invoices or other transaction documents via email within Jaz. You will have to download them and send the documents outside of Jaz.
+**Q11. What are payment terms, and how do I set them for a contact?**
 
-**Q11. How can I view the sales activity for a particular period for a contact?**
+- **Payment terms**refer to the maximum duration that a customer has from the date of a transaction to make payment. This affects the due date of a transaction.
+- If the payment terms is 7 days, then a customer needs to make payment for an invoice within 7 days.
+- To set them for a contact, refer to [What are transaction settings](#h_ddb0977032)?
 
-- You can search for a contact in the invoices tab and filter further to get the sales activity for a particular period.
-- You can also download all the sales activity information relating to the contact.
-  - Within the contact details for the contact, you will be able to download the Sales Activity for all transactions relating to the contact.
-  - You can select a **Start Date**to define a time rangewhen downloading the Sales Activity PDF.
+**Q12. Can I assign a specific currency to a contact? Can I later change the currency?**
 
-**Q12. How can I view all journal entries where a contact is used?**
+- Yes, you can assign a currency to a contact. See [What are the transaction settings?](#h_ddb0977032) for more information.
+- You can change the contact's currency afterward by editing the contact.
 
-- You can search for the contact in the journal tab.
-- Another way you can do this is to download all the journal entries relating to the contact.
-  - Within the contact details for the contact, you will be able to download the journal entries relating to the contact.
-  - Activity and Journal Entries PDF/Excel for all transactions relating to the contact.
-  - You can select a **Start Date**to define a time rangewhen downloading the Journal Entries Excel.
+**Q13. What is the "invoice notes" section for a contact?**
 
-**Q13. If I delete a contact, will it change anything in the transactions where I used that contact before?**
+- This serves as a default for invoice notes when creating invoices with this contact.
+- Any information filled in this box will be used when you create a new invoice with the contact.
+- **Note:**Invoice notes can be useful for keeping track of information relating to the contact, such as bank account or payment information.
 
-- No, it will not. The contact will still be recorded in previous transactions.
-- However, you will not be able to select the contact in further transactions.
+**Q14. Can I set custom templates per contact?**
 
-**Q14. If I delete a contact, will it impact my financial reports?**
+- Yes, you can assign contact-specific default PDF and email templates. If none is set, the organization’s default template applies.
 
-- No, deleting a contact has no impact on your financial reports.
+**Q15. Can I add custom fields for contacts?**
 
-**Q15. What does Jaz magic default setting control?**
+- Yes, you can apply custom fields to contacts. Use this to further add custom details to your contacts.
 
-- Jaz Magic will try to extract and autofill data from an invoice or bill attachment for you.
-- The Jaz magic default setting controls what parts of invoice or bill attachments should be automatically extracted and filled, such as the invoice line items, or invoice summary total or to not autofill any data at all.
-- For more information on Jaz Magic, see [Jaz Magic](https://help.jaz.ai/en/articles/9094452-jaz-magic-import-attachments)
+**Q16. What is the Jaz Magic setting in a contact? What does it do?**
 
-**Q16. Can I create contacts in bulk?**
+- Jaz Magic default setting controls how data from invoice, bill, credit and supplier credit note attachments is automatically extracted when creating transactions for that contact.
+  - **Autofill Line Items:** Extracts each line separately. Ideal for different accounts or tax profiles.
+  - **Autofill Summary Totals:** Extracts total amount only. Ideal for quick entry.
+  - **Autofill Off:** Enter details manually.**Q17. What happens if my contact does not have an email set? Can I still send them invoices via email?**
 
-- To create contacts in bulk, make use of the Import Contacts function. For more information, refer to [Import Contacts.](https://help.jaz.ai/en/articles/9115782-import-contacts)
+- You will not be able to trigger invoices or other transaction documents via email within Jaz. You will have to download them and send the documents outside of Jaz.
 
-**Q17. How do I add in an email for a contact?**
+**Q18. How can I view the customer statement for a particular period for a contact?**
 
-- Under **Contact Emails**, you can define one or more emails to be associated with a contact.
-- To add in multiple emails, type in one email, press **Enter**, and key in the next.**Q18. Can I attach documents to a contact?**
+- Go to **Contacts** >**Choose a Customer** > Click on the **download icon** > choose a**period** to download the customer statement
 
-- Yes, documents can be attached to contacts for easier management.
+**Q19. How do I view all business transactions related to a contact?**
+
+- In the **Home**screen, search for a contact
+- You should see a list of transactions related to the contact.
 
-**Q19. Can I assign WHT Code defaults for contacts?**
+**Q20. What currency is the You Owe/They Owe column amounts in? Can I change the display currency?**
 
-- Yes, you can assign default WHT code to a supplier contact.
-- When a contact is applied to a Bill Transaction, the WHT code is automatically applied to line items based on the contact’s default.
-- You can also assign default WHT code during importing
+- The amounts in these columns will always be in **your organization's base currency**, not the contact's currency.
+- It is not possible to change the display currency.
+- If the contact is used to create transactions in foreign currency, the "You owe / they owe" amount will be calculated with today's exchange rate rather than the rates at which the original transactions were created.
 
-**Q20. Can I set custom templates per contact?**
+**Q21. If I delete a contact, will it change anything in the transactions where I used that contact before?**
 
-- Yes, you can assign contact-specific default PDF and email templates. If none is set, the organization’s default template applies.
+- No, it will not. The contact will still be recorded in previous transactions.
+- However, you will not be able to select the contact in further transactions.
+
+**Q22. If I delete a contact, will it impact my financial reports?**
+
+- No, deleting a contact has no impact on your financial reports.
 
 ---

package/assets/skills/api/help-center-mirror/get-started.md

@@ -292,12 +292,17 @@ Source: https://help.jaz.ai/en/articles/11710415-choosing-plans-add-ons
 - During checkout, you can choose which billing account to use
 - You can set the billing frequency: Monthly, Quarterly, Yearly, Pay-as-you-go
 
-**Q4. My account balance is insufficient, what to do?**
+**Q4. How do I add extra custom users?**
+
+- Go to **Settings** >**Plans & Add-ons** > **Manage Plans**
+- Tick the Extra Custom Users box and input the additional custom users you need.
+
+**Q5. My account balance is insufficient, what to do?**
 
 - You can recharge your account balance directly from the checkout experience.
 - Select the payment method and then add funds
 
-**Q5. My Plans & Add-ons indicate that I am currently on a free trial. Will my subscription renew automatically?**
+**Q6. My Plans & Add-ons indicate that I am currently on a free trial. Will my subscription renew automatically?**
 
 - Your subscription will only renew automatically if you set up a billing account and transition to a recurring plan. You can manage this under Plans & Add-ons.