Xentral

Adrian Berger

Define the settings on your Xentral system

System settings

System settings - Overview

An overview of all topics in this category

Overview

Define your company address data

Translations

Labels / Tags

Custom fields (Free fields) for products, addresses, projects and documents

Required fields

Modules

Define basic settings for your Xentral system

Basic settings

Receipts Info Boxes - Extend Document Information

Text templates in documents

Email Templates: Configure Texts for Documents and Notifications (formerly Business Letter Templates)

Language of receipts and business documents (Language list)

Document Batch Processing

Text Modules

Formulas

FAQ - Belege Einstellungen

Document template (letterhead) and stationery

Documents Settings

Connecting your printer to Xentral

Set up label printer (Zebra GK420t) (Legacy)

Etikettenlayout für Artikel, Lager

Create Address Label in without a Carrier Integration

FAQ Printer and Spooler - Frequently Asked Questions

Printer

Connecting email accounts

Setting up the ticketing system

Using ticket templates

Email & Communication

System (System settings - global settings)

System Status

Automation via process starter

FAQ - System & Settings

Logger in Xentral

System & Global Settings

GDPR

About the AWS Cloud

Data Protect

Get information about cloud security and infrastructure topics

Cloud security and infrastructure

What do I do if the content in the infobox is cut off or line breaks?

FAQ System Settings

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

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Volume, creators and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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