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System administration

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Instructions for system administrators.

  • Update localities reference data records to the latest data
  • Use Lumary's GL codes to populate Xero account codes

Change a record layout

  • Introduction to changing a page layout
  • Add a field to a default record layout
  • Identify a customised page layout and add a field
  • Identify a customised Lightning page layout and add a field
  • Add a tab and/or component to a customised Lightning page layout
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