Search Knowledge Base Articles

Mobile SFA — Settings (how to use)

← Back to Mobile SFA overview

Settings

Module: Mobile SFA

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Mobile SFA.
  3. Click Settings.
  4. Direct route (for admins): admin/mobile_sfa/mobile_sfa_settings

What this screen is for

Module configuration — defaults, sync, API, multi-company.

How to use — step by step

  1. Review each settings tab (general, sync, API, tax defaults).
  2. Set default accounts, prefixes, and approval rules.
  3. Enable BIXCRM sync options and map payment modes if shown.
  4. Save and test with one sample transaction.

Common buttons & actions

  • Save settings
  • Test sync
  • Create API key

Required permissions

Staff need the msfa_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Mobile SFA overview for module-wide workflows, API, and setup.

Did you find this article useful?

Related Articles