General
General
General documentation covers the shared operational areas of Delfis outside the dedicated document, partner, and IMS categories.
Daily Work
- Dashboard - Your main operational overview after login
- Documents Overview - How the unified documents area is organized
- Reports - Generate previews and exports from report templates
- Task Tracking - Follow and update tracked work items
- Cash Register - Fiscal cash-register access and module-gated behavior
Team Administration
- Admin Panel Overview - What you can configure in team settings
- Company Settings - Company identity and default team data
- Team Members - Invite and manage access for other users
- Locations - Maintain business locations and points of sale
- Security - Review security-related team controls
- Fiscal Settings - Country-specific fiscal configuration
- Localization Settings - Team-wide localization and number settings
- Support Requests - View submitted support requests
Existing Reference Pages
- User Settings - Customize your own account preferences
- User Management - Understand personal settings and team member access responsibilities
- Price List Management - Reuse product and item pricing across document workflows
- Activity Logs - See where to review security and operational history