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Administration & Settings – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Administration & Settings
Authentication & password
Supported SSO and authentication methods
Sign in to PlanMill using Google
Problems in login
Password expiration setting
Currencies
What currencies can be used for invoicing
How to update exchange rate
How to manage multi-currencies
Currency format
Import
add-on
Import users
Troubleshooting
Import data from a file
How to enable import access rights
Roles
How to edit role rights
How to create new roles
Default roles
Settings
Time report rounding
How to manage locked time periods
Get started introduction for Power users
Most common failure codes