FAQ – Frequently Asked Questions
If you encounter a challenge theres always an answer. Here we have listed some of the questions and answers we often receive in our support. So take a look below and see if you find your answer there.
Call our support 7734 7834, if you did’nt find the answer.
If you forgot or lost your password you should talk to your Administrator. He/she can change your password in the controlpanel.
If the Administrator lost their password it can be reset at app.apacta.com. Choose ‘Forgot Password’ and you receive an email with instructions on how to reset.
If you want to see or edit your information you can always do so in the Control panel.
Choose ‘Settings’ in the top right corner. That brings your to the General Settings and is where you edit ex. Tax number, Company Name, upload logo etc.
Theres also a menu with ‘Contact Information’ where you can edit email-address and/or phone number.
You can always create new users in the menu ‘Employees’ in the Control Panel. In the upper right corner there is a button for ‘Create Employee’.
Fill the form with the employees details and remember to click ‘Save’ in the bottom right corner when done.
If you want to see their registrations you enter the Control Panel and choose ‘Employees’. Then choose ‘Overview All’.
In the upper right corner by the Calendar you can select the timeperiod you want to see.
With the period selected you can now see all employee registrations and choose 3 ways for the view: Specified, Summed and Weekly Schedule.
If you want to cancel a registration you can do so in the Control Panel. Go to the order on which the registration were made. When you enter the order select ‘All registrations’ and you will find all registrations made on the Order.
Identify the registration you want to delete and in the ‘Actions’ menu you select ‘Delete’ and the registration will be gone.
NOTE: It can not be recreated when deleted!
By default employees can only edit or create registrations for the previous 3 days. This is a setting that can be changed in the Control Panel.
Go to ‘Settings’, choose ‘App’ and scroll to the bottom. There you will find the setting ‘Number of days to edit a registration’. In the drop-down menu change the number of days to your preference and ‘Save’.
Yes, but to do so the feature must be enabled in the Control Panel. Go to ‘Settings’ and choose ‘Advanced Settings’. Go to ‘App’ and scroll to ‘Order Creation’.
If you want to be able to create orders in the app select ‘Yes’.
In the app you can now select ‘Choose Order’. Type the name of the new Order and you will now have an option to ‘Create new Order’.
WHen you need to invoice a customer you do so in the Control Panel.
First select ‘Orders’ and choose the order to invoice. In the ‘Order Overview’ click the green button ‘New Invoice’. From here you edit tme template of the invoice, which lines to include etc.
When you are done editing your invoice choose ‘Go to Invoice Draft’.
You can now either send it directly to the customer or transfer it to your Economic System, if you have connected Apacte with that. If so just choose ‘Invoice’ and set the right status on the Order. In ‘Send Invoice?’ just select ‘No’. Now the Invoice gets created in a folder typically named Drafts in your economic system.
If ou want to send it directly to the customer, choose ‘Invoice’, set the correct status and in ‘Send Invoice?’ select ‘To Customer’ instead.
Apacta offers payment through Bank transfers and ofcourse automatic card payment.
If you have grown tired of receiving copies in your mailbox when new registrations are made, you can easily disable it.
In the Control Panel shoose ‘Settings’ in the top right corner. In your General Settings there is a menu for ‘Contact Information’. In there you can remove your email from the field ‘Receive copy on mail’ and you will no longer receive copies.
When you need your Economic or Salary system connected with Apacta, you do so in the Control Panel.
Choose ‘Settings’ in the top right corner. Choose the menu ‘Connections’. In here you can choose either economic system or salary system.
From here it is pretty simple. Just selec the connection you want to configure and ‘Save’. Depending on the system there will be a few further configurations, such as if you want to import contacts and/or other data from the system.
Questions? Contact Support
Phone: +45 7734 7834 – Mail: [email protected]
