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Knowledge Base
Admin
Accounting
Setup & Config
Ledger/Financials
Receivables
Payables
Taxes
Costing
Admin
Releases & Upgrading
Setup & Config
Database Administration
Users
Troubleshooting
Email
Employees
Reporting & Scripting
Data Import & Export
CRM
Setup & Config
Projects
Time & Expense
Incidents
Contacts & Accounts
Opportunities
Characteristics
Addresses
Tasks
Developer
General Info
Menus
Displays & Screens
Extension Packages
Tools
Distribution
General Info
Trade Services
Special Pricing
General Info
Company & Products
Licensing & Payments
Tips & Tricks
Support & Service
International
Localization
Translation
Inventory
Setup & Config
Shipping & Receiving
Item Sites
Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
Admin
Releases & Upgrading
Do I need to upgrade to get Authorize.net security fixes?
Scripting and View Change Follow-up
How do I upgrade to the latest version?
Upgrade Checklist
Upgrade Checklist: Planning Phase
Upgrade Checklist: Pilot Phase
Upgrade Checklist: Cutover Phase
Updater Guide
How can I upgrade when the Updater complains that it ran out of shared memory?
Compatibility Matrix
Working with Patch Releases
Why doesn't xTuple use the latest version of _____?
How to Pilot xTuple ERP+CRM 5.0.0
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Setup & Config
What are the minimum specifications for running xTuple?
What are my hosting options?
How do I configure my system?
Do I need to provide payment gateway login details?
Setting up Calendars
Setting up the Web-Enabled Server
Where would I use the default country?
How are units used?
Which numbering policy should I choose?
Is it possible to change the name of a default country?
What is credit card test mode used for?
Workflow Management
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Database Administration
What are the best security practices for xTuple databases?
How do I import data into xTuple?
Backing Up the Database
How do I figure out what version of PostgreSQL I'm running?
How do I install pgcrypto?
What IP address should I put in my pg_hba.conf file?
Do I need to configure each database separately?
Are files stored in the database?
Why are some extensions missing?
Which file types can I add to the database?
How do I install uuid-ossp?
How do I resolve error about missing database drivers when logging into xTuple?
Where can I find the PostgreSQL documentation?
Where can I download PostgreSQL?
How to Set up Log Shipping Replication
Predefined System Queries
How do I stop the PostgreSQL service on a Mac?
What are extensions?
How do I backup and restore an xTuple database?
How do I install plv8?
Restoring the Database
Installing Packages or Extensions in xTuple ERP
Security Best Practices for xTuple Databases
Compare Two Databases
Setting up Postgres and ODBC (Windows)
Installing the Database
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Users
Creating Users
Defining Roles and Privileges
User Preferences — Part 1
User Preferences — Part 2
User Preferences — Part 3
How do we boot a user from the database?
Why do some privileges appear greyed-out?
What are user account roles?
Can privileges be assigned on top of roles?
What is the difference between users and user accounts?
How can I change my user settings?
Why are some users inactive?
Are employee and user the same thing?
Assigning Privileges
Authenticating through LDAP
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Troubleshooting
xTuple's response to Heartbleed
What causes printing problems in Windows 10?
What does "Error on socket 0" mean?
Why doesn't xTuple work on my PowerPC Mac?
How do I fix the upgrade error on invcitem_misc_check?
How to Open the xTuple Desktop Client on your Mac when warned by Gatekeeper about Unidentified Developers
How do I fix 'ERROR: function “xt.js_init” does not exist' when upgrading to xTuple ERP v4.x?
Why am I no longer able to print from xTuple?
What do I do if my credit card gateway isn't supported?
What happened to MD5 support in Authorize.net?
Does the size of the file matter?
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Email
Does Connect support SSL or TLS?
What tokens can I use to build my email profiles?
Can I add multiple email recipients?
Do I need xTuple Connect in order to send emails?
What are email profiles?
What are the batch manager settings for Office365 Cloud hosted emails?
Using Gmail with xTConnect
Trojita Email Integration
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Employees
Employee Characteristics
Clocking in Employees
Employee Overview
Employee Rates and Shifts
Are shifts required?
How are shifts used?
What if an employee changes shifts?
How do I reimburse employees for their expenses?
Can I protect sensitive employee information?
What is the contractor option on employee records used for?
How are employee groups used?
Can employees belong to more than one employee group?
Are employee groups required?
Are departments required?
How are departments used?
Where can I find reporting by department?
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Reporting & Scripting
Scripting lesson, with video
How do I edit MetaSQL without rebuilding the entire database?
RPTRender Run Time Switches
Import Report (importrpt) Reference
Import Report GUI (importrptgui) Tool
Finding Report Parameters
Export Report (exportrpt) Reference
Custom Report Maintenance
How do I run a(n) SQL script?
What is XSLT?
Connecting Crystal Reports to xTuple
Third-Party Reporting Tools
Deploying Ad Hoc Reports
How do custom reports and scripts work?
How to Add Custom Events
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Data Import & Export
Importing Data
Data Import Tool (CSVimp)
Tutorial: Using CSVimp to import records
Tutorial: Using Microsoft Access to link to API views
Tutorial: Using Microsoft Excel with API views
Exporting Data by FTP with xTuple Connect
Importing Images, Updating and Appending with CSVimp
How to Export to CSV from the DOS Shell
XML Import to Temporary Tables
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