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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
How do I get around multi factor authentication for xTConnect?
Releases & Upgrading
Scripting and View Change Follow-up
Do I need to upgrade to get Authorize.net security fixes?
Does xTuple support MacOS Catalina?
When trying to upgrade, I get this error message: “ERROR: insert or update on table 'checkitem' violates foreign key constraint 'checkitem_checkitem_curr_id_fkey'.” What does that mean?
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?
Setting up Dashboards
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
Which file types can I add to the database?
Where can I find the PostgreSQL documentation?
How do I import data into xTuple?
What are extensions?
Do I need to configure each database separately?
How do I backup and restore an xTuple database?
Are files stored in the database?
Why are some extensions missing?
Backing Up the Database
Predefined System Queries
Restoring the Database
Where can I download PostgreSQL?
What are the best security practices for xTuple databases?
How do I install plv8?
How do I resolve error about missing database drivers when logging into xTuple?
Installing Packages or Extensions in xTuple ERP
Security Best Practices for xTuple Databases
Compare Two Databases
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Users
Where is the "recent" login information stored?
Hot Keys
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?
Authenticating through LDAP
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Troubleshooting
How do I fix the upgrade error on invcitem_misc_check?
Why doesn't xTuple work on my PowerPC Mac?
What does "Error on socket 0" mean?
How do I fix 'ERROR: function “xt.js_init” does not exist' when upgrading to xTuple ERP v4.x?
How to Open the xTuple Desktop Client on your Mac when warned by Gatekeeper about Unidentified Developers
What causes printing problems in Windows 10?
xTuple's response to Heartbleed
xtcommission-1.10.x : Duplicate Sales Rep assignment exists for Invoice lines
xtcommission-1.10.x : Duplicate Sales Rep assignment exists for Sales Order lines.
How do I fix Microsoft Visual C++ runtime errors when starting the Windows client?
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?
Can I add multiple email recipients?
What tokens can I use to build my email profiles?
Do I need xTuple Connect in order to send emails?
What are email profiles?
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Employees
Employee Rates and Shifts
Employee Overview
Employee Characteristics
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
How do I edit MetaSQL without rebuilding the entire database?
What is XSLT?
Custom Report Maintenance
RPTRender Run Time Switches
Export Report (exportrpt) Reference
Finding Report Parameters
Import Report GUI (importrptgui) Tool
Import Report (importrpt) Reference
Scripting lesson, with video
Report Writing Tips
Adding my logo to reports
Connecting Crystal Reports to xTuple
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
Exporting Data by FTP with xTuple Connect
Importing Images, Updating and Appending with CSVimp
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