Configuration

Configurations ensure that the system reflects your business processes and requirements. By setting up these options correctly, you can:

Standardise data entry across teams
Control what appears on customer‑facing documents
Automate calculations such as charges or discounts
Maintain consistency across modules

Using a Configuration Screen

This is the standard layout you’ll encounter across most Configuration screens. While many of these screens are simple and straightforward, some include additional detail that can be accessed through clickable links when complex configuration is available.

Locating Configuration Modules

Each module in Latner such as Sales, Rental, Equipment, Service, Stock, Customers, Suppliers, Financials, and Security has its own Configuration menu. Within this menu, you’ll find a drop-down list of all configuration screens specific to that module.

For example:

In the Rental module, configuration screens may include settings for rental rates, packages, or setting up data relating Rental Contract / Quote changes such as Stand Downs, Cancellation.
In the Equipment module, configuration screens may include categories, fuel-types or reasons relating Equipment changes such as Transfers, Disposal, Adjustment.

Navigating through Configuration Screens

There are two types of configuration screens in the system: Basic and Detailed.

Basic Configuration Screen

The basic configuration screen displays a straightforward list of data that can be managed. If links are available, clicking them will open the detailed configuration screen. New entries can be added through the Options menu, while some screens also allow editing or deleting existing entries by selecting the checkbox and using the corresponding icons.

Detailed Configuration Screen

Once you click on a link, it will open the specific record you want to configure. Depending on the screen, this may include general information on the top left, more specific configuration fields on the top right, and detail configurable lines on the bottom that can be configured as required. Options menu let you add more of the detail configurable lines within that configuration.

Using an Integration Screen

You will most likely also run into Integration Screens within the Configurations to connect to a third party software.

Reviewing Company Setup

Before using integrations, ensure your companies are set up in the top area. Most integrations support connecting multiple services per company, allowing you to tailor connections if different companies require different platforms (e.g., separate accounting systems or trackers).

Connecting to the External Integrations

Clicking the Connect button opens a prompt to establish the link with the third‑party platform.

This usually involves logging in with your account credentials, or entering a client ID and passcode provided by the external system. In some cases, the button may redirect you to the provider’s website, where you complete the login and authorise Latner to connect to the correct integration.

If a connection expires or needs to be refreshed, clicking Reconnect repeats the connection process. This re‑authenticates the link with the external platform, ensuring data continues to flow correctly.

Selecting Remove Connection disconnects the integration from the company. Once removed, Latner will no longer exchange data with that external system until a new connection is established.

Configuring the Connected Integrations

Some integrations include additional configuration options once connected. Click Configure to explore these options.

These settings define how information is exchanged between Latner and the external system - for example, mapping data fields, setting synchronisation rules, or enabling specific features. Adjusting these options ensures the integration behaves according to your operational needs.

Sales Module

Pipeline Groups

Opportunity Types

Opportunity Stages

Activity Types

Industries

Call Types

Regions

Rental Module

Admin Charges

Admin Charges are used to configure one‑off fees that can be applied to charge-ons. When setting up a charge, you define:

Default invoice stage: whether the charge is applied on return or on the next invoice.
Status: active or inactive.
Default charge amount: the standard fee to apply.
Sales tax override: whether the charge is subject to GST or exempt (default is GST).

Cancel Reasons

Cancel Reasons define why a quote or contract was cancelled. Each reason includes:

Category: whether the cancellation is classified as “Cancelled” or “Lost.”
Status: active or inactive.

Labour Services

Labour Services are used to configure service charges for labour provided. Each service requires:

Default invoice stage: whether the service is billed on return or on the next invoice.
Default charge amount: the standard labour fee to apply.

Additional Items

Additional Items are used to assign linked extra items/charges against a specific class, model, or equipment number. When creating an entry, you specify:

Class, model, or equipment number: where the items will be associated with.
Description: the purpose of the additional items.

Once the entry is created, the system opens a detailed screen where you can add items to the category.

For each item, you configure:

Line Type: type of item to be added, can be Equipment (Class / Model), Sub Hire Equipment (Class / Model), Package, Transport, Admin, Fuel, Sanitation, Damage, Labour or Stock
Quantity: how many units of the item will be added.
Charge: the applicable fee per unit.
Required?: if marked as required, the item will automatically be included whenever the associated class, model, or equipment number is added to a contract.

Packages

Packages are used to group multiple equipment items into a single kit that can be priced and managed together. When creating a package, you define:

Name of the kit: the identifier for the package.
Pricing type:
- Header Only – a single‑level pricing method where you set the header price. Each detail line can then have a revenue proportion allocated against the header.
- Detail Only – a multi‑level pricing method where each detail line has its own price defined individually.

After the package is created, the system opens a detailed screen where you can add line types to the kit. For each detail line, you can specify:

Line Type: the type of detail line being included.
Quantity: the number of units.
Include by default?: determines if the item is automatically added when the package is used.
Max quantity (optional): sets a cap on how many units can be added, helping prevent undercharging.
Main detail line flag: identifies which line represents the package header on the contract (reserved, on rent, off hire). If not set, all lines are treated as main detail.
Revenue proportion or rates:
- For Header Only pricing, you assign revenue proportions to each detail line.
- For Detail Only pricing, you define rates directly for each line.

Rental Rates

Rental Rates are used to create and manage customer rate cards that define how charges are applied across equipment and services. These rates are able to be assigned through Customer or Customer Sites. When creating a rental rate, you specify:

Level: whether the card applies to all branches or a specific branch.
Branch (if applicable): the branch the rate card belongs to.
Review date: the date the rate card should be reviewed.
Description: an identifier for the rate card.

Once the rate card is created, the system opens a detailed screen where you can either copy the rental rates to another card or add rental details to this rental rate. Expiry dates can also be set to disable the rates accordingly through this detailed screen. Each rate detail line, you can specify

Line Type: the category being charged (Equipment, Package, Transport, Admin, Sanitation)
Equipment Class / Model / Number linked: For non‑complex charges (Transport, Admin, Sanitation), you link the charge to an Equipment Class, Model, or Number.
Rates / Charges:
- Equipment & Package follow the rate system with optional floor rates to enforce
- Transport, Admin & Sanitation lines require a single charge amount.

Sub Hire Rental Rates

Sub Hire Rental Rates are used to create and manage supplier rate cards specifically for equipment or services sourced from external suppliers. These rate cards define how costs are applied when items are sub‑hired and are assigned through Suppliers. When creating a sub hire rental rate card, you specify:

Level: whether the card applies to all branches or a specific branch.
Branch (if applicable): the branch the rate card belongs to.
Review Date: the date the rate card should be reviewed for accuracy.
Description: an identifier or purpose for the rate card.

Once the rate card is created, the system opens a detailed screen where you can add rental details to this rental rate. Expiry dates can also be set to disable the rates accordingly through this detailed screen. Each rate detail line, you can specify

Equipment Class: the type of equipment being sub hired.
Rates: follows the rate system to be charged

Rental Rate Variations

Rental Rate Variations let you create multiple pricing options for the same equipment / package, giving flexibility to apply the correct rate during quoting or invoicing. When setting up rental rate variations, you define the name & description to best describe the use-case.

These variations are then set on the Rental Rates. Once this is done, when selecting a variation on a contract or quote, the system will display all variations for that equipment so you can choose the most appropriate one.

Sanitation Services

Sanitation Services are used to configure sanitation charges that can be applied to contracts. When setting up a sanitation charge, you define:

Default invoice stage: whether the charge is applied on return or on the next invoice.
Additional Charge: an additional charge with the sanitation consisting of Admin Charges
Additional Fee: the additional fee against the charge.

Lead Sources

Lead Sources are used to configure origin points for incoming leads, typically used in rental quotes, sales orders, and CRM tracking. When configuring a lead source, you define the name / description to best describe the use-case and setting the status to active or inactive to use.

Stand Down Reasons

Stand Down Reasons let you record why a rental contract has been temporarily stood down, providing visibility for reporting and analysis. When setting up a stand down reason, you define the name and description to best describe the scenario.

These reasons are then applied to rental contracts whenever a stand down occurs. Once selected, the system records the reason against the contract, ensuring accurate tracking and allowing trend analysis.

Transport Runs

Rental Quote PDF Template

Rental Contract PDF Template

Equipment Module

Classes

Equipment Classes are used to define sub-groups within a category, typically based on size, function, or operational role. When setting up a class, you define:

Category: the parent category this class belongs to
Default charge days per week: sets the standard billing cycle for the equipment with this class
Meter type: Specifies the type of usage meter used to track equipment activity
Run‑up inspection: flags if inspection is required when the equipment with the same class is put on hire; checklist can optionally be added on detail screen
Return inspection: flags if inspection is required when the equipment with the same class has returned; checklist can optionally be added on detail screen

Once the class is created, the system opens a detailed screen where you can configure:

Damage waiver: defines the damage waiver on class level; can be set per hierarchy.
Default charge days per week: sets the standard billing cycle for the equipment with this class
Default inspection time: establishes the expected time allocation for inspections
Meter type: Specifies the type of usage meter used to track equipment activity
Run‑up inspection: flags if inspection is required when the equipment with the same class is put on hire; checklist can optionally be added on detail screen
Return inspection: flags if inspection is required when the equipment with the same class has returned; checklist can optionally be added on detail screen
Equipment transfer checklist: flags if inspection is required when the equipment with the same class has transferred branches; checklist can optionally be added
Pre‑start checklist: set a checklist template for operators to complete on an operator docket before starting equipment with the same class
Account depreciation type: defines how the equipment with the same class is depreciated for accounting purposes
Tax depreciation type: specifies the depreciation method used for tax reporting, ensuring compliance with regulations
Minimum markup for sub‑hire: sets the minimum profit margin applied when equipment is sub‑hired from a supplier, preventing undercharging.

You can also add service schedules against the class, where you define:

Schedule start date: the date the service schedule begins
Service schedule group: groups related schedules together for calculating frequency how one schedule that takes over after another
Recurring frequency: determines how often the service occurs, based on hours meter, days, or both
One‑off schedule flag: marks the schedule as a single occurrence rather than recurring
Work Order Reason and Category: classifies the service work order for operational reporting
Create Checklist flag: either generates a new checklist for the schedule or links an existing checklist template to this schedule

See more detailed information on How to Assign a Service Schedule to Equipment

Makes

Equipment Makes are used to configure the manufacturer or brand of the equipment. When setting up a make, you define the name and description.

Models

Equipment Models are used to define the specific version of equipment within a class and make. When setting up a model, you define the name / description and the following:

Class: the equipment class the model belongs to
Make: the manufacturer or brand it links to
Run‑up inspection: flags if inspection is required when the equipment with the same model is put on hire; checklist can optionally be added; takes over what is set on class
Return inspection: flags if inspection is required when the equipment with the same model has returned; checklist can optionally be added; takes over what is set on class

Once the model is created, the system opens a detail screen where you can configure:

Default charge days per week: sets the standard billing cycle for the equipment with this class; takes over what is set on class
Default inspection time: establishes the expected time allocation for inspections; takes over what is set on class
Fuel type: identifies the fuel required for the equipment with the same model
Run‑up inspection: flags if inspection is required when the equipment with the same model is put on hire; checklist can optionally be added; takes over what is set on class
Return inspection: flags if inspection is required when the equipment with the same model has returned; checklist can optionally be added; takes over what is set on class
Equipment transfer checklist: flags if inspection is required when the equipment with the same model has transferred branches; checklist can optionally be added; takes over what is set on class
Pre‑start checklist: set a checklist template for operators to complete on an operator docket before starting equipment with the same model; takes over what is set on class

You can also add service schedules against the class, where you define:

Schedule start date: the date the service schedule begins
Service schedule group: groups related schedules together for calculating frequency how one schedule that takes over after another
Recurring frequency: determines how often the service occurs, based on hours meter, days, or both
One‑off schedule flag: marks the schedule as a single occurrence rather than recurring
Work Order Reason and Category: classifies the service work order for operational reporting
Create Checklist flag: either generates a new checklist for the schedule or links an existing checklist template to this schedule

See more detailed information on How to Assign a Service Schedule to Equipment

Within the Model detail screen, you can configure Portal Documentation that customers can access through the public portal via QR code or link. You can upload documents against their types, these documents become visible to customers through the portal, ensuring they have direct access to the correct information for the equipment.

Fuel Types

Fuel Types are used to configure the type of fuel along with the associated costs and charges. When setting up a fuel type, you define:

Cost: the internal cost of the fuel
Charge: the fee applied to customers when fuel is billed

This ensures that fuel usage is consistently recorded, correctly charged, and visible in both operational and financial reporting.

Bulk Equipment Adjustment Reasons

Bulk Equipment Adjustment Reasons are used to configure categories for bulk equipment adjustments, providing clarity and consistency when large groups of equipment records are updated. When setting up an adjustment reason, you define the name, description and status.

Disposal Reasons

Disposal Reasons are used to configure categories for equipment disposals, providing clarity and consistency when assets are retired or removed from service. When setting up a disposal reason, you define name and description.

Transfer Reasons

Transfer Reasons are used to configure categories for equipment transfers between branches, ensuring clarity and consistency when assets are moved across locations. When setting up a disposal reason, you define name and description.

Portal Documentation Types

Portal Documentation Types are used to configure categories for documents that can be uploaded and made available to customers through the public portal (via QR code or link). These types act as the framework against which specific documents are stored, ensuring consistency and easy access. When setting up a portal documentation type, you define name and status.

Checklist Templates

Checklist Templates are used to configure standardised checklists that can be imported, exported, or created directly within the system. These templates ensure consistency across inspections, service schedules, and operational processes.

When adding a checklist details, you define:

Type: the category of checklist. Available types include:
- Service: used for scheduled service tasks
- Run‑up inspections: performed before equipment is put on hire
- Return inspections: completed when equipment is returned
- Equipment transfer inspections: applied when equipment is moved between branches
- Pre‑sale inspections: carried out before selling equipment
- Pre‑start inspections: completed by operators before starting equipment
Name: the identifier for the checklist.
Task list: a structured list of tasks, including:
- Group: tasks grouped together for PDF output.
- Task summary: a short label for the task.
- Task description: detailed instructions for completing the task.
- Photo required: whether a photo must be attached to complete the task.

Telematics Integrations

Telematics Integrations are used to connect the system to third‑party tracker software, enabling automated equipment tracking and data syncs. These integrations ensure that fleet and asset information remains accurate and up to date.

When setting up a telematics integration, you define:

Company: the company that will use the tracker software.
Connection credentials: the ID and password required to connect, which vary depending on the tracker software configuration.

Once configured, clicking the Connect button will prompt you to enter the required credentials. The connection process differs by provider, with specific steps available for supported trackers such as Teletrack, Trackunit, and Perspio.

Service Module

Reasons

Reasons are used to configure the top‑level categorisation for Work Orders, identifying the purpose of each job. These reasons define why a work order is created and provide a structured way to classify operational activities. When setting up a work order reason, you define the name and description.

Skills

Skills are used to record the specific abilities or competencies applied by a skilled person while completing a job. These entries are not tied to billing or customer‑facing outputs, but instead serve as an internal tool for operational analysis.

Skilled Persons

Skilled Persons are users configured in the system who have access to completing certain jobs. They represent the operational workforce and can be allocated to tasks based on their roles and skills.

When creating a Skilled Person, you specify:

User: the system user account that the skilled person is tied to.
Warehouse: the warehouse of a branch the skilled person belongs to.
Cost: the internal cost rate associated with the person.
Retail Price: the charge‑out rate for their work.
Call Out Price: the rate applied for call‑out jobs.

Once created, you can assign roles to the skilled person. Roles determine which mobile functionalities they can access and make them available for allocation on specific scheduling screens.

Driver: gains access to Mobile Transport and can be filtered out on Transport Allocation.
Yard Staff: gains access to Mobile Inspections and can be filtered out on Inspection Allocation.
Workshop / Field Technician: gains access to Mobile Work Order and can be filtered out on Service Allocation per category.
Pump Driver: gains access to Mobile Sanitation.

Clicking Options allow you to Deactivate the skilled person if they are no longer active or Assign skills by specifying:

Skill: the competency being recorded.
Expiry: the date the skill or certification expires.
Document/Photo: supporting evidence, typically certificates.

Skilled Person Rate Books

Skilled Person Rate Books are used to create and manage rate cards that define how charges are applied for work performed by skilled persons. These rate books ensure that timesheet entries and work orders are billed consistently according to equipment class or model. Rate books can be assigned directly to a Customer. When creating a Skilled Person Rate Book, you specify:

Level: whether the card applies to all branches or a specific branch.
Branch (if applicable): the branch the rate card belongs to.
Review Date: the date the rate card should be reviewed for accuracy.
Description: an identifier or purpose for the rate card.

Once the rate book is created, there are options where you can either copy existing rates to another card or add new rate details. Expiry dates can also be set to disable rates accordingly through this detailed screen.

Each rate detail line allows you to specify:

Equipment Class and/or Model: the equipment type the rate applies to.
Call Out Price: the rate charged for call‑out jobs.
Retail Price: the standard charge‑out rate for that equipment.

When a work order is completed, the system will identify the equipment class or model linked to the job, match the applicable rate from the Skilled Person Rate Book which will override the default skilled person rate and apply the lowest available rate across all rate books to ensure fair and consistent billing.

Service Request Types

Service Request Types are used to categorise and identify the purpose of the request. They act as the preliminary step before creating a work order e.g. Breakdown Request or Customer Enquiry. When setting up a service request type, you define the name and description.

Service Request Statuses

Service Request Statuses are used to categorise the progress of a service request. They are mostly used to track what has been done and lifecycle of requests before or after they are converted into work orders. When creating a service request status, you define the name, description and types:

Open: indicates the request is still active or awaiting action (e.g., “Waiting for Customer” or “Under Investigation”).
Completed: indicates the request has been resolved (e.g., “Solved on phone”).
Cancelled: indicates the request was closed without further action (e.g., “Equipment now works”).

Converted is also created as an Internal status that cannot be deleted. It completes the request and creates a work order when converted.

Timesheet Groups

Timesheet Groups are used to categorise and organise timesheets in how different types of time entries are tracked. When creating a timesheet group, you define the name, description, and status (active or inactive). There are also predefined internal timesheets that cannot be deleted: work orders, operator dockets, inspections.

Timesheet Sub Groups

Timesheet Sub Groups are used to further categorise and organise timesheets under their parent Timesheet Groups, providing more detailed tracking of time entries. When creating a timesheet sub group, you define the parent group it belongs to, name, description, and status (active or inactive). There are also predefined internal timesheet sub groups that cannot be deleted for labour belonging to work orders, operator dockets, inspections groups.

Stock Module

Stock Types

Stock Types are used as optional, independent labels for stock records. They provide an additional layer of identification but do not control or restrict the items beneath them. When setting up a stock type, you define the name and description.

See How to Create Stock Types, Groups & Sub Groups to see common ways to categorise stock items.

Group

Stock Groups are used to configure the major systems or areas of stock, serving as the first structural layer in inventory organisation. They categorise items at a high level, ensuring clarity and consistency in reporting. When setting up a stock group, you define the name and description.

See How to Create Stock Types, Groups & Sub Groups to see common ways to categorise stock items.

Sub Group

Stock Sub Groups are used to break down stock groups into more specific components, providing finer detail and structure beneath the main group. They ensure that inventory records are consistently classified at both the group and sub group level. When setting up a stock sub group, you define the name, description, and the parent group it connects to.

See How to Create Stock Types, Groups & Sub Groups to see common ways to categorise stock items.

Stock Adjustment Reasons

Stock Adjustment Reasons are used to configure reasons for stock adjustments, providing clarity and consistency when inventory records are updated. They ensure that changes to stock levels are properly classified and traceable for reporting. When setting up an adjustment reason, you define the name, description and status.

Customers Module

Sales Reps

Sales Reps are users configured in the system who represent the sales workforce. They can be assigned to customers, opportunities, or CRM, and their activity is tracked for reporting and performance analysis.

When creating a Sales Rep, you specify:

User: the system user account that the sales rep is tied to.
Status: whether the sales rep is active or inactive.

Payment Terms

Payment Terms are used to configure how customer invoices are due, providing consistency in billing and collections. They define the rules for when payments must be made and ensure that due dates are automatically calculated based on the selected term.

When setting up a payment term, you define:

Description: a short explanation of the term’s purpose.
Day(s) field is available to enter the number of days for types that require a day count. This value determines how the system calculates the due date from the invoice date or end of month.
Type: the method by which the due date is calculated including:
- Cash On Delivery (COD): payment is due immediately.
- Day of the Current Month: payment is due on a specified day within the current month.
- Day of the Following Month: payment is due on a specified day in the next month.
- Day(s) after Invoice Date: payment is due a set number of days after the invoice date.
- Day(s) after End of Month (EOM): payment is due a set number of days after the end of the month in which the invoice was issued.

Customer Categories

Customer Categories are used to configure classifications for customers. When setting up a customer category, you define the name and description.

Credit Note Approval Groups

Credit Note Approval Groups are used to manage approval rules that control who can authorise credit notes and up to what value. These groups ensure that credit processing is consistent, auditable, and aligned with internal financial controls.

A global setting Enforce Credit Note Approval Limits needs to be turned on for the limits to take affect.

When creating a Credit Note Approval Group, you specify the name which commonly would be the department that has limits on the approval.

Once the approval group is created, the system allows you to add one or more approval limits. Each approval limit defines:

Line Type: the type of item being credited (e.g., equipment, transport, damage).
Approval Limit (excl. GST): the maximum credit amount the user can approve for that line type.

Approval groups are later assigned to Users through their user settings, determining the credit limits they are authorised to approve. See this section on Users on how to assign Approval Groups. You could also see the Users that are currently assigned on this group on the top tab.

Insurance Companies

Insurance Companies are used to store and manage insurer records that can be linked to customer insurance details. When creating an Insurance Company, you specify the name.

Insurance Types

Insurance Types are used to categorise the different kinds of insurance that may apply to customers or equipment. When creating an Insurance Type, you specify the name, description and status.

Suppliers Module

Expense Types

Expense Types are used to categorise supplier expenses that are not stock items. They ensure that operational costs are recorded consistently and can be reported accurately. When creating an Expense Type, you specify the name and description.

Financials Module

Companies

Companies represent the top‑level financial entities within the system and are primarily used for accounting integration and financial reporting. They define the organisational structure and financial identity of your business.

When creating a Company, you specify:

Company Name: the legal or operational name of the company.
Description: additional context or internal notes.
Address: the company’s physical or mailing address.
Phone Number: the company’s primary contact number.
ABN: the Australian Business Number for compliance.
Bank Details: the banking information used for financial transactions.

Companies form the foundation for divisions, branches, and financial configuration.

Divisions

Divisions sit under Companies and are used to segment the organisation for CRM and operational purposes. They help structure customer management and internal reporting.

When creating a Division, you specify:

Company: the parent company the division belongs to.
Division Name: the identifier for the division.
Description: additional context or purpose.

Branches

Branches sit under Divisions and represent operational locations used throughout service, rental, and logistics workflows. They define where work is performed and where resources are managed.

When creating a Branch, you specify:

Division: the parent division.
Branch Name: the identifier for the branch.
Timezone: the timezone the branch operates in.
Description: additional context or purpose.
Phone Number: the branch’s contact number.
Address: the physical location of the branch.

Once created, branches allow configuration of:

Opening and Closing Times
ABN and Bank Details (if different from the company)

Warehouse

Warehouses sit under Branches and represent stock‑holding locations used for inventory management. They ensure stock items are organised and traceable across the business.

When creating a Warehouse, you specify:

Branch: the parent branch.
Warehouse Name: the identifier for the warehouse.
Description: additional context or purpose.

Sales Tax

Sales Tax entries define the tax rates applied to sales transactions. They ensure that invoices are calculated correctly and comply with tax requirements.

When creating a Sales Tax entry, you specify:

Tax Percentage: the rate applied (e.g., 10%).
Code: the tax code (e.g., GST, TAXEXEMPT).
Description: the purpose or context of the tax.

Purchase Tax

Purchase Tax entries define the tax rates applied to supplier invoices. They ensure that purchasing transactions are recorded accurately and comply with tax rules.

When creating a Purchase Tax entry, you specify:

Tax Percentage: the rate applied (e.g., 10%).
Code: the tax code (e.g., GST, TAXEXEMPT).
Description: the purpose or context of the tax.

Asset Groups

Asset Groups are used to categorise assets for depreciation and reporting. They ensure that assets are grouped logically for financial and operational analysis. When creating an Asset Group, you specify the name and description.

Depreciation Types

Depreciation Types define how assets depreciate over time. They ensure that depreciation is calculated consistently and in accordance with financial policy.

When creating a Depreciation Type, you specify:

Name: the identifier for the depreciation method.
Description: the purpose or context.
Method: the depreciation approach (straight line, diminishing, write‑off).
Rate Percentage: the rate applied to the asset value.

Purchase Order Approval Groups

Purchase Order Approval Groups are used to control who can authorise purchase orders and up to what value. These groups ensure purchasing is governed by clear financial controls.

Approval groups are enforced when the global setting Enforce Purchase Order Approval Limits is enabled.

When creating a Purchase Order Approval Group, you specify:

Approval Group Name: the identifier for the group.
Description (if applicable): the purpose or context.

Once created, you can add one or more approval limits. Each approval limit defines:

Scope: either a configurable expense or an system-set line type.
Line/Expense Type: the type of item being purchased.
Approval Limit (excl. GST): the maximum amount the user can approve for that line type.

Approval groups are later assigned to Users through their user settings, determining the credit limits they are authorised to approve. See this section on Users on how to assign Approval Groups. You could also see the Users that are currently assigned on this group on the top tab.

Financials Report Config

Purchase Order PDF Templates

Security Module

Permission Groups

Permissions are organised into groups that typically align with departments permissions. When creating a Permission Group, you define the name.

Inside the Permission Group, you’ll see a list of modules, each containing the specific permissions you can enable or disable for that group, all outlined below:

Screen - Controls visibility and access to specific screens.

CRM
This will allow users to search CRM

Mobile CRM
This will allow users to view CRM on a mobile device.

CRM Dashboard
This will allow users to view the CRM Dashboard in the home screen

CRM Dashboard Charts
This will allow users to view the CRM Dashboard Charts in the home screen

Sales Order
This will allow users to view the Sales Order screen

Rental Daybook
This will allow users to view the Rental Daybook screen.

Rental Quotes
This will allow users to search and view rental quotes.

Mobile Rental Quotes
This will allow users to view rental quotes on a mobile device.

Rental Contracts
This will allow users to search and view rental contracts.

Mobile Rental Contracts
This will allow users to search and view mobile rental contracts.

Transport Dockets
This will allow users to search and view transport dockets.

Transport Allocation
This will allow users to search and view transport dockets in the transport allocation screen.

Mobile Transport
This will allow users to view transport dockets on a mobile device.

Mobile Sanitation
This will allow users to view sanitation dockets on a mobile device.

Off Hires
This will allow users to search and view off hires.

Mobile Off Hires
This will allow users to search and view off hires on a mobile device.

Rental Returns
This will allow users to search and view rental returns.

Customer Rental Rates
This will allow users to search Customer Rental Rates

Mobile Returns
This will allow users to complete rental returns on a mobile device.

Rental Quote Dashboard
This will allow users to view the Rental Quote Dashboard in the home screen.

Rental Contract Dashboard
This will allow users to view the Rental Contract Dashboard in the home screen.

Sub Hire Profitability Dashboard
This will allow users to view the Sub Hire Profitability Dashboard in the home screen.

Stand Downs
This will allow users to search and view Stand Downs.

Cycle Billing
This will allow users to access and run cycle billing.

Sanitation Dockets
This will allow users to view and search Sanitation Dockets.

Operator Dockets
This will allow users to view and search Operator Dockets.

Sub Hire Orders
This will allow users to view and search Sub Hire Orders.

Equipment Stand Down Estimated Cost Dashboard
This will allow users to view the Equipment Stand Down Estimated Cost Dashboard in the home screen.

Equipment Dashboard
This will allow users to view the Equipment Dashboard in the home screen.

Equipment Performance/Utilisation Dashboard
This will allow users to view the Equipment Performance/Utilisation Dashboard in the home screen.

Equipment Availability Dashboard
This will allow users to view the Equipment Availability Dashboard in the home screen.

Equipment Profitability Dashboard
This will allow users to view the Equipment Profitability Dashboard in the home screen.

Equipment
This will allow users to search and view equipment

Customer Owned Equipment
This will allow users to search and view the customer owned equipment list

Internal Use Equipment
This will allow users to search and view the internal use equipment list

Mobile Equipments
This will allow users to view equipments on a mobile device.

Equipment Transfer Request
This will allow users to search and view equipment transfer requests

Equipment Transfer
This will allow users to search and view equipment transfers

Bulk Equipment Adjustments
This will allow users to complete a bulk equipment adjustment

Inspection
This will allow users to view inspections

Inspection Allocation
This will allow users to search and view inspections in the inspection allocation screen.

Mobile Inspection
This will allow users to view mobile inspections

Work Order Daybook
This will allow users to view the Work Order Daybook

Service Request
This will allow users to search and view service requests.

Work Order Quote
This will allow users to search and view work order quotes.

Work Order
This will allow users to search and view work orders.

Mobile Work Order
This will allow users to search and view mobile work orders.

Service Planning
This will allow users to search and view service planning.

Service Allocation
This will allow users to search and view service allocation.

Equipment Due For Service
This will allow users to search and view equipment due for service.

Timesheet
This will allow users to search and view timesheets.

Mobile Timesheet
This will allow users to search and view mobile timesheets.

Stock
This will allow users to search and view stock.

Serialized Stock
This will allow users to search and view serialized stock.

Stocktake
This will allow users to search and view stocktakes.

Stock Transfer Requests
This will allow users to search and view stock transfer requests.

Stock Transfers
This will allow users to search and view stock transfers.

Stock Adjustments
This will allow users to search and view stock adjustments.

Picking Lists
This will allow users to view and create picking lists.

Customer Dashboards
This will allow users to search and view Customer Dashboards

Customer Revenue Dashboards
This will allow users to search and view Customer Revenue Dashboards

Customer Daybook
This will allow users to view the Customer Daybook

Customers
This will allow users to search and view Customers

Customer Sites
This will allow users to search and view Customer Sites

Customer Contacts
This will allow users to search and view Customer Contacts

Customer Invoices
This will allow users to search and view Customer Invoices

Bulk Email Invoices
This will allow users to search and view Bulk Email Invoices

Customer Payments
This will allow users to search and view Customer Payments

Customer Deposits
This will allow users to search and view Customer Deposits

Supplier Daybook
This will allow users to view the supplier daybook

Supplier
This will allow users to search and view suppliers

Supplier Contacts
This will allow users to search and view supplier contacts

Supplier Pricing
This will allow users to search and view supplier pricing

Supplier Invoice
This will allow users to search and view supplier invoices

Supplier Rental Rate
This will allow users to search and view Supplier Rental Rates

Financial Dashboard
This will allow users to view the Financial Dashboard.

Financials Report
This will allow users view the Financials Report Screen.

Purchase Orders
This will allow users to search and view Purchase Orders.

Assets
This will allow users to access to Asset and Depreciation functionality if turned on in settings.

Finance Schedules
This will allow users to search and view Finance Schedules

Export & Import
This will allow users to search and view export and imports

Permission Group
This will allow users to search and view Permission Groups

Notification Group
This will allow users to view, edit, and create Notification Groups

User
This will allow users to search and view Users

Setting
This will allow users to access settings

Audit Log
This will allow users to view audit logs

Options - Controls access to actions or features within a screen.

Create Account
This will allow users to create an Account in CRM

Create Account Contact
This will allow users to create an Account Contact in CRM

Manage Account Contact Status
This will allow users to activate/deactivate an Account Contact

Convert To Customer
This will allow users to convert an Account into a Customer.

Create Lead
This will allow users to create a Lead.

Edit Lead
This will allow users to edit a Lead.

Create CRM Project
This will allow users to create a CRM Project

Create Opportunity
This will allow users to create an Opportunity.

Create Activity
This will allow users to create an Activity.

Create Industry
This will allow users to create an Industry.

Create Region
This will allow users to create a Region

Create Sales Order
This will allow users to create a Sales Order.

Edit Sales Order
This will allow users to edit a Sales Order.

Convert Sales Order
This will allow users to convert a Sales Order into a Customer Invoice.

Cancel Sales Order
This will allow users to cancel a sales order.

Email Sales Order
This will allow users to email a sales order.

Create Rental Quote
This will allow users to create a rental quote.

Create Rental Contract
This will allow users to create a rental contract.

Edit Rental Contract
This will allow users to edit a rental contract.

Add Rental Quote Details
This will allow users to add a details to a rental quote.

Add Rental Contract Details
This will allow users to add a details to a rental contract.

Add Sub Hire Order Expense Details
This will allow users to add manual Expense lines to Sub Hire Orders.

Email Rental Quote
This will allow users to email a rental quote.

Email Rental Contract
This will allow users to email a rental contract.

Email Sub Hire Order
This will allow users to email a sub hire order.

Email Rental Stand Down
This will allow users to email details about a Rental Stand Down.

Email Off Hire
This will allow users to email details about an Off Hire.

Send Rental Quote
This will allow users to send a rental quote.

Convert Quote to Contract
This will allow users to convert a rental quote to a rental contract.

Create Delivery
This will allow users to create a delivery from a rental contract.

Create Off Hire
This will allow users to create an off hire on a rental contract.

Create Return
This will allow users to create a return on a rental contract.

Change Equipment Number On Hire
This will allow users to change the Equipment Number on a Rental Contract Detail after it has been on hire. To be used carefully for fixing administrative errors.

Invoice Rental Contract
This will allow users to create invoices against a rental contract.

Upload Documents
This will allow users to upload a documents to a rental quote and rental contract.

Duplicate Rental Quote
This will allow users to duplicate a rental quote.

Duplicate Rental Contract
This will allow users to duplicate a rental contract.

Cancel Rental Quote
This will allow users to cancel a rental quote.

Cancel Rental Contract
This will allow users to cancel a rental contract.

Edit Rental Quote Details
This will allow users to edit the rental quote details.

Edit Rental Contract Details
This will allow users to edit the rental contract details.

Delete Rental Quote Details
This will allow users to delete rental quote details.

Delete Rental Contract Details
This will allow users to delete rental contract details.

Delete Invoiced Rental Contract Details
This will allow users to delete invoiced rental contract details

Create Additional Items
This will allow users to create additional items.

Add Additional Items
This will allow users to add details to an additional item.

Create Package
This will allow users to create Packages and Package Details.

Create Rental Rates
This will allow users to create a rental rate.

Create Rental Rate Variations
This will allow users to create a rental rate variation.

Edit Rental Rate Variations
This will allow users to edit a rental rate variation.

Add Rental Rates
This will allow users to add details to a rental rate.

Create Admin Charges
This will allow users to create an admin charge.

Add Labour Services
This will allow users to create a labour service.

Reopen Rental Contract
This will allow users to Reopen a Rental Contract that has been completed.

Create Stand Downs
This will allow users to add a Stand Down to a Rental Contract.

Preview Cycle Billing
This will allow users to preview cycle billing.

Create Cycle Billing
This will allow users to create invoices from cycle billing.

Create Sanitation Dockets
This will allow users to Create Ad Hoc Sanitation Dockets.

Complete Sanitation Dockets
This will allow users to Complete Sanitation Dockets.

Create Operator Dockets
This will allow users to Create Operator Dockets.

Complete Operator Dockets
This will allow users to Complete Operator Dockets.

Approve Operator Dockets
This will allow users to Approve Operator Dockets.

Create Lead Sources
This will allow users to create a Lead Source.

Change Off Hire Date
This will allow users to change the date of an existing Off Hire.

Confirm Off Hire Details
This will allow users to Confirm the Rental Contract details being Off Hired on a Requested Off Hire when they are initially unknown.

Change Rental Return Date
This will allow users to change the date of an existing Rental Return.

Cancel Rental Return
This will allow users to cancel an existing Rental Return.

Update Rental Quote Branch
This will allow users to update the Branch of an existing Rental Quote.

Update Rental Contract Branch
This will allow users to update the Branch of an existing Rental Contract.

Update Rental Quote Customer
This will allow users to update the Customer of an existing Rental Quote.

Update Rental Contract Customer
This will allow users to update the Customer of an existing Rental Contract.

Postpone Rental Contract
This will allow users to postpone Rental Contracts.

Rental Rate Adjustment
This will allow users to make a rental rate adjustment after Invoicing has taken place.

Rental Rate Backdated Adjustment
This will allow users to make a backdated rental rate adjustment.

Change Rental Contract Revenue Splits
This will allow users to make changes to the Revenue Splits between Branches of a Rental Contract Detail line.

Create Rental Equipment
This will allow users to create a hire-able equipment

Create Internal Use Equipment
This will allow users to create an internal use equipment

Create Customer Owned Equipment
This will allow users to create a customer owned equipment

Edit Rental Equipment
This will allow users to edit a hire-able equipment

Edit Internal Use Equipment
This will allow users to edit an internal use equipment

Edit Customer Owned Equipment
This will allow users to edit a customer owned equipment

Create Equipment Category
This will allow users to create an equipment category

Create Equipment Class
This will allow users to create an equipment class

Create Equipment Make
This will allow users to create an equipment make

Create Equipment Model
This will allow users to create an equipment model

Create Document
This will allow users to add a Documents, Photos, Issue Photos to an equipment

Create Equipment Service Schedule
This will allow users to add a new equipment service schedule

Update Equipment Service Schedule
This will allow users to update an equipment service schedule

Delete Equipment Service Schedule
This will allow users to delete an equipment service schedule

Update Meter Reading
This will allow users to update the meter reading of equipment

Deactivate Equipment
This will allow users to deactivate equipment

Activate Equipment
This will allow users to activate equipment

Sell or Dispose Equipment
This will allow users to sell or dispose equipment

Bulk Equipment Adjustments
This will allow users to complete a bulk equipment adjustment from the equipment details screen

Assign Equipment QR Code
This will allow users to assign a QR Code to equipment from the equipment details screen

Download Equipment
This will allow users to download a csv of all equipment

Create Inspection
This will allow users to create an inspection manually

Complete Inspection
This will allow users to complete an inspection

Convert Inspection
This will allow users to convert an inspection to a work order

Approve Inspection
This will allow users to approve the completion of an inspection with failed checklist points

Cancel Inspection
This will allow users to cancel an inspection

Add Checklist to Inspection
This will allow users to manually add a checklist to an inspection

Download Inspections
This will allow users to download a csv of all inspections

Transfer Equipment
This will allow users to transfer equipment

Generate Equipment On Rent Report
This will allow users to generate a equipment on rent report.

Assign Skilled Person Rate Book
This will allow users to assign skilled person rate books.

Assign Work Order Technician
This will allow users to set the Fulfillment and assign Technicians to Work Orders.

Assign Secondary Technician
This will allow users to assign secondary technicians to a work order.

Create Service Request
This will allow users to create service requests.

Update Service Request
This will allow users to update service requests.

Create Work Order
This will allow users to create work orders.

Create Work Order Quote
This will allow users to create work order quotes.

Edit Work Order
This will allow users to edit work orders.

Edit Work Order Quote
This will allow users to edit work order quotes.

Add Timesheet to Work Order
This will allow users to add timesheets to a work order.

Add Stock to Work Order
This will allow users to add stock to a work order.

Add Expense to Work Order
This will allow users to add expenses to a work order.

Complete Work Order
This will allow users to complete a work order.

Approve Work Order Completion
This will allow users to approve the completion of a work order with failed checklist points

Cancel Work Order
This will allow users to cancel a work order

Reopen Work Order
This will allow users to reopen a work order

Email Work Order
This will allow a user to email a work order.

Email Work Order Quote
This will allow a user to email a work order quote.

Create Timesheet
This will allow users to create and edit timesheets.

Add Checklist to Work Order
This will allow users to manually add a checklist to a work order

Create Stock
This will allow users to create stock.

Create Stock Photo
This will allow users to create stock photos.

Create Serialized Stock
This will allow users to create serialized stock.

Edit Serialized Stock
This will allow users to edit serialized stock.

Edit Serial Number
This will allow users to edit the serial number of a serialized stock item.

Complete Stock Adjustment
This will allow users to complete a stock adjustment.

Update Stock Financial Details
This will allow users to update the financial details of stock.

Create Supplier Pricing
This will allow users to create supplier pricing.

Create Stock Type
This will allow users to create a stock type.

Create Stock Group
This will allow users to create a stock group.

Create Stock Sub Group
This will allow users to assign a stock sub group.

Create Stocktake
This will allow users to create stocktake.

Add Details to Stocktake
This will allow users to create stocktake details.

Export Stocktake
This will allow users to export a stocktake.

Import Stocktake Results
This will allow users to import stocktake results.

Convert Stocktake to Counting
This will allow users to convert stocktake to counting.

Request Stocktake recount
This will allow users to request a stocktake recount.

Complete Stocktake
This will allow users to complete a stocktake.

Cancel Stocktake
This will allow users to cancel a stocktake.

Create Stock Transfer Request
This will allow users to create a Stock Transfer Request.

Add Details to a Stock Transfer Request
This will allow users to add details to a Stock Transfer Request.

Process a Stock Transfer Request
This will allow users to process a stock transfer request.

Convert a Stock Request to Transfer
This will allow users to convert a stock request to a transfer.

Create Stock Transfer
This will allow users to create a Stock Transfer.

Add Details to a Stock Transfer
This will allow users to add details to a Stock Transfer.

Allocate Stock Transfer Picking Slip
This will allow users to allocate a stock transfer picking slip.

Send Stock Transfer
This will allow users to send a stock transfer.

Receive Stock Transfer
This will allow users to receive a stock transfer.

Create Customer
This will allow users to Create a Customer

Edit Customer
This will allow users to Edit a Customer

Create Cash (COD) Customer
This will allow users to Create only Customers with COD payment terms

Edit Cash (COD) Customer
This will allow users to Edit only Customers with COD payment terms

Create Customer Site
This will allow users to Create a Customer Site

Edit Customer Site
This will allow users to Edit a Customer Site

Create Customer Contact
This will allow users to Create a Customer Contact

Edit Customer Contact
This will allow users to Edit a Customer Contact

Manage Customer Contact Status
This will allow users to activate/deactivate a customer contact

Create Sales Rep
This will allow users to create a sales rep

Create Payment Term
This will allow users to create a payment term

Create Customer Category
This will allow users to create a customer category

Create Customer Invoice
This will allow users to Create a Manual Customer Invoice

Create Customer Payment
This will allow users to create a customer payment

Create Customer Deposit
This will allow users to create a customer deposit

Assign Rental Rate
This will allow users to assign a rental rate to a customer and customer site

Create Insurance Companies
This will allow users to create insurance companies

Create Insurance Types
This will allow users to create insurance types

Manage Customer Insurance Policies
This will allow users to Create, Edit, Deactivate and Delete Customer Insurance Policies.

Manage Credit Status
This will allow users to manage the credit status of customers

Email Customer Invoice
This will allow users to email a customer invoice.

Change Completed Invoice Date
This will allow users to change the date of a COMPLETED Invoice.

Cancel Customer Invoice
This will allow users to cancel a customer invoice.

Create Credit Note
This will allow users to create a credit note

Create Credit Note Approval Group
This will allow users to create a credit note approval group

Email Credit Note
This will allow users to email a credit note

Change Completed Credit Note Date
This will allow users to change the date of a COMPLETED Credit Note.

Refund Customer Payment
This will allow users to refund customer payments

Generate Customer On Rent Report
This will allow users to generate a customer on rent report.

Change Customer Code
This will allow users to change customer codes.

Create Supplier
This will allow users to create a supplier

Edit Supplier
This will allow users to edit a supplier

Manage Supplier Insurance Policies
This will allow users to Create, Edit, Deactivate and Delete Supplier Insurance Policies.

Create Supplier Site
This will allow users to create a supplier site

Edit Supplier Site
This will allow users to edit a supplier site

Create Supplier Contact
This will allow users to create a supplier contact

Edit Supplier Contact
This will allow users to edit a supplier contact

Manage Supplier Contact Status
This will allow users to activate/deactivate a supplier contact

Create Supplier Invoice
This will allow users to create a supplier invoice

Edit Supplier Invoice
This will allow users to edit a supplier invoice

Cancel Supplier Invoice
This will allow users to cancel a supplier invoice

Create Supplier Invoice Detail
This will allow users to create a supplier invoice detail

Edit Supplier Invoice Detail
This will allow users to edit a supplier invoice detail

Delete Supplier Invoice Detail
This will allow users to delete a supplier invoice detail

Create Supplier Credit Note
This will allow users to create a supplier credit note

Edit Supplier Credit Note
This will allow users to edit a supplier credit note

Cancel Supplier Credit Note
This will allow users to cancel a supplier credit note

Create Supplier Credit Note Allocation
This will allow users to create a supplier credit note allocation

Create Supplier Credit Note Detail
This will allow users to create a supplier credit note detail

Edit Supplier Credit Note Detail
This will allow users to edit a supplier credit note detail

Delete Supplier Credit Note Detail
This will allow users to delete a supplier credit note detail

Add Supplier Rental Rate Details
This will allow users to add details to Supplier Rental Rates.

Assign Supplier Rental Rates
This will allow users to assign Supplier Rental Rates to Suppliers.

Create Expense Types
This will allow users to create an expense type.

Change Supplier Code
This will allow users to change supplier codes.

Generate Supplier Revenue Report
This will allow users to generate supplier revenue reports.

Create Purchase Order
This will allow users to Create a Purchase Order.

Add Purchase Order Details
This will allow users to Add Details to a Purchase Order.

Confirm Purchase Order
This will allow a user to Confirm, Reopen and Cancel Purchase Orders.

Receipt a Purchase Order
This will allow users to Receipt a Purchase Order.

Cancel/Reverse a Purchase Order Receipt
This will allow users to Cancel/Reverse a Purchase Order Receipt.

Email Purchase Order
This will allow a user to Email a Purchase Order.

Create Finance Schedule
This will allow users to Create a Finance Schedule.

Cancel Finance Schedule
This will allow users to Cancel a Finance Schedule.

Export Data
This will allow users to export data

Import Data
This will allow users to import data

Create Users
This will allow users to create users

Create Permission Groups
This will allow users to create permission groups

Generate Transport Order PDF
This will allow users to generate a Transport Order PDF

Email Transport Order
This will allow a user to email a transport order.

Confirm Pick Up Details
This will allow users to Confirm the Rental Contract details being Picked Up on Transport Docket when they are initially unknown.

Configuration - Controls access to system setup and configuration options.

Pipeline Groups
This will allow users to search and view CRM Pipeline Groups configuration.

Opportunity Types
This will allow users to search and view CRM Opportunity Types configuration.

Opportunity Stages
This will allow users to search and view CRM Opportunity Stages configuration.

Activity Types
This will allow users to search and view CRM Activity Types configuration.

Industries
This will allow users to search and view CRM Industries configuration.

Call Types
This will allow users to search and view CRM Call Types configuration.

Admin Charges
This will allow users to search and view admin charges configuration.

Cancel Reasons
This will allow users to search, view and edit the cancel reasons configuration.

Labour Services
This will allow users to search and view labour services configuration.

Additional Items
This will allow users to search and view additional Items configuration.

Packages
This will allow users to search and view package configuration.

Rental Rates
This will allow users to search and view rental rates configuration.

Rental Rate Variations
This will allow users to search and view rental rate variations configuration.

Sanitation Services
This will allow users to search and view sanitation services configuration.

Lead Sources
This will allow users to search and view Lead Sources configuration.

Stand Downs Reason
This will allow users to search and view Stand Down Reasons configuration.

Transport Runs
This will allow users to search and view transport run configuration.

Rental Quote PDF Templates
This will allow users to search and view rental quote PDF templates configuration.

Rental Contract PDF Templates
This will allow users to search and view rental contract PDF templates configuration.

Equipment Category
This will allow users to search and create equipment categories

Equipment Class
This will allow users to search and create equipment classes

Equipment Make
This will allow users to search and create equipment makes

Equipment Model
This will allow users to search and create equipment models

Fuel Type
This will allow users to view and create fuel types

Equipment Adjustment Reason
This will allow users to search, view and edit bulk equipment adjustment reasons

Equipment Disposal Reason
This will allow users to view and create equipment disposal reasons

Equipment Transfer Reason
This will allow users to view and create equipment transfer reasons

Equipment Portal Documentation Type
This will allow users to view and create equipment portal documentation types

Checklist Templates
This will allow users to view and create Checklist Templates

Telematics Integration
This allows users to connect and configure Latner Software with third party telematics systems.

Skilled Person Rate Book
This will allow users to search and create skilled person rate books.

Work Order Reason
This will allow users to search and create work order reasons.

Work Order Category
This will allow users to search and create work order categories.

Skill
This will allow users to search and create work order skills.

Skilled Person
This will allow users to search and create skilled persons.

Service Request Type
This will allow users to search and create service request types.

Service Request Status
This will allow users to search and create service request statuses.

Timesheet Configuration
This will allow users to configure groups for timesheets.

Stock Type
This will allow users to search and create Stock Types.

Stock Group
This will allow users to search and create Stock Groups.

Stock Sub Group
This will allow users to search and create Stock Sub Groups.

Stock Adjustment Reasons
This will allow users to search, view and edit stock adjustment reasons.

Credit Note Approval Groups
This will allow users to search, view and manage credit note approval group configuration.

Sales Reps
This will allow users to search and view Sales Reps

Payment Terms
This will allow users to search and view payment terms

Customer Categories
This will allow users to search and view customer categories

Insurance Companies
This will allow users to search for insurance companies.

Insurance Types
This will allow users to search for insurance types.

Expense Types
This will allow users to search and view expense types configuration.

Companies
This will allow users to search and manage Companies.

Divisions
This will allow users to search and manage Divisions.

Branches
This will allow users to search and manage Branches.

Warehouses
This will allow users to search and manage Warehouses.

Sales Tax
This will allow users to search and manage Sales taxes.

Purchase Tax
This will allow users to search and manage Purchase taxes.

Accounting Integration
This allows users to connect and configure Latner Software with third party accounting systems.

Payment Gateway Integration
This allows users to connect and configure Latner Software with third party payment gateways.

Rouse Integration
This allows users to connect and configure Latner Software with Rouse Analytics.

Financials Report Config
This will allow users to view, create and edit Financials Report Configurations.

Purchase Order PDF Template
This will allow users to search and view purchase order PDF templates configuration.

Purchase Order Approval Groups
This will allow users to search, view and manage purchase order approval group configuration.

Webhook Integration
This allows users to connect and configure Latner Software with external webhooks.

Fields - Controls visibility or edit rights for individual fields.

Damage waiver
This will allow users to change the damage waiver percentage in rental quotes and rental contracts.

Environmental Levy
This will allow users to change the Environmental Levy percentage in rental quotes and rental contracts.

Edit Rental Rates
This will allow users to edit rental rates when adding details to a rental quotes and rental contracts.

Edit Excess Hours
This will allow users to edit maximum daily hours and excess hours rate when adding details to a rental quotes and rental contracts.

Allow Rates Below Floor Rate
This will allow users to enter in a rental rate & excess hours rate lower than than a floor rate.

Allow Transport Cost To Be Greater Than Charge
This will allow users to add a cost that is greater than the charge for external delivery & pick up dockets.

Allow Rates below Sub Hire Minimum Markup
This will allow users to add a rental line with a rate that is less than the minimum markup for sub hire lines.

Opening Equipment Balances
This will allow users to edit the Opening Balances for Equipment for Revenue, Service/Repair Costs and Depreciation Costs.

Customer Damage Waiver
This will allow users to change the damage waiver percentage for a customer.

Change Sales Rep
This will allow users to change the sales rep field of a Customer, Rental Quote, Rental Contract, Sales Order and Customer Invoice.

Asset Financial Details
This will allow users to view the financial details of an asset.

Complete Transport on Delivery/Pick Up Dockets
This will allow users to complete the transport for equipment when creating delivery/pick up dockets.

After creating the Permission Group, assign it to the user using the process outlined in the linked Users page. You could also see the Users that are currently assigned on this group on the top tab.

Notification Groups

Similar to Permissions, Notifications are also organised into groups that typically align with department notifications. When creating a Notification Group, you define the name and description.

Inside the Notification Group, you’ll see a list of modules, each containing specific notification settings. For each setting, you can choose whether the group should receive an in‑system notification, an email, or none at all.

After creating the Notification Group, assign it to the user using the process outlined in the linked Users page. You could also see the Users that are currently assigned on this group on the top tab.

Webhook Integrations

An Integration Screen that …