Advanced Setup covers the configuration areas that go beyond standard out-of-the-box behaviour. These features are designed for businesses with more complex needs — fine-grained User Permissions, product group structures that drive GL routing, and compliance with local electronic invoicing mandates.
Define exactly what each user role can see and do in CifraHQ at a granular level — which Modules, which document types, which actions (view, create, edit, delete, post, approve). Permissions let you enforce separation of duties and protect sensitive financial data without restricting Users from the tools they genuinely need.
Configure the product group hierarchy that controls how revenue, cost of goods sold, and Inventory asset amounts are routed to specific GL accounts. Getting Product Groups right ensures your Financial Reports reflect the business segmentation you care about.
Configure CifraHQ's integration with Panama's Dirección General de Ingresos (DGI) electronic invoicing system. This section covers the credentials, certificate Setup, and document rules required to issue legally valid e-Invoices in Panama.
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