The Configuration module

In the Configuration module, you can change your settings for using Rentman. This module is important when first setting up your Rentman account. In this article, we explain all available settings options in the module and provide links to our other in-depth articles.

Available for: Lite Classic Pro

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Account

Company details

  • Contact person
    The internal contact person will be notified about updates and possible technical difficulties.
  • Payment information
    Fill in your company information here. Rentman will use these details to invoice your Rentman license.
  • Extra
    Upload a login screen image (optional).

Licenses

 

Payments

  • An overview of the invoices you've received from Rentman, and their status.

User roles

  • Add and edit user roles for every Rentman user. 
    • By setting a user role, you define the rights (abilities and access) that a specific user has whilst working in Rentman.

Extensions

  • Activate or deactivate extensions, such as Quickbooks.

Settings

Time and location

  • Time zone
    Set your current time zone.
  • Location information for the purpose of distance calculation
    Fill in the starting address from where the travel (transport) distance to event locations should be calculated.

Number series

  • In Rentman, number series are used to keep track of different elements.
 

Project types

Project templates

 

Periodic inspections

Time registration

  • Setting up time registration
    • Determine how far back in time a crew member may still edit their worked hours.
    • Set the standard length of your crew breaks.
    • Choose whether your crew must enter a password before being able to register their worked hours.

Extra input fields

  • Adding extra input fields to Rentman allows you to add your own information to the main modules in Rentman.

Empty database

  • Emptying your database will delete all data. This process may take up to five minutes. All users will be logged out of their accounts whilst the database is being emptied.
  • You can choose to hide the Empty Database button, to prevent your database from being deleted by accident.

Customer communication

Communication

  • Messages
    • Specify your company name and email address.
    • Specify who you want to display as the sender.
    • Choose to always send a BCC copy of your messages to someone else.
    • Specify the email address to send the BCC copy of your messages to.
  • Digitally sign
    • Upload your company logo (appears for the customer when they're digitally signing).
    • Choose whether to let the customer sign digitally.
    • Choose whether to allow customers to add comments to their digital signature.
    • Choose whether customers may also sign expired slips

Templates

Note: Rentman's default system templates cannot be edited. You can, however, duplicate a default template and edit this duplicate as you wish. To duplicate a system template, open it in the template editor and choose "duplicate" at the top of the screen.

Letterhead

Salutations

  • Create a new, or edit your existing salutations.
    • You can select a salutation when adding a new contact person, which determines how that person will be addressed on your slips.

Financial

Financial

  • Financial
    • Currency sign
    • Default expiration period of a quotation/contract
    • Default due term invoice reminder
    • Default VAT scheme
    • Default VAT class
    • Default tax class crew functions
    • Default tax class transport functions
    • VAT class insurance
  • Slips
    • Upload your default terms and conditions.
    • Choose whether to display the terms and conditions on your letterhead by default.
    • Choose whether to send your terms and conditions along with quotations
    • Choose whether to send your terms and conditions along with contracts
    • Choose whether to send your terms and conditions along with invoices

Note: The minimum and maximum deposit amounts will always be charged, even if your configured deposit (percentage of equipment price) would have yielded a smaller or bigger value.

Factor groups

Discount groups

Invoice moments

  • Create a new, or edit your existing invoice moments.

Payment conditions

  • Create a new, or edit your default payment conditions.
    • Payment conditions determine how much time your customers have to pay their invoice. If the payment deadline has passed, the invoice will turn red.

Note: In the Configuration module, you create default payment conditions. However, you can also create custom payment conditions for contacts, project types and projects. These custom payment conditions will always overwrite your default conditions. The order is as follows:

  1. Default payment conditions
    will be overwritten by
  2. Payment conditions for contacts
    will be overwritten by
  3. Payment conditions for a project

When adding or editing a payment condition, you need to fill in the following information:

  • Name
  • Text to be displayed on the invoice
  • Accounting code
  • Payment term (in days)

VAT schemes

VAT classes

Payment methods

  • Create a new, or edit your existing payment methods
    • Set a name and accounting code for each payment method
  • Let customers pay online with Mollie (iDeal/Sofort Banking)
    • Choose whether you want to accept online payments
    • Enter the key of your Mollie account
    • Choose the payment method
    • Enter an email address to receive notifications of new payments

Ledgers

  • Create a new, or edit your existing ledgers.
    • Set a name and accounting code for each ledger

Ledgers are often used by companies that use accounting software. Ledgers help to keep an overview of the costs of an entire department, such as transport. 

Additional conditions

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