You ask yourself how to configure Mgest for your company? Don't worry, it's easier than it seems. Mgest is a business management tool that allows you to organize and manage different aspects of your business, from accounting to project management. In this article, we will guide you through the Mgest configuration process, so that you can make the most of all its functions and optimize the management of your company.

– Step by step -- How to configure Mgest?

• Download and install Mgest: The first thing you should do is download the Mgest program from its official website and install it on your computer. Once the installation is complete, you can proceed to configuration.
• Sign in or create an account: When you open Mgest, you will be asked to sign in with your existing account or create a new one. Enter your credentials or follow the steps to register if this is your first time using the program.
• Set up your company information: Within the platform, look for the company configuration section. Here you can enter all the relevant data of your business, such as name, address, contact information, among others.
• Customize preferences: Explore the customization options offered by Mgest, such as the currency you use, applicable taxes, date format, and any other settings you want to modify according to your specific needs.
• Add users and set permissions: If you will work as a team, you can add more users to Mgest and configure the permissions of each one. This will allow you to control who can access certain features of the program.

FAQ

How to set up an account on Mgest?

1. Visit the Mgest website.
2. Click on “Sign up”.
3. Fill out the form with your personal information and click on "Create account".
4. You will receive a verification email, click the link to activate your account.
5. Log in with your new Mgest account.

How to configure my company information in Mgest?

1. Login to your Mgest account.
2. Click “Settings” and then “Company Information.”
3. Fill in the fields with your company information, such as name, address and contact.
4. Click "Save Changes."

How to customize my billing settings in Mgest?

1. Log in to your Mgest account.
2. Navigate to “Settings” and then “Billing Settings.”
3. Adjust fields such as currency, number format, invoice language, and others.
4. Click "Save Changes."

How to add new users to my Mgest account?

1. Log in to your Mgest account.
2. Go to “Settings” and then “Users”.
3. Click "Add User."
4. Fill out the form with the new user's information and click "Save."

How to configure my taxes in Mgest?

1. Log in to Mgest.
2. Navigate to “Settings” and then “Taxes.”
3. Add any necessary taxes, such as VAT or any local taxes.
4. Click "Save Changes."

How to configure the Mgest integration with my accounting system?

1. Log in to your Mgest account.
2. Navigate to “Settings” and then “Integrations.”
3. Look for integration with your accounting system and follow the instructions provided.
4. Confirm the settings and click "Save changes."

How to configure payment notifications in Mgest?

1. Log in to Mgest.
2. Click "Settings" and then "Notifications."
3. Select the notifications you want to receive, such as payment received or pending notifications.
4. Click "Save Changes."

How to configure document encryption in Mgest?

1. Log in to your Mgest account.
2. Navigate to “Settings” and then “Security.”
3. Activate document encryption and set a strong password.
4. Click "Save Changes."

How to configure data synchronization with my business management system in Mgest?

1. Log in to Mgest.
2. Click “Settings” and then “Data Sync.”
3. Select the sync options you want to activate, such as customers, products, and invoices.
4. Confirm the settings and click "Save changes."

How to customize my reports in Mgest?

1. Log in to your Mgest account.
2. Navigate to “Reports” and then “Customize reports.”
3. Select the data you want to include in your reports, such as time periods and transaction types.
4. Click "Save Changes."

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