Set up your system | Current RMS Guides

Your account

Add your logo and update your contact information

Go to Company Information, Users, and Stores in System Setup to add all of your company contact information.

Written by Michael McGovern
Updated over a week ago

Change your billing details

Add or update your card, switch plan, and get copies of previous invoices from Billing Information

Written by Michael McGovern
Updated over a week ago

Configure and manage integrations with other services

Extend Current RMS by integrating with other apps and services, such as Xero, QuickBooks Online, MailChimp, Adobe Sign, and others.

Written by Michael McGovern
Updated over a week ago

Sign in to Current RMS using Google or Microsoft

For convenience and additional security, use Single Sign On (SSO) to sign in to your system using your Google or Microsoft accounts.

Written by Michael McGovern
Updated over a week ago

Set up two factor authentication

To further secure your Current RMS account, enable two factor authentication (2FA) to provide an additional layer of security.

Written by Michael McGovern
Updated over a week ago

Your settings

Add, remove, or manage users

View all of your users, add new accounts, and manage all of them in System Setup > Users.

Written by Michael McGovern
Updated over a week ago

Restrict access to parts of the system using roles

Use System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.

Written by Michael McGovern
Updated over a week ago

Store additional data by creating custom fields

Create your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.

Written by Michael McGovern
Updated over a week ago

Example custom fields

Looking for inspiration for your custom fields? Check out our list of common updates.

Written by Michael McGovern
Updated over a week ago

Add list of values and manage existing list options

Current RMS comes with a variety of system lists you can edit, and you can add your own.

Written by Michael McGovern
Updated over a week ago

Change a variety of company options in System Preferences

Adjust a variety of settings that impact the way your Current RMS system works.

Written by Michael McGovern
Updated over a week ago

Static data

Set up multiple locations using stores

Create stores for your warehouses, depots, or branches to specify that your stock is held in different locations.

Written by Michael McGovern
Updated over a week ago

Add, delete, and manage your product groups

Product groups are a way of categorizing the products that you rent and sell. Add, remove, and edit product groups in System Setup.

Written by Michael McGovern
Updated over a week ago

Categorize income using revenue groups

Revenue groups are a way of categorizing your rental and sale income. Add, remove, and edit them in System Setup.

Written by Michael McGovern
Updated over a week ago

Categorize costs using cost groups

Cost groups allow you to categories the types of costs you log. You can add new cost groups in System Setup.

Written by Michael McGovern
Updated over a week ago

Set up automatic discounting for organizations by adding discount categories

Use discount categories to automatically discount products and services.

Written by Michael McGovern
Updated over a week ago

Use surcharges to apply surcharges to products

Written by Michael McGovern
Updated over a week ago

Taxation

Configure taxation using tax classes, rates, and rules

Set up taxes for your state or region.

Written by Michael McGovern
Updated over a week ago

Set up a single state tax

Written by Michael McGovern
Updated over a week ago

Utilities

See all actions across the system using the Action Log

View, filter, and download a list of actions across your system in System Setup > Action log.

Written by Michael McGovern
Updated over a week ago

Import and export data

Use CSV spreadsheets to create data en masse and extract data from your Current RMS system.

Written by Michael McGovern
Updated over a week ago

Erase some or all of your data

Want a fresh start? Use Erase Data in System Setup to delete some or all of the records in your system.

Written by Michael McGovern
Updated over a week ago

Documents and printing

🎞️ Set up document approval

Enable approval for quotations, rental agreements, delivery notes, and other opportunity documents.

Written by Michael McGovern
Updated over a week ago

Add, manage, and customize document layouts

Choose which documents you’d like to use and customize they way they look.

Written by Michael McGovern
Updated over a week ago