ARM Help

Owner Only Functions

Owner Only Functions holds two settings the owner keeps to themselves. Date Range Setting For Viewing Invoices limits how far back staff can look at invoices, which stops older financial history being browsed by everyone. Backup/Remove Data From Cloud Server downloads your data from the cloud, and can remove it from the server after the download.

2 how-to answers 1 screenshot Open in ARM Markdown

How do I limit how far back staff can view invoices? #

  1. From the Home Screen, click System Setup Tools → Owner Only Functions.
  2. Under Date Range Setting For Viewing Invoices, set Restriction Type to Date to cut off at a single day, or to Month to cut off at a whole month.
  3. For Date, pick the Date to cut off at, or set the Start Date and End Date to allow only that window. For Month, pick the Restriction Month.
  4. Click Save.
Owner Only Functions — invoice date range and cloud backup
Owner Only Functions — invoice date range and cloud backup

How do I download a copy of my data? #

  1. From the Home Screen, click System Setup Tools → Owner Only Functions.
  2. Go to Backup/Remove Data From Cloud Server.
  3. Click Download Data to download a copy and leave the data in place on the server.
  4. To download the data and clear it from the cloud server in the same step, click Download and Remove Data instead. Removed data cannot be browsed in ARM afterwards, so keep the downloaded copy safe.

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