Settings
Basic Setup , User and Employee Informations are recorded at settings. Settings includes the following sub modules,
Users
Users are assigned by the admin who is the primary user of the system. The number of users granted to access the system is based upon the plan that is being selected.
User Module is further classified into the following,
- Employee
- User Right
Employee
Employee has three Sub Segments in the module
- User
- Employee
- Terminate
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- User
- User lists the employees who have access to the system
- Employee
- Employee lists the employees present at the company.
Double Clicking on the field gives you the view of attributes given.
How to create an employee / an user
- Step 1
- Go to Settings --> Employee.
- Step 2
- New Employee --> details to be entered are divided into 3 different sections.
- Section 1 : General(*)
-
- Give Basic details like employee name, date of joining , department and designation etc..
- Photos of the employee can be uploaded in the image module if required.
- Login Permission decides whether the employee has user access or not.
- Case 1 : If Login Permission --> Yes , then automatically the role changes to user and Password field is enabled.
- Case 2 : If Login Permission --> No , then the role is assigned to the employee. In this case the password field is disabled.
- Section 2 : Address(*)
- Enter the basic communication details like permanent address and Residentials address.
- Section 3 : Family
- Fill the details of Family members for reference. This is not a compulsory step .
- Section 4: Documents
- Enter the document title, attach the necessary document, and specify the date of issue as well as the expiry date.
- Section 5: Bank
- Enter the Bank details in this section. You may also attach relevant bank documents if available.
Actions Performed
- View
- Edit
- Delete
- Login Histories
- Terminate
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User Rights
Admin has to decide the user rights of the user.
This page has a list of department and department user rights where their rights are defined by the admin.
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Follow the below steps to assign the rights,
- Step 1
- Go to Settings --> User Rights.
- Step 2
- Customize --> Select the module and pages of the module the user shall access. The same can be deselected if the access needs to be removed.
- Step 3
- Click Save and Proceed.
The Video inserted below explains you the working of " User Right " to have a better understanding
Flow Chart
Back up
Backup can be done on a frequent basis.
You can download the ZIP File which is valid for a couple of days.
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Bank
Bank module can be used to store the list of Bank Accounts that the company holds.
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Accounts can be hidden using the feature attached to each column "Hide" which prevents the account from getting displayed while making payments / creating vouchers.
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Follow the steps given below to Create Bank Account
- Step 1
- Go to Settings --> Bank
- Step 2
- New Bank --> Fill the mandatory details like Currency, Account Name, Account No, IBAN Code, Bank Name, SWIFT Code, Sort Type and Address.
- Step 3
- Click Save to proceed / Clear to re-enter the details.
Actions Performed
- View
- Delete
- Edit
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Settings
Settings section involves the profile settings like Email, Tax, Financial and Invoice.
This Section has the following sub-modules,
- Invoice Customization
- Invoice Print Settings
- Quotation Customization
- Financial Settings
- Document Number Format
- Tax Settings
- Company Profile
- Automated Email Settings
- Custom Email Settings.
Invoice Customization
Templates
Users are provided with different kinds of Templates to be chosen.
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Invoice Print
Header and Footer of the Invoice can be customized based on the requirements.
To modify the size of header and footer, Enable the Custom Header and Footer feature given which further enables the field where Header height and Footer height can be given.
Disabling the "Custom Header and Footer" hides the header and footer.
Logo can be added to the Invoice if required.
Limitation of Logo : 5 files can be uploaded to the system and not more than that.
Stamp can be added to the invoice , provided the feature “Include Stamp” must be enabled after uploading the image.
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Click SAVE to reflect the changes.
Invoice Print Settings
Invoice Column Settings offers the feature to add additional columns required.
Enable the list of columns to be displayed along with the existing columns and you are ready to go .
Save the settings made to get reflected in the Invoice.
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Quotation Customization
Enable the column that needs to be displayed on the Quotation.
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Financial Settings
Financial Settings needs to be updated with the following,
Fiscal Year as per your country’s standard.
Currency (*)
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Document Number Format
Choose the required unique code for Customer, Supplier, Invoices, Vouchers and General Invoices. The row number will reset every year starting with 0001.
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Tax Settings
Tax Settings is one of the important settings that need to be carried out precisely.
This has 3 sub segments,
- General
- Add tax
- Services
General Tax Settings
- Tax System followed in the country you reside in.
- Abbreviation of the TAX Value Entered.
- Description
- Registered Company Tax No
Click Save to proceed.
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Add Tax
New Tax can be created by the following step,
- Step 1
- Go to Settings --> Tax Settings --> Add Tax
- Step 2
- Once select Add Tax ,you can see 2 different columns to be filled. The sections are as follows,
- Name
- Rate
- Step 3
- Do fill the mandatory details indicated by a red asterisk to complete the new Tax creation.
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Service Tax
Services Taxes can be fixed along with the type of Sales and Purchase .
- Step 1
- Go to Settings --> Tax Settings --> Services
- Step 2
- Set Percentage of Tax Rate (*), Sales Type (*) and Purchase Type(*).
- Step 3
- Click Save to Capture the Modifications made.
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Company Profile
Company Profile must be filled with the following details,
Basic details like Company Name in English and Local Language, Logo if required, Company Established date, CR Number and Branch Code.
Contact details like Mobile number, Email , Fax and website Link.
Other details like Services done from the dropdown available.
Location details like detailed address and Time Zone.
Office Timings and Working Days Details.
Click Save to Proceed.
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Automated Email Settings
Enable the list of Actions that needs Emails to be sent on Regular Basis. Automated Emails will get triggered to the list of actions selected.
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Customised Email Settings
Customised Email Settings help you to assign the Email Id which in turn replaces the default admin id while sending Email to End Customers through BridgeLCS.
Fill the mandatory Columns like Email Id, Host, Port and Encryption to proceed.
Click Save to Reflect the changes made.
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