Settings

Last Updated on Feb 02, 2020

This section is available only to super admins.

Users

Employee

The users and employee will be listed in this section. This section is categorized into two:

Users
The users will be listed on the page, where each row represents one user and display the details. search box available on the page allows the user to search by entering keywords.
Last logged in time is added in list.
Employees
The employees will be listed on the page, where each row represents one employee and display the details. Search box available on the page allows the user to search by entering keywords.
How to create a new user/employee?

Click on the New Employee button and submit the required details in the form displayed. Login permission with Yes in the form is a User other wise its an Employee.

Right-click action provided are:
Rights
You can set user-specific-rights. This rights will override the department wise user-rights.

Reset button removes user-specific rights.

View
You can view the user/employee details.
Edit
User can edit the user/employee details.

You can edit password by clicking on lock button in the password field.

Delete
You can delete a user/employee.
User Rights

You can customize User-rights of each department by clicking "customize" button

Banks

List the bank details of company in this section.

How to add new bank details?

Click on New Bank button and submit the required bank details in the form displayed.

Right-click actions provided are
View
User can view bank details
Edit
User can edit the bank details.
Delete
User can delete bank details.

Settings

Invoice Customization
User is provided with invoice,header footer section and affiliation logo for the system. The selected data will be displayed in invoice print page.

Legacy option is added for Bilingual templates.

Invoice Column Settings
You can customize the columns to be shown in invoice print.
Financial Settings
User can select the financial start date and end date, default currency and the date format.
Tax settings
User can select the tax details including tax rate for each services in this section.

Sales type and purchase type option added in list.

Company Profile
User can select company details including contact details and office timings.
Automated Email Settings

Remainder mail option added for Task, Document and Reminder.

Custom Email Settings
Admin can set company email configurations.