The users and employee will be listed in this section. This section is categorized into two:
- 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.
- 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:
- You can set user-specific-rights. This rights will override the department wise user-rights.
- You can view the user/employee details.
- User can edit the user/employee details.
- You can delete a user/employee.
Reset button removes user-specific rights.
You can edit password by clicking on lock button in the password field.
You can customize User-rights of each department by clicking "customize" button
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
- User can view bank details
- User can edit the bank details.
- User can delete bank details.
- 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.
- 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.
- Company Profile
- User can select company details including contact details and office timings.
- Automated Email Settings
- Custom Email Settings
- Admin can set company email configurations.
Legacy option is added for Bilingual templates.
Sales type and purchase type option added in list.
Remainder mail option added for Task, Document and Reminder.