Go to Roster, select Employee Roster Reset Roster Click reset roster to reset roster to the selected week. Copy from last week Click copy from last week to roster from last week Relief Staff Click relief staff and add relief staff to the selected project. Deployment chart Click deployment chart and assign the desired staff […]
Go to Client, select Client feedbacks. Click Question,
Payroll -> Monthly Pay “To process the monthly payroll, start by creating a payroll run for the specific month.” STEP-1 Attendence copy – “The payroll attendance copy is used to transfer data from actual attendance. It copies the attendance details for all employees for the entire month.” Run Restday/UPL – “Run the rest day/upl to […]
Purpose:The Quotation is a formal offer made to a client detailing the pricing, terms, and services or goods you propose to deliver.It precedes any invoice or delivery and is typically sent after an inquiry/request from the client. 1. Client & Project Information 2. Quotation Details 3. Quotation Items 4. Terms & Conditions 5. Attachments 6. […]
Go to Accounting, select Pay reconciliation. Reconciliation Steps to Reconcile: Sample Output Bank Accounts Select Bank Account, the list of registered bank acc shows here. Adding new bank account: Click Add new bank account, Recipient Mapping Click Recipient mapping, Click Add new, In Action,
Debit Note Workflow Explanation: Summary of Workflow: Select Client & Month → Fill Debit Note Details → Add Items & Amounts → Automatic Totals → Submit or Cancel Purpose of Debit Note Module:
Credit Note Workflow Explanation: Summary of Workflow: Select Client & Project → Enter Credit Note Details → Add Items & Amounts → System Calculates Total → Submit or Cancel Purpose of Credit Note Module:
Payment Flow Explanation: Click on Add payment Client and Project Selection Summary of Flow: Select Client & Project → Review Pending Invoices/Credit Notes → Fill Payment Details → Upload Attachments → Enter Bank & Cheque Details → Submit Notes:
Go to Analytics, select Billing analytics. Sample Invoice Analytics Report Sample Managment Report– Consolidated Expense Type Report Index