User Login & User Profile

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User Login

Employee ID is assigned as a user ID and password by default; the user can change his password later, to login the ID-

1. User should enter the Employee ID as a username & password
2. Click the login button for login

User Profile

Users can add/update their profile details go to the ‘My Profile’ option at the top right corner in the dashboard screen.

Menu & Accounting

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Menu

All models relevant to the employee's post will be displayed here- (Discuss, Calender, Tour/Travel, Accounting, Project, HR, Attendance, and Leave)

1. The entire modules will be displayed after clicking the menu button at the upper left of the screen
2. Employees can access that module by clicking on the module's name

Accounting:

There are several sections in the 'Accounting' module (Dashboard, Vendors, Payments, Accounting, Reporting, and Configuration)

1. Employees can access that section by clicking on the section's name

Dashboard:

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In future, relevant data will be displayed in the 'Dashboard' screen based on defined data indicators.

1. To view the data, users can click on the ‘Dashboard’ tab

Vendors:

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Vendors and Bills are the two main sub-sections of the Vendor selection. Users can create new vendors and update the vendors' information in the Vendors section, and all types of bills will be generated in the Bills section.

Users can follow these steps to create new vendor-

1. It is necessary to fill out all of the highlighted information, otherwise the form will not be submitted
2. Click on the ‘Create’ tab at the top of the screen
3. First of all select the vendor Individual or Company
4. Select the vendor type (Vendor(both), Service Provider, and Goods Supplier)
5. Fill in the required vendor information via text entry or dropdown selection
6. Upload the vendor's image using the photo upload functionality and click Save

Update Vendor Information

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Users can follow these steps to update the vendor information.

1. Go to the vendor list page
2. Click on the vendor’s name whose information users want to update
3. Click on the ‘Edit’ tab at top of the screen
4. Update the vendor information that needs to be updated
5. Update the vendor information that needs to be updated
6. After updating the information, click on the 'Save' button

Bills

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Users can view the generated all vendor bills in the Bills section. Users can view the bills in either a list or a kanban view. Filters, Group by and Favorites option is also there.

1. To view more information about the bill, click on their names.

Create Vendor Bill: Users can follow these steps to create new vendor bill.

1. It is necessary to fill out all of the highlighted information, otherwise the form will not be submitted
2. Click on the ‘Create’ tab at the top of the screen
3. Fill in the required bills information via text entry or dropdown selection
4. Attach the bill document if any
5. Click on the ‘Add a line’ option at bottom of the screen and select the Expense account and fill in the expense amount. click Add and Save.