Financial Goal Integration in Dash SaaS

Introduction

Our Financial Goal feature is your key to setting and tracking financial and business objectives effectively. In the fast-paced world of finance and business, achieving your financial goals is paramount, and this feature seamlessly integrates with our Account Module to empower you. It allows you to monitor your progress, refine your strategies, and foster the growth of your business with confidence.

Financial goals encompass various aspects of managing money, including saving, spending, earning, and investing. They serve as guiding targets that steer your financial decisions and actions, providing a roadmap for achieving your desired financial outcomes. Whether it’s enhancing savings, optimizing spending, boosting earnings, or making sound investment choices, our Financial Goal feature is your dependable partner, helping you navigate the intricacies of financial goal setting and realization.

Workflow

Installation:

Step 1: Super Admin Access

Before you dive into the installation, ensure your super admin has system access. Follow these steps:

• Head to the “add-on manager” section in the super admin dashboard.
• Initiate the setup process by clicking the “+” (Module Setup) button.
• You will be prompted to upload the ZIP file for the “Financial Goal Module.”
• Remember to enable the module once the setup is complete, making it accessible to other users.

Step 2: Company Settings Steps

Once the super admin enables the Financial goal Module, company admins can proceed with the setup. Here’s how:

• Start by visiting the “subscription plan” page and selecting the relevant “usage plan.”
• Purchase the Financial Goal Module.

Step 3: How to use the Financiala Goal Add-on

• Once you purchase the add-on, navigate to the accounting module and find out the financial goal in this module.
• Once you click on that button, you will get to see a list of financial goals.
• You can also create new financial goals by clicking on the “+” button.
• Just enter the name, amount, type from the given options, and starting and ending date.

So, this is how you can have access to the financial goal add-on with the help of these steps.