User Manual – AccountGo SaaS

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the AccountGo SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the AccountGo SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins find the option to “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5.Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities offered by AccountGo SaaS.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

3.1 Access the Login Page

Open your web browser and navigate to the AccountGo SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

4.1 Dashboard Overview:

Upon logging in as a super admin, users are presented with a Dashboard offering a snapshot of essential metrics such as total users, order amount, plans, and recent orders graphically. This provides a quick overview of the platform’s performance at a glance.

4.2 Companies Page:

Super admins can navigate to the “Companies” page, where they can view a list of registered companies and details like contact information and subscription status. This page also allows for user management tasks such as account activation and suspension.

4.3 Plans Page:

The “Plans” page allows super admins to create, edit, and delete subscription plans. They can define pricing tiers, features, and billing cycles to suit the needs of different users. Plans can also be temporarily disabled if needed.

4.4 Plan Requests Page:

Super admins can review and manage plan requests from the “Plan Requests” page. Here, they can approve or reject requests, ensuring proper oversight of subscription requests.

4.5 Coupons Page:

On the “Coupons” page, super admins can create, view, edit, and delete promotional coupons. This feature enables targeted marketing campaigns and incentives for users.

4.6 Orders Page:

View a list of orders with status indicators (successful or not).

4.7 Email Templates Page:

Create email templates for various scenarios, including:

• Customer Invoice Sent
• Bill Sent
• New Invoice Payment
• Invoice Payment
• Invoice Sent
• Payment Reminder
• Proposal Sent
• User Created
• Vendor Bill Sent
• New Contract Sent
• Retainer Sent
• Customer Retainer Sent
• New Retainer Payment

4.8 Landing Pages Page:

The “Landing Pages” page allows super admins to edit and enable/disable landing pages. This feature helps optimize user engagement and conversion rates.

4.9 System Settings Page:

Super admins can access the “System Settings” page to customize various platform settings. This includes branding, email configurations, storage preferences, payment methods, SEO settings, cookie management, caching policies, and Recaptcha integration.

5.1 Access the Login Page

Open your web browser and navigate to the AccountGo SaaS login page.

5.2 Enter Credentials

Provide your registered email address and password associated with your admin account.

5.3 Login

Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Creating New Entities

Within the dashboard, users can generate various entities to enhance business operations. By selecting the “+” button positioned on the right-hand side of the interface, users can initiate the creation of diverse entities such as products, customers, vendors, proposals, invoices, bills, accounts, and goals. This functionality empowers users to efficiently manage and expand their business activities directly from the dashboard.

5.6 Language Preferences

The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.7 Admin Functions

Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

6.1 Summary Statistics:

The AccountGo SaaS Dashboard serves as your comprehensive tool for managing all aspects of your business finances and operations. Here’s what you’ll find on the dashboard:

6.2 Cashflow Chart:

Track your cash flow over time with an interactive chart, allowing you to monitor income and expenses.

6.3 Account Balances:

View the current balances of your accounts to stay informed about your financial status.

6.4 Income vs. Expenses Data:

Compare your income and expenses to understand your business’s financial performance.

6.5 Income and Expenses Graph:

Visualize trends in your income and expenses with a graphical representation.

6.6 Income by Category Pie Chart:

See a breakdown of your income by category to identify revenue sources.

6.7 Expense by Category Pie Chart:

Understand your expenses better by viewing a breakdown of expenses by category.

6.8 List of Expenses:

Access a detailed list of recent expenses, including transaction details.

6.9 Latest Expense Pie Chart:

Visualize your latest expenses to identify significant expenditure categories.

6.10 Storage Status:

Monitor your data usage and storage limits to ensure efficient data management.

6.11 Recent Invoices and Statistics:

Track your recent invoices and view weekly and monthly statistics to analyze trends.

6.12 Recent Bills and Statistics:

Monitor recent bills and track payment trends with weekly and monthly statistics.

6.13 List of Goals:

Stay focused on your business objectives by accessing a list of goals, including details like name, type, duration, target, and progress.

7.1 Users:

Users List:

In the Users section of the User Management System, users can access a comprehensive list of all registered users. This list provides a quick overview of the individuals involved in the system.

Add New Users:

Facilitating seamless user management, this page allows administrators to add new users effortlessly. This feature ensures that the system stays up-to-date with the latest additions to the user base.

User Log History:

For enhanced security and accountability, the User Management System includes a feature to view the log history of users. This log offers insights into user activities, aiding in system monitoring and troubleshooting.

7.2 Roles:

Create New Roles and Permissions:

The Roles page in the User Management System empowers administrators to create new roles and define specific permissions. This level of customization ensures that users have precisely the right access and capabilities based on their roles within the organization.

8.1 List View:

The Products & Services page serves as a central hub for managing the comprehensive list of products and services offered within the AccountGo system. Users can easily view, edit, and organize the products and services in a structured manner.

8.2 Import and Export:

Facilitating efficient data management, administrators have the option to import and export the list of products and services. This feature streamlines the process of updating, adding, or retrieving product information, ensuring accuracy and consistency.

10.1 Customer List:

Access a list of all your customers, displaying essential details such as customer ID, name, contact information, email, balance, and last login. An action column allows you to perform actions such as editing, deleting, or viewing customer details.

10.2 Customer Details View:

By clicking on a customer ID, you can delve deeper into the customer’s profile. This view provides comprehensive information including customer info, billing info, shipping info, and company info. Additionally, you’ll find a list of proposals associated with the customer, displaying details like proposal ID, issue date, amount, and status. The action column allows you to perform actions such as converting a proposal into a retainer or invoice, duplicating a proposal, viewing proposal details, editing proposals, or deleting proposals.

10.3 Proposal Details View:

Clicking on a proposal ID allows you to access all the important details regarding that proposal. You can review information such as the proposal issue date, amount, status, and more.

10.4 Invoice List:

View a list of invoices associated with the customer, displaying details such as issue date, due date, amount due, and status. An action column provides options to duplicate invoices, view invoice details, edit invoice details, or delete invoices.

10.5 Invoice Details View:

Clicking on an invoice ID allows you to access all the crucial details regarding that invoice, facilitating efficient management and tracking of invoice-related information.

10.6 Additional Functions:

At the top of the page, you’ll find buttons that enable you to perform various actions such as creating new invoices, creating proposals, generating customer statements, editing customer details, and deleting customers. These functionalities empower you to manage your customer relationships effectively and streamline your business processes.

11.1 Vendor List:

Access a detailed list of all your vendors, showcasing essential details such as name, contact information, email, balance, and last login. An action column allows you to view, edit, or delete vendor records.

11.2 Import/Export Functionality:

Seamlessly import or export your vendor list for convenient data management.

11.3 Create New Vendors:

Easily add new vendors to your list using the “+” button provided at the top of the page.

11.4 Vendor Details View:

By clicking on a vendor ID, you can access comprehensive information about the vendor, including vendor info, billing info, shipping info, and company info. Additionally, you’ll find a list of bills associated with the vendor, with options to duplicate, view, edit, or delete bills.

11.5 Bill Management:

Efficiently manage bills associated with vendors, including actions such as duplicating, viewing, editing, or deleting bills. You also have the option to create new bills directly from this view.

11.6 Vendor Statement:

View a statement summarizing vendor transactions and activities to maintain transparency in vendor relationships.

11.7 Additional Functions:

At the top of the page, you’ll find buttons that enable you to perform various actions such as viewing vendor statements, editing vendor details, or deleting vendors. These functionalities empower you to manage your vendor relationships effectively and streamline your business processes.

12.1 Proposal Management:

On the Proposal page, you’ll find a list of all your proposals, allowing you to track each stage of your presale activities. Easily export the proposal list for convenient data management. You can also add new proposals to initiate presale processes.

12.2 Proposal Actions:

Manage your proposals efficiently with actions such as viewing, duplicating, editing, and deleting. By clicking on the proposal ID, you can access detailed information about the proposal and perform actions like viewing and copying the proposal.

12.3 Retainer Management:

The Retainers page mirrors the functionality of the Proposal page, providing a platform to manage retainers effectively. Track all your retainers, export the list, and add new retainers as needed.

12.4 Retainer Actions:

Similar to proposals, retainers can be managed with actions such as viewing, duplicating, editing, and deleting. Access detailed information about each retainer by clicking on the retainer ID, enabling you to view and copy retainer details whenever required.

13.1 Accounts Page:

You can view, create, edit, or delete your financial accounts on the Accounts page. Whether you have multiple bank accounts, cash accounts, or other financial assets, this page allows you to manage them all in one centralized location. Easily track balances, monitor transactions, and maintain accurate records of your financial assets.

13.2 Transfers Page:

The Transfers page lets you create, edit, or delete transfers between your financial accounts. Whether transferring funds between bank accounts, making cash transactions, or conducting other financial transfers, this page simplifies the process. Maintain a clear audit trail of all your financial transfers, ensuring accuracy and compliance with your financial management practices.

14.1 Invoice Page:

On the Invoice page, you can view a comprehensive list of all your invoices, export the list for easy data management, and add new invoices as needed. Clicking on an invoice ID allows you to access detailed information including the invoice, receipt summary, and credit note summary. You can perform various actions such as copying the invoice, adding credit notes, sending receipt reminders, resending invoices, and downloading invoices.

14.2 Revenue Page:

The Revenue page displays a list of all your revenue transactions, including details such as date, amount, account, customer, category, reference, and description. You can download or preview payment receipts and perform actions like editing or deleting revenue entries. Additionally, you have the option to export data or create invoices directly from this page.

14.3 Credit Note Page:

On the Credit Note page, you can create, edit, or delete credit notes as needed. Clicking on the invoice ID allows you to view the corresponding invoice for reference.

15.1 Bill Page:

On the Bill page, you can access a detailed list of all your bills, view their respective details, export the list for easy data management, and create new bills as required. This page serves as a centralized hub for managing all your incoming bills, allowing you to track expenses effectively.

15.2 Payment Page:

The Payment page displays a list of all your payments, providing essential details such as payment date, amount, payment method, and recipient. You can export the list of payments for record-keeping purposes and create new payments directly from this page. This page streamlines the process of recording and managing outgoing payments, ensuring accuracy and transparency in your financial transactions.

15.3 Debit Note Page:

The Debit Note page allows you to manage debit notes, which are documents used to record a debit to an account. Here, you can create, edit, or delete debit notes as needed, providing you with a centralized platform for managing debit transactions.

16.1 Chart of Accounts:

It’s like a list that categorizes different money-related activities in your company. Each category is a folder for similar types of transactions. You can also create subaccounts if you want.

16.2 Journal Account:

Think of it as a diary where you write down all the money movements your company makes each day. It keeps a detailed record of every expense and income.

16.3 Ledger Summary:

This is a quick overview of all the entries in your diary (Journal Account). It helps you see the total amount of money involved in different activities.

16.4 Balance Sheet:

It’s like a snapshot showing how much your company owns (assets) and owes (liabilities) at a specific time. It gives you a quick view of your financial position.

16.5 Trial Balance:

Think of it as a double-check. It ensures all the numbers in your accounts add up correctly. It makes sure your financial puzzle pieces fit together accurately.

17.1 Create New Budget Plans:

With the Budget Planner, you can easily create new budget plans tailored to your financial goals and objectives. Define budget categories, allocate funds, and set spending limits to stay on track with your financial targets.

17.2 View List of Budget Plans:

Access a comprehensive list of all your budget plans, providing an overview of your financial allocations and spending targets. This centralized view allows you to monitor multiple budget plans simultaneously, ensuring alignment with your financial strategies.

17.3 View, Edit, and Delete Budget Plans:

Effortlessly manage your budget plans by accessing options to view, edit, or delete them as needed. Whether you need to make adjustments to your budget allocations or remove outdated plans, AccountGo SaaS provides you with the flexibility to control your budgeting processes.

18.1 Create New Contracts:

Utilize the Contract Module to easily create new contracts tailored to your business needs. Define contract terms, specify contract details, and set parameters to align with your contractual agreements.

18.2 Contract Overview:

Gain insights into your contract activity with key metrics, including the total number of contracts, total contracts for the current month, total contracts for the current week, and total contracts for the last 30 days. This overview provides a snapshot of your contract activity over different periods.

18.3 View List of Contracts:

Access a comprehensive list of all your contracts, displaying essential details such as contract ID, subject, customer, type, value, start date, end date, and status. An action column allows you to perform various actions such as duplicating, viewing, editing, or deleting contracts.

18.4 Contract Details View:

By clicking on a contract ID, you can access detailed information related to that specific contract. This includes general details, attachments, comments, and notes, providing a complete overview of the contract’s terms and associated documents.

19.1 Create Goals:

Use the Goal Module to easily create new goals tailored to your business priorities and objectives. Define clear and measurable goals that align with your strategic vision and objectives.

19.2 Edit Goals:

The flexibility of the Goal Module allows you to make adjustments to your goals as needed. Whether you need to update the target, duration, or other parameters, AccountGo SaaS provides you with the tools to modify your goals to reflect changing business needs.

19.3 Delete Goals:

If a goal is no longer relevant or aligned with your business objectives, you have the option to delete it from the Goal Module. This ensures that your goal list remains focused on the most pertinent and impactful objectives for your business.

24.1 Transactions Summary:

Access a summary of all transactions, providing an overview of financial activity within a specified timeframe.

24.2 Account Statement Summary:

View a summary of account statements, offering a consolidated view of account balances and transactions.

24.3 Income Summary:

Obtain insights into income sources and trends with a summary of income generated over a specific period.

24.4 Expense Summary:

Gain visibility into expenditure patterns with a summary of expenses incurred during a defined timeframe.

24.5 Income vs. Expense Summary:

Compare income and expense data side-by-side to analyze financial performance and identify trends.

24.6 Tax Summary:

Review tax-related information, including tax liabilities and deductions, with a summary of tax data.

24.7 Cash Flow Summary:

Monitor cash flow trends and liquidity with a summary of cash inflows and outflows.

24.8 Invoice Summary:

Access a summary of invoices issued, including details such as invoice amounts, due dates, and payment statuses.

24.9 Bill Summary:

View a summary of bills received, providing insights into outstanding liabilities and payment obligations.

24.10 Product Stock Summary:

Track inventory levels and product availability with a summary of current stock quantities.

25.1 Taxes Page:

Manage taxes effortlessly by creating, editing, and deleting tax rates as needed. Ensure accurate taxation for transactions and comply with regulatory requirements.

25.2 Categories Page:

Organize your data effectively by creating, editing, and deleting categories. Categorize transactions, products, or other entities to streamline data management and reporting.

25.3 Units Page:

Standardize units of measurement by creating, editing, and deleting units. Ensure consistency in quantity measurements across your system for accurate inventory management and reporting.

25.4 Custom Fields Page:

Tailor your system to meet specific business needs by creating, editing, and deleting custom fields. Customize data entry forms and capture additional information relevant to your business processes.

25.5 Contract Types Page:

Define different types of contracts by creating, editing, or deleting contract types. Streamline contract management processes and categorize contracts based on their characteristics or purposes.

26.1 Brand Settings:

Customize the appearance of your product with logo choices for both dark and light themes, set favicons, define title and footer text, choose default language, and enable Right-to-Left (RTL) text direction. Tailor the theme customizer, sidebar settings, and layout settings to suit your preferences.

26.2 System Settings:

Configure essential details such as currency, currency symbol, position of the currency symbol, decimal number format, date format, time format, and various prefixes for different transactions. Shipping display of quotes, invoices, and sales orders. You can also add the footer title, and footer notes of quotes, invoices, and sales orders.

26.3 Email Settings:

Set up email parameters, including mail driver, host, port, username, password, encryption, and mail-sending preferences. Options for sending text mail are also available.

26.4 Proposal Print Settings:

Tailor your proposal print settings to match your company’s branding and aesthetic. Select the ideal template, adjust colors to align with your brand, and upload your logo for a polished finish. Preview your proposal before printing to ensure it meets your standards and impresses your clients.

26.5 Retainer Print Settings:

Elevate your retainer agreements with customized print settings. Choose a template that suits your business’s tone, tweak colors to match your branding, and include your logo for a professional touch. With our user-friendly interface, creating visually appealing retainer documents is a breeze.

26.6 Invoice Print Settings:

Personalize your invoices with ease using our print settings feature. Select from a range of templates, customize colors to match your brand palette, and upload your logo for brand consistency. Preview your invoice layout to ensure it reflects your professionalism and attention to detail.

26.7 Bill Print Settings

Customize your bills effortlessly with our print settings feature. Choose a template that suits your business style, adjust colors to align with your brand identity, and upload your logo for a personalized touch. Preview your bill design to ensure accuracy before printing or sending to clients.

26.8 Payment Settings:

Customize your payment gateway preferences by adding API keys for various gateways such as Bank Transfer, Stripe, Paypal, Paystack, and more.

26.9 Twilio Settings:

Add your SID, Token, and From, and enable/disable the modules from the given options whenever you want.

26.10 Email Notification Settings:

Fine-tune email notifications by enabling or disabling them based on specific conditions.

26.11 Webhook Settings:

View and manage a list of webhooks, with the ability to edit or add new ones.