User Manual – ERPGo SaaS

2.1 Introduction to the Login Process

The login process is designed to allow users to access their accounts within the ERPGo SaaS platform, granting them entry to its functionalities and features.

2.2 Accessing the Login Page

Users navigate to the designated login page of the ERPGo SaaS platform.

2.3 Entering Your Credentials

Upon reaching the login page, users fill in the required fields to sign in.

• Fill in the required information in the designated fields:
• Email Address: Enter your registered email address.
• Password: Enter your account password.
• Click the “SIGN IN” button to access your account.

Once logged in, you will be directed to your personalized dashboard, where you can manage your tasks, collaborate with team members, and access all ERPGo SaaS features.

Note: Forgot your password? Click the “Forgot password?” link next to the password field. You’ll receive an email with instructions to reset your password securely.

2.4 New to ERPGo SaaS?

If you do not yet have an account, you can register directly from the login page. Click the “Create one” link at the bottom of the login form to begin the registration process. Fill in the required information in the designated fields:

• Name: Input your full name.
• Email Address: Enter your email address
• Password: Create a strong, secure password that you’ll remember.
• Confirm Password: Re-enter your password to confirm it matches and prevent any typos.
• Click the “Create account” button to complete the process.

2.5 Successful Login

Once your credentials are verified, you are successfully logged in. Users can now explore and access the diverse features and functionalities offered by ERPGo SaaS.

2.6 Seamless Access

Subsequent logins can be initiated using your registered email and password on the login page. By following these steps, users can seamlessly access the ERPGo SaaS platform and manage their operations with ease.

Profile Settings

• The Profile Information section allows users to manage their account details. Upload a profile picture by clicking Browse. Enter your Name and Email in the required fields. Optionally add your Mobile Number.
• Click the “Save Changes” button to apply all updates.

3.1 Dashboard Insights

Upon logging in as a Super Admin, you’ll be greeted by a dynamic dashboard offering a holistic view of the platform’s performance.

3.2 User Management

Managing users is pivotal, and as a Super Admin, you have extensive controls to view, create, and manage all registered users on the platform.

3.3 Helpdesk Management

Managing helpdesk tickets is essential for addressing user concerns, and as a Super Admin, you have comprehensive control over the helpdesk system. The Helpdesk module contains two sections: Tickets and Categories.

3.4 Subscription Management

Managing subscription plans is crucial for monetizing the platform, and as a Super Admin, you have complete control over plan creation, pricing, coupon management, and order tracking. The Subscription module contains four sections: Subscription Settings, Coupons, Bank Transfer Requests, and Orders.

3.5 CMS Management

The CMS module allows the Super Admin to manage and customize the public-facing landing page of ERPGo SaaS. You can control everything that visitors see on your website, from company information and page layout to content, colors, and call-to-action buttons. The CMS module contains three sections: Landing Page, Custom Pages, and Newsletter Subscribers.

A Live Preview panel is available on the right side of the screen at all times, showing you exactly how your changes will look on the website before you save them.

• You can also click the “View Landing Page” button at the top-right to open the live website in a new tab.
• Once you have made any changes on any tab, click the “Save Changes” button at the top-right corner to apply your updates.

3.6 Email Templates

The Email Templates section allows the Super Admin to manage and customize the automated email notifications sent by the platform for various modules and events.

• View and manage all email templates through the Manage Email Templates interface. Enter keywords in the search field to find a specific template and click “Search” to execute.
• Click the Filters button to access filtering options.
• Module: Select a module from the dropdown to filter templates by their associated module (e.g., Recruitment, Support Ticket, CRM).
• Use “Apply” to activate the filter or “Clear” to reset it.

3.7 Notification Templates

The Notification Templates section allows the Super Admin to manage and customize the automated notification messages sent through third-party messaging platforms.

The page is divided into three tabs: Slack, Telegram, and Twilio. Each tab works in the same way but sends notifications through a different channel.

• Slack: Manages notification templates sent to your team via the Slack messaging platform.
• Telegram: Manages notification templates sent via the Telegram messaging app.
• Twilio: Manages notification templates sent via SMS through the Twilio platform.

All three tabs share the same layout and functionality:

Enter keywords in the search field to find a specific template and click “Search” to execute. Notification Templates Table Information:

The table displays the following columns:

• Subject: The name of the notification event (e.g., New User, New Sales Invoice, New Customer).
• Module: The module the notification belongs to (e.g., general, Accounting, CRM).
• Actions: Quick action button for template management.

Each template row includes one action icon:

• Edit: Opens the template editor to customize the notification message for that event. You also can use the language option by selecting.

Note: Notification templates cannot be created or deleted. You can only edit the existing templates. Make sure the relevant third-party integration (Slack, Telegram, or Twilio) is configured in Settings before notifications can be sent.

3.8 Media Library Management

Managing the media library is essential for storing and organizing files, images, and other media assets used across the platform, and as a Super Admin, you have complete control over file management.

3.9 Settings Management

Managing system settings is essential for configuring platform-wide options, and as a Super Admin, you have complete control over all configuration settings.

The Settings page is organized into the following categories in the left sidebar: Brand Settings, System Settings, Currency Settings, Cookie Settings, Pusher Settings, SEO Settings, Cache Settings, Storage Settings, Email Settings, Email Notification Settings, Google reCAPTCHA Settings, Webhook Settings, Bank Transfer Settings, Stripe Settings, and PayPal Settings.

4.1 Access ERPGo SaaS

Go to the ERPGo SaaS website and enter your admin login credentials.

5.1 Role-Based Dashboard

6.1 Manage Roles

A role is a set of permissions that controls what a user can see and do inside the platform. For example, a user with the “Staff” role may only be able to view certain pages, while a user with the “Hr” role may be able to manage employees and payroll. Instead of setting permissions one by one for every user, you create a role once and assign it to multiple users.

• View and manage all roles through the Manage Roles page.

• Enter keywords in the search field to find a specific role and click “Search” to execute.
• Toggle between list view and grid view using the icons at the top right.

6.2 Manage Users

The Users section allows the Company Admin to manage all user accounts within the company.

• View and manage all users through the Manage Users page.
• Enter keywords in the search field to find a specific user and click “Search” to execute.
• Click the Filters button to access filtering options:
• Email: Filter users by their email address.
• Role: Filter users by their assigned role.
• Login Status: Filter users by their login status (Enabled/Disabled).
• Click “Apply” to activate the filters or “Clear” to reset them.
• Toggle between list view and grid view using the icons at the top right.
• Click the history icon at the top right to view user login history.

Proposals Table Information:

The table displays the following columns:

• Proposal Number: The unique reference number of the proposal (e.g., SP-2026-03-001). Click on it to view the full proposal details.
• Customer: The name of the customer to whom the proposal was sent.
• Proposal Date: The date the proposal was created.
• Due Date: The date by which the proposal should be accepted.
• Subtotal: The total amount before tax.
• Tax: The tax amount applied to the proposal.
• Total Amount: The final amount, including tax.
• Balance: The remaining balance due.
• Status: The current status of the proposal, Draft, Sent, Accepted, or Rejected.
• Actions: Quick action buttons that vary depending on the proposal status.

Action icons available per proposal:

• Download: Download the proposal as a PDF.
• Send: Send the proposal to the customer.
• View: Open and view the full proposal details.
• Edit: Modify the proposal (available for Draft proposals).
• Delete: Remove the proposal (available for Draft proposals).
• Accept: Mark the proposal as Accepted (available for Sent proposals).
• Reject: Mark the proposal as Rejected (available for Sent proposals).
• Convert to Invoice: Convert an accepted proposal into a sales invoice.

Create Sales Proposal

• Click the “Create” button at the top-right corner of the Manage Proposal page to open the Create Sales Proposal form.

8.1 Sales Invoice

View and manage all sales invoices through the Manage Sales Invoices page.

• Enter an invoice number in the search field and click “Search” to find a specific invoice.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to access filtering options:
• Customer: Filter invoices by a specific customer.
• Warehouse: Filter invoices by warehouse.
• Status: Filter invoices by their current status (Draft, Posted, Partial, Paid, Overdue).
• Date Range: Filter invoices by invoice date range.
• Click “Apply” to activate the filters or “Clear” to reset them.

8.2 Sales Invoice Returns

The Sales Invoice Returns section allows the Company Admin to manage product returns from customers against previously issued sales invoices.

View and manage all return requests through the Manage Sales Returns page.

• Enter a return number in the search field and click “Search” to find a specific return.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to filter returns by Customer, Warehouse, Status, or Date Range. Click “Apply” to activate or “Clear” to reset.

9.1 Purchase Invoice

View and manage all purchase invoices through the Manage Purchase Invoices page.

• Enter an invoice number in the search field and click “Search” to find a specific invoice.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to access filtering options:
• Vendor: Filter invoices by a specific vendor.
• Warehouse: Filter invoices by warehouse.
• Status: Filter invoices by their current status (Draft, Posted, Partial, Paid, Overdue).
• Date Range: Filter invoices by invoice date range.
• Click “Apply” to activate the filters or “Clear” to reset them.

9.2 Purchase Returns

The Purchase Returns section allows the Company Admin to manage product returns sent back to vendors against previously received purchase invoices.

• View and manage all purchase returns through the Manage Purchase Returns page.
• Enter a return number in the search field and click “Search” to find a specific return.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to filter returns by Vendor, Warehouse, Status, or Date Range. Click “Apply” to activate or “Clear” to reset.

9.3 Warehouses

The Warehouses section allows the Company Admin to manage all warehouse locations used for storing and managing inventory.

• View and manage all warehouses through the Manage Warehouses page.
• Enter keywords in the search field and click “Search” to find a specific warehouse.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to filter warehouses by City or Status. Click “Apply” to activate or “Clear” to reset.

9.4 Transfers

The Transfers section allows the Company Admin to move stock between warehouses. This is useful when you need to shift products from one warehouse location to another.

• View and manage all stock transfers through the Manage Transfers page.
• Enter keywords in the search field and click “Search” to find a specific transfer.
• Click the Filters button to filter transfers by From Warehouse. Click “Apply” to activate or “Clear” to reset.

10.1 Items

The Items page displays all products and parts in your inventory.

• Image: thumbnail of the item
• Name: item name, sortable by column header
• SKU: unique stock-keeping unit code assigned to the item
• Sale Price: price at which the item is sold
• Purchase Price: price at which the item was purchased
• Category: product category assigned to the item
• Unit: unit of measurement for the item
• Quantity: current stock count
• Type: indicates whether the item is a Product or a Part
• Actions: view, edit, or delete the item

Use the search bar to find items by name. Use the Filters option to narrow results by Item Type or Category, then click Apply. Click Clear to reset filters. Toggle between list and grid view using the icons at the top right. Use the “Add Stock” button to add stock to an existing product, or select “Create” to add a new item.

10.2 System Setup

System Setup lets you configure the core reference data used across the module, including categories, taxes, and units.

11.1 Manage Quotations

The Manage Quotations page lists all quotations with details such as quotation number, customer, quotation date, due date, subtotal, tax, total amount, and status. Use the search bar or Filters to narrow results by customer, status, or date range. Overdue quotations are highlighted in red. Each quotation displays a status badge showing Draft, Sent, Accepted, or Rejected.

11.2 Create Quotation

Click the “Create” to open the Create Quotation form. Fill in the quotation date, due date, customer, warehouse, payment terms, and any additional notes. In the Quotation Items section, click “Add Item” to add products with quantity, unit price, discount percentage, and tax. The Quotation Summary automatically calculates the subtotal, discount, tax, and total amount. Click Create to save.

11.3 Quotation Actions

Each quotation row includes action icons to manage the quotation.

• Download: Download the quotation as a file.
• Send Quotation: Send the quotation directly to the customer.
• Duplicate: Create a copy of the quotation.
• View: Open the quotation in read-only mode.
• Edit: Modify the quotation details.
• Delete: Remove the quotation from the system.

For sent quotations, the following additional actions are available.

• Approve: Mark the quotation as accepted.
• Reject: Mark the quotation as rejected.
• Create Version: Create a new version of the quotation to track revisions.

12.1 Manage Project

The Manage Project page displays all projects in a table with the following columns: Name, Users, Budget, Start Date, End Date, Status, and Actions.

Each project row includes four action icons:

• Duplicate: Creates a copy of the project.
• View: Opens the project details.
• Edit: Opens the project editor to update project information.
• Delete: Removes the project from the list.

Use the search bar to find specific projects and switch between list and grid view. Use the Filters option to narrow results by Status (Ongoing, Onhold, Finished) and Date Range, then click Apply to filter or Clear to reset.

When you open a project, the Project Details page displays a full overview of the project. The top navigation provides three quick-access buttons: Task Kanban, Bug, and Calendar View. The page is divided into several panels: Project Details, Project Overview, Team Members, Clients, Progress, Milestones, Recent Activity, and Files.

• Project Details: Displays the project’s Status, Start Date, End Date, and Description. Click the edit icon to update these details.
• Project Overview: Shows four summary counters, Tasks, Bug, Days Left, and Budget.
• Team Members: Lists all assigned team members. Click “Create” to open the Add Team Member form, select users from the dropdown, and click Add. Remove members using the delete icon.
• Clients: Lists all linked clients. Click “Create” to open the Share To Client form, select clients, and click Invite.
• Progress: Displays a line chart tracking project activity across months.
• Milestones: Lists milestones showing Title, Cost, Start Date, End Date, Status, and Progress. Click “Create” to open the Create Milestone form, fill in the required fields.
• Recent Activity: Shows a feed of all recent actions taken on the project.
• Files: Upload and manage project files using the Browse button.

Click the “Create” button at the top-right to create a new project. Fill in the following fields:

• Name: Enter the project name.
• Start Date: Select the project start date.
• End Date: Select the project end date.
• Users: Select the users to be assigned to the project.
• Budget: Enter the allocated budget for the project.
• Description: Enter an optional project description.

12.2 Manage Project Reports

The Manage Project Reports page provides a detailed overview of all projects and their progress. The table displays the following columns: Project Name, Tasks, Bugs, Milestones, Start Date, End Date, Status, and Actions.

• Tasks: Shows completed vs. total tasks (e.g., 4/9).
• Bugs: Shows resolved vs. total bugs (e.g., 1/4).
• Milestones: Shows completed vs. total milestones (e.g., 2/4).
• Status: Displays the current project status: Ongoing, Onhold, or Finished. End dates highlighted in red indicate overdue projects.
• Actions: Click the View icon to open the detailed project report.

Use the search bar to find specific projects. Use the Filters option to narrow results by Status (Ongoing, Onhold, Finished) and Date Range, then click Apply to filter or Clear to reset.

When you open a project, the Project Report page gives you a full snapshot of the project’s health and progress. The report is divided into several panels: a summary header, Task Status Distribution, Task Priority Distribution, Users, and Milestones.

12.3 System Setup

The System Setup section is organized into two subsections, Task Stage and Bug Stage.

13.1 Manage Customers

• Click “Create” to add a new customer, which will open the Create Customer form. In this form, you need to enter details such as the user (client role only), company name, contact person, email, mobile number (including country code), tax number, payment terms, billing name, billing address (including city, state, country, and zip code), and shipping address.
• If the shipping address is the same as the billing address, you can select “Shipping address same as billing” to automatically fill in the details. You may also include optional notes if needed.
• The Manage Customers page displays all registered customers with details such as user, Customer Code, Company Name, Contact Person, Email, and Tax Number. Use the Search bar or filters (Customer Code, Company Name, Tax Number) to find records. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right. Use Action icons to View Report, View, Edit, or Delete any customer record.
• Clicking the View Report icon opens the Customer Detail page, which shows a full financial summary for that customer, including Total Invoiced, Total Returns, Total Credit Notes, Total Payments, and Balance.
• Set a Start Date and End Date, click Generate to load the report, and use Download PDF to export it. Below the summary, the page lists all Sales Invoices, Sales Returns, Credit Notes, and Customer Payments linked to that customer.

13.2 Manage Vendors

• To add a new vendor, click the “Create” button to open the Create Vendor form. Start by selecting a User from the dropdown, only users with the vendor role who are not already assigned to another vendor will appear in this list. If no user exists, click “Create user” to add one.
• Enter the Company Name, Contact Person, and Email. Add the Mobile Number including the country code in the format +[country code][phone number]. Optionally fill in the Tax Number and Payment Terms (e.g., Net 30).
• Fill in the billing details: enter the Billing Name, Billing Address, and Address Line 2 (optional for apartment, suite, etc.). Then enter the City, State, Country, and Zip Code.
• For the shipping address, either check “Shipping address same as billing” to auto-fill the shipping details, or manually enter the Shipping Name, Shipping Address, Address Line 2 (optional), City, State, Country, and Zip Code. Add any optional Notes if needed.
• All selected invoices and applied debit notes appear in the Payment Summary section. You can enter a partial amount for each invoice or remove an item using the delete icon. Applied debit notes are highlighted in green with the label “Credit applied to payment.”
• The Total Payment Amount is automatically calculated based on the invoices added minus any debit notes applied. Add optional Notes if needed.
• The Manage Vendors page displays all registered vendors with details such as Vendor Code, Company Name, Contact Person, Email, and Tax Number. Use the Search bar or filters (Vendor Code, Company Name, Tax Number) to locate records. Click Apply to filter and Clear to reset. Use Action icons to View Report, View, Edit, or Delete any vendor record.
• Clicking the View Report icon opens the Vendor Detail page, which shows a complete financial overview for that vendor, including Total Billed, Total Returns, Total Debit Notes, Total Payments, and Balance.
• Set a Start Date and End Date, click Generate to load the report, and use Download PDF to export it. Below the summary, the page lists all Purchase Invoices, Purchase Returns, Debit Notes, and Vendor Payments linked to that vendor.

13.3 Banking

13.4 Chart of Accounts

• Click “Create” to create a new account, which will open the Create Chart of Accounts form. In this form, you need to enter details such as the account type, account name, account code, normal balance (Debit or Credit), opening balance, and current balance (enter 0.00 for new accounts).
• Toggle “Is Active” ON to make the account usable in transactions. If the account falls under a parent account, select “Create as Sub Account”. You can also add an optional description for internal reference.
• The Manage Chart of Accounts page lists all financial ledger accounts in the system, displaying Account Code, Account Name, Account Type, Parent Account, Normal Balance (Debit/Credit), Opening Balance, Current Balance, and Status. Use filters (Account Type, Normal Balance, Status) to view specific account categories. Click Apply to filter and Clear to reset. Use the View or Edit icons to review or update any account.

13.5 Vendor Payments

• Click “Create” to add a new vendor payment, which will open the Create Vendor Payment form. In this form, you need to enter details such as the payment date, vendor name, bank account, and an optional reference number.
• Under Outstanding Invoices, select the invoices you want to pay by clicking the “Add” button next to each invoice, for example, PI-2026-01-008 (Balance: $1,500.00) or PI-2026-01-014 (Balance: $2,610.00). Under Available Debit Notes, you can offset the payment amount by clicking “Apply” next to any available debit note, such as DN-2026-01-005 (Balance: $261.00) or DN-2026-01-009 (Balance: $174.00).
• The Payment Summary section will automatically reflect all added invoices and any applied debit notes. Applied debit notes appear highlighted in green and are labeled “Credit applied to payment,” with their amount deducted from the total.
• The Total Payment Amount updates automatically based on your selections, for instance, adding invoice PI-2026-01-008 ($1,500.00) and applying debit note DN-2026-01-009 ($174.00) results in a total payment of $1,326.00. You can also add any relevant Notes in the notes field at the bottom.
• The Manage Vendor Payments page displays all payments made to vendors, showing Payment Number, Payment Date, Vendor Name, Bank Account, Amount, and Status (Pending, Cleared, Cancelled).
• Use filters (Vendor, Bank Account, Status, Date Range) to locate specific records. For Pending payments, available actions are: Mark as Cleared, Cancel Payment, View, and Delete. Cleared and Cancelled payments are locked and can only be Viewed. Click any Payment Number (blue hyperlink) to open its full details.

13.6 Customer Payments

• Click “Create” to open the Create Customer Payment form. Enter the payment date, customer, bank account, and an optional reference number.
• Under Outstanding Invoices, all unpaid invoices for the selected customer are listed. Click “Add” next to an invoice to include it in the payment.
• Under Available Credit Notes, any existing credits for the customer are listed. Click “Apply” next to a credit note to use it against the payment, the credit amount will be highlighted in green in the Payment Summary and automatically deducted from the total.
• The Payment Summary section updates in real time, showing all added invoices and applied credit notes. The Total Payment Amount reflects the final amount due after credits are applied, for example, adding invoice SI-2026-01-007 ($1,158.00) and applying credit note CN-2026-01-005 ($141.60) results in a total of $1,016.40. Add any relevant Notes in the notes field.
• You may also add optional notes if needed. Before submitting, ensure all details are accurate, as any errors will require cancellation of the record. Once completed, click “Create” to save the payment or “Cancel” to discard the changes. The payment will be recorded with a Pending status until it is marked as Cleared.
• The Manage Customer Payments page displays all payments received from customers, showing Payment Number, Customer Name, Payment Date, Amount, Bank Account, and Status. Use the Search bar or filters (Customer, Status, Date Range) to locate specific records.
• Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right. Payment statuses are color-coded: Pending (yellow), Cleared (green), and Cancelled (red).
• For Pending payments, available actions are: Mark as Cleared (confirm the payment), Cancel Payment (void the payment), View (open full details), and Delete (remove the record). Cleared and Cancelled payments are locked and can only be Viewed.

13.7 Manage Revenues

• Click “Create” to create a new revenue entry, which will open the Create Revenue form. In this form, you need to enter details such as the revenue date, category (select the appropriate revenue type), bank account (choose the account where the revenue will be received), chart of accounts (select the corresponding ledger account), and amount.
• The reference number is optional but recommended for tracking purposes. You can also add a description to provide context about the revenue source.
• The Manage Revenues page displays all revenue entries recorded in the system, showing Revenue Number, Date, Category, Bank Account, Chart of Account, Amount, Reference, Status, and Approved By. Use the Search bar or filters (Category, Status, Date Range, Bank Account) to locate specific records. Click Apply to filter and Clear to reset.
• Revenue statuses include: Draft (created but not yet submitted), Approved (reviewed and approved), and Posted (finalized and recorded in the ledger). For Draft entries, available actions are: Approve (submit for posting), View, Edit, and Delete.
• For Approved entries, the Post action is available to finalize the entry into the ledger. Posted entries can only be Viewed. Click any Revenue Number (blue hyperlink) to open its full details.

13.8 Manage Expenses

• Click “Create” to create a new expense entry, which will open the Create Expense form. In this form, you need to enter details such as the expense date, category (select the appropriate expense type), bank account (choose the account from which the expense will be debited), chart of account (select the corresponding ledger account), and amount. The reference number is optional but recommended for internal tracking. You can also add a description to provide context about the nature of the expense.
• The Manage Expenses page displays all expense entries recorded in the system, showing Expense Number, Date, Category, Bank Account, Chart of Account, Amount, Reference, Status, and Approved By. Use the Search bar or filters (Category, Status, Date Range, Bank Account) to find specific records. Click Apply to filter and Clear to reset.
• Expense statuses include: Draft (created but not yet submitted), Approved (reviewed and approved), and Posted (finalized and recorded in the ledger). For Draft entries, available actions are: Approve, View, Edit, and Delete. For Approved entries, the Post action is available to finalize the entry. Posted entries can only be Viewed. Click any Expense Number (blue hyperlink) to open its full details.

13.9 Debit Notes

• The Manage Debit Notes page displays all debit notes raised against vendors, typically generated when goods are returned to a vendor. Each record shows the Debit Note Number, linked Purchase Return, Vendor Name, Date, Total Amount, Balance, Status, and Approved By.
• Use the Search bar or filters (Vendor, Status, Purchase Return) to locate specific records. Click Apply to filter and Clear to reset. Debit note statuses include: Draft (pending approval), Approved (reviewed and confirmed), and Applied (fully or partially adjusted against vendor outstanding).
• For Draft entries, available actions are: Approve, View, and Delete. Approved and Applied entries can only be Viewed. Click any Debit Note Number or the linked Purchase Return number (blue hyperlinks) to open their respective details.

13.10 Credit Notes

• The Manage Credit Notes page displays all credit notes issued to customers, typically generated when a customer returns goods or when a credit adjustment is required. Each record shows the Credit Note Number, linked Sales Return, Customer Name, Date, Total Amount, Balance, Status, and Approved By.
• Use the Search bar or filters (Customer, Status, Sales Return) to locate specific records. Click Apply to filter and Clear to reset. Credit note statuses include: Draft (pending approval), Approved (reviewed and confirmed), and Applied (fully or partially adjusted against the customer’s outstanding balance). A negative Balance indicates the credit has been applied beyond the outstanding amount.
• For Draft entries, available actions are: Approve, View, and Delete. Approved and Applied entries can only be Viewed. Click any Credit Note Number or the linked Sales Return number (blue hyperlinks) to open their respective details.

13.11 Reports

The Reports section provides five pre-built financial reports accessible via tabs at the top of the page: Invoice Aging, Bill Aging, Tax Summary, Customer Balance, and Vendor Balance. Click on any tab to switch between report types. Each report can be generated for a specific date range and exported as a PDF using the Download PDF button.

14.1 Manage Goals

• Click “Create” to create a new goal, which will open the Create Goal form. In this form, you need to enter the goal name, target amount, start date, and target date. Optional fields include category (to classify the goal), goal type (default is Savings, with options for Savings, Expense Reduction, and Debt Reduction), priority (default is Medium, with options for Low, Medium, High, and Critical), chart of account (to link the goal to the relevant ledger account), and description (to provide context about the goal’s purpose).
• The Manage Goals page displays all financial and personal goals set within the system, showing Goal Name, Category, Type, Target Amount, Current Amount, Progress (displayed as a visual progress bar with percentage), Target Date, Priority, and Status.
• Use the Search bar or filters (Goal Type, Status, Priority, Category) to locate specific goals. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right. Goal priorities are color-coded: Critical, High, Medium, and Low.
• Goal statuses include Draft (not yet activated) and Active (currently in progress). For Draft goals, available actions are: Approve (activate the goal), View, Edit, and Delete. Once a goal becomes Active, it cannot be edited, only Viewed and Deleted.

14.2 Manage Milestones

• Click “Create” to create a new milestone, which will open the Create Milestone form. In this form, you need to enter the goal (select the parent goal this milestone belongs to), milestone name (a descriptive label for this checkpoint, e.g., “First Quarter Target”), target amount (the amount to be reached at this milestone), and target date (the deadline for achieving this milestone). You may also add an optional description to provide additional context.
• The Manage Milestones page displays all intermediate targets set against active goals, showing the linked Goal Name, Milestone Name, Target Amount, Achieved Amount, Achieved Date, Target Date, and Status.
• Use the Search bar or filters (Goal, Status, Target Date Range) to locate specific milestones. Click Apply to filter and Clear to reset. Milestone statuses include: Pending (target not yet reached) and Achieved (target amount has been met). Both Pending and Achieved milestones can be Edited or Deleted using the action icons.

14.3 Manage Contributions

• Click “Create” to record a new contribution, which will open the Create Contribution form. In this form, you need to enter the goal (select the goal this contribution is being applied to), date (auto-filled with today’s date but can be modified), and amount (the contribution value being recorded).
• You may also add optional notes to describe the source or purpose of the contribution, such as “Monthly automatic transfer” or “Weekend side income contribution.”
• The Manage Contributions page displays a log of all financial contributions made toward active goals, showing the linked Goal Name, Contribution Date, Amount, Type (Manual or Automatic), and Notes.
• Use the Search bar or filters (Goal, Type, Date Range) to locate specific contribution records. Click Apply to filter and Clear to reset. Contribution types are displayed as color-coded badges: Manual and Automatic. All contributions can be Edited or Deleted using the action icons.

14.4 Manage Tracking

• Click “Create” to add a new tracking entry, which will open the Create Tracking form. In this form, you need to enter the Goal (select the goal being tracked), Tracking Date, Previous Amount (the balance before this entry), Contribution Amount (the amount added in this period), Current Amount (the updated balance after contribution), Progress Percentage (percentage of the total goal achieved), and Days Remaining (number of days left until the Target Date).
• You may also add the Projected Completion Date to estimate when the goal will be fully achieved based on current progress. Select the appropriate Status from the dropdown, On Track, Behind, or Ahead, to reflect the current state of the goal.
• The Manage Tracking page provides a detailed progress log for each goal, showing the linked Goal Name, Tracking Date, Contribution Amount, Current Amount, Progress Percentage, Days Remaining, and Status.
• Use the Search bar or filters (Goal, Status, Date Range) to locate specific tracking records. Click Apply to filter and Clear to reset. Tracking statuses are color-coded: Behind, On Track, and Ahead. All tracking records can be Viewed, Edited, or Deleted using the action icons.

14.5 Manage Categories

• Click “Create” to create a new category, which will open the Create Category form. In this form, you need to enter the Category Name (e.g., “Financial” or “Health & Fitness”) and Category Code (a unique identifier, e.g., FINANCE or HEALTH).
• You may also add an optional Description to explain the type of goals this category covers. Toggle Is Active ON to make this category available when creating new goals.
• The Manage Categories page displays all goal categories available in the system, showing Category Name, Category Code, Description, and Active Status.
• Use the Search bar or filter by Is Active status to locate specific categories. Click Apply to filter and Clear to reset. Active status is shown as Active (green) or Inactive (red).
• Default categories include: Personal Development, Career Growth, Health & Fitness, Financial, Education, Business, Relationships, Creative, and Travel. All categories can be Edited or Deleted using the action icons.

15.1 Budget Periods

• Click “Create” to create a new budget period, which will open the Create Budget Period form. In this form, you need to enter the Period Name (e.g., “Q1 2024 Budget”), Financial Year (e.g., 2024), Start Date, and End Date.
• The Manage Budget Periods page displays all defined budget periods, showing Period Name, Financial Year, Start Date, End Date, Status, and Approved By.
• Use the Search bar or filters (Financial Year, Status, Date Range) to locate specific periods. Click Apply to filter and Clear to reset.
• Budget period statuses include: Active (currently open for budget entries) and Closed (period has been finalized and no further changes are allowed). For Active periods, the Close action is available in the Actions column to formally close the period once it ends.

15.2 Manage Budget

• Click “Create” to create a new budget, which will open the Create Budget form. In this form, you need to enter the Budget Name, Budget Period (select the relevant period this budget belongs to), and Budget Type (select either Operational or Capital).
• The Manage Budget page displays all budgets created in the system, showing Budget Name, Period, Type, Amount, Status, and Approved By.
• Use the Search bar or filters (Budget Period, Type, Status) to locate specific budgets. Click Apply to filter and Clear to reset. Budget types are displayed as color-coded badges: Operational (purple) and Capital (orange).
• Budget statuses include: Draft (created but not yet submitted), Active (submitted and in use), and Approved (reviewed and finalized). For Draft budgets, available actions are: Approve (submit the budget for activation), Edit, and Delete. For Active budgets, the Close action is available to finalize and lock the budget. Approved budgets can only be Activated using the play icon.

15.3 Budget Allocations

• Click “Create” to create a new budget allocation, which will open the Create Budget Allocation form. In this form, you need to enter the Budget (select the budget this allocation belongs to), Account (select the account to which funds are being allocated), and Allocated Amount (the total funds assigned to this account).
• The Manage Budget Allocations page displays a breakdown of how each budget’s funds are distributed across different accounts, showing Budget Name, Account, Allocated Amount, Spent Amount, and Remaining Amount.
• Use the Search bar or filters (Budget, Account) to locate specific allocation records. Click Apply to filter and Clear to reset.
• The Remaining Amount column reflects the unspent balance for each allocation in real time. All allocation records can be Edited or Deleted using the action icons.

15.4 Budget Monitoring

• The Budget Monitoring page provides a time-based view of budget performance, showing how each budget’s spending has progressed over time. Each record displays the Budget Name, Date, Allocated Amount, Spent Amount, Remaining Amount, and Variance Percentage.
• Use the Search bar or filters (Budget, Date Range) to monitor specific budgets over a defined period. Click Apply to filter and Clear to reset.
• The Variance % column indicates the difference between the allocated and spent amounts as a percentage. A positive variance means the budget has unspent funds remaining, while a negative variance indicates overspending beyond the allocated amount.
• This page is read-only and is automatically updated as expenses are recorded against the budget; no manual entries are required.

16.1 Ledger Summary

• The Ledger Summary Report provides a concise overview of all ledger accounts, summarising their transactions with debits and credits over a selected date range. This helps users understand account movements and balances at a glance.
• On the Ledger Summary page, you’ll find a complete view of all your account ledgers, including their transaction histories and balances.
• At the top of the page, there is a search bar where you can search for specific ledger entries by typing account code, name, or description.
• There is also an option of filtering, where you can select a specific account from the dropdown, and choose a date range using the “From Date” and “To Date” fields. After selecting your filters, click the “Apply” button to view the filtered results.
• You can easily clear all filters by clicking the “Clear” button to view all ledger entries again.
• The ledger summary displays all posted journal entries in a table format, showing the Date, Account Code, Account Name, Reference, Description, Debit amount, and Credit amount for each transaction.
• This page also allows you to download the ledger data as a PDF or print it directly, which can be useful for audits, reviews, or offline records. Simply click the “Download PDF” or print icon button at the top right.

16.2 Trial Balance

• The Trial Balance report compiles the ending balances of all the accounts to ensure that total debits equal total credits. It includes data from all transactions such as invoices, bills, payments, revenue entries, Vendor Payment, and Bank Transfer, etc…
• The trial balance data is automatically generated from all your business transactions across all modules that are connected with the Account system.
• When you create invoices, record payments, make purchases, or perform any financial transaction in connected modules, journal entries are automatically created in the background.
• The trial balance pulls data from these automatically generated journal entries and displays the current balances of all your accounts.
• In the Trial Balance section, you can view a consolidated list of all your account balances, ensuring that total debits match total credits.
• At the top of the page, you can select the date range for which you want to generate the trial balance using the “From Date” and “To Date” fields. Once you’ve selected your dates, click the “Generate” button to create the report.
• The page displays two summary cards showing the Total Debit and Total Credit amounts prominently. When your books are balanced, these two amounts will be equal, confirming the accuracy of your financial records.
• Below the summary cards, the trial balance displays all accounts in a table format with four columns: Account Code, Account Name, Debit, and Credit. Each account shows its current balance in either the debit or credit column.
• At the bottom of the table, you’ll see the TOTAL row, which sums up all debit and credit amounts. This is where you can quickly verify that your total debits equal total credits, confirming your books are balanced.
• Like other sections, this report can be downloaded as a PDF or printed for documentation or reviewed periodically to maintain financial accuracy. Simply click the “Download PDF” or print icon button at the top right.

16.3 Balance Sheet

• When you open the Balance Sheets page, you’ll see the balance sheet for the most recent period. To generate a new balance sheet, simply click the “Generate Balance Sheet” button at the top right corner.
• First, select the balance sheet date. And Add a Financial Year. This is the date for which you want to see your financial position (like month-end or year-end).
• Below, this details you’ll see a section called “How it works” that explains what the system will do when generating the balance sheet.
• In the How it works section, you’ll see the details, like how the system will calculate balances for all accounts up to the selected date. Accounts will be automatically sorted into Assets, Liabilities, and Equity.
• The system will check that your balance sheet is balanced (Assets = Liabilities + Equity). You can review and finalise the balance sheet after generation. Click the “Generate” button to create the balance sheet.
• After you click Generate, you’ll see the balance sheet details page. At the top, there are three matrix cards showing your Total Assets, Total Liabilities, and Total Equity.
• Below these boxes, you’ll see the complete balance sheet divided into two sides: “Liabilities & Equity” on the left and “Assets” on the right.
• On the Assets side, accounts are grouped into categories like Current Assets (cash, accounts receivable, inventory), Other Assets (like tax receivable), and Fixed Assets (equipment, buildings). Each account shows its code number and current balance.
• On the Liabilities & Equity side, you’ll see Current Liabilities (accounts payable, taxes owed), Long-term Liabilities (long-term loans), and Equity (retained earnings). Each shows its code number and balance.
• At the top of the balance sheet, there’s a date dropdown. If you have multiple balance sheets, you can click this to switch between different dates.
• At the top, you’ll find several action buttons, including “Add Note,” which allows you to add a note by entering the note title or content, or simply by clicking the “Add Note” button.
• “Compare,” which allows you to select a balance sheet from the dropdown and compare it with another, but this option is only available if both balance sheets are finalized. “Download PDF,” which enables you to download the balance sheet as a PDF file, and “Finalise,” which changes the status from draft to final when clicked.
• On the right side, you can see two status badges: one shows if the balance sheet is balanced, and another shows if it’s in draft or finalised status.
• When a balance sheet is in Draft status, you can make changes, add notes, or delete it. Once you click Finalise, it becomes permanent, and you cannot change or delete it anymore.
• A finalised balance sheet is your official record. You can use finalised balance sheets to compare different time periods.
• At the top right corner, you’ll find the “All Balance Sheets” button. Clicking it will take you to a comprehensive list of all your previously created balance sheets. Each row displays the date, financial year, total assets, total liabilities, total equity, balance status (Yes/No), the current status (Draft/Finalised), and available action buttons.
• In the list page at the top, there’s a search box where you can search by financial year. Next to it, there’s a filter dropdown to filter by status. After selecting your filter, click “Apply” to see the results or “Clear” to remove the filter.
• Available actions you can use view to see the balance sheet, download pdf to download the balance sheet file as a PDF, or finalise to convert the draft status into the finalised, or delete to remove the existing balance sheet record.
• By clicking the “View Comparisons” button, you’ll be directed to the Balance Sheet Comparisons page, where the system displays your entire comparison history in an easily accessible, clickable format.
• Next, click the Year-End Close button to end your financial year and close your books. You will need to enter the financial year you wish to close and select the closing date.
• Below the details, you’ll find an important warning stating that this action will close all revenue and expense accounts, transfer your profit or loss to retained earnings, create opening balances for the next year, and cannot be undone; click the Close Year button to complete the year-end closing.
• After the year-end close finishes, the system automatically handles all the closing processes and sets up the new year.
• Important: You can only close each financial year once, and you cannot undo it. Make sure all your transactions for the year are entered and correct before closing.
• During the year-end close, the system first checks if the year has already been closed to avoid any mistakes. Then, it reviews your income and expense accounts to see their balances.
• It generates a special journal entry that resets all income and expense accounts to zero, carries them forward to the new year, and transfers the profit or loss into the Retained Earnings account.
• After posting this entry, the system calculates the opening balances for the new year based on where your accounts ended, creating new records for all your balance sheet accounts, like assets, liabilities, and equity. Finally, it updates your chart of accounts with these new balances, ensuring everything is ready for the start of the new financial year.
• Choose to toggle between Horizontal and Vertical view to see the balance sheet in different formats.

16.4 Profit & Loss Statement

• The Profit & Loss section provides a detailed breakdown of your income and expenses over a chosen period, helping you understand your net profit or loss.
• The profit and loss data is automatically generated from all your business transactions across all modules that are connected with the Account system. When you create invoices, record sales, pay bills, or record expenses, journal entries are automatically created in the background. The profit and loss statement uses these entries to show your financial performance.
• On the Profit & Loss page, the date range is displayed at the top, where you can select the “From Date” and “To Date” to generate reports. You can generate reports for any period: a week, month, quarter, or full year.
• The page displays three summary cards showing the Total Revenue, Total Expenses, and Net Profit. You can see the “net profit” or “net loss” easily; the amount will be calculated automatically.
• Below the summary cards, the report is divided into two sections: “Revenue” on the left and “Expenses” on the right.
• The Revenue section lists all your income accounts, showing how much money you earned from each source during the selected period. At the bottom, you’ll see “Total Revenue,” which sums up all income.
• The Expenses section lists all your expense accounts, showing how much money you spent in each category during the selected period. At the bottom, you’ll see “Total Expenses,” which sums up all spending.
• At the very bottom of the report, you’ll see “Net Profit,” which is calculated as: Total Revenue minus Total Expenses. If expenses are higher than revenue, you’ll see a “Net Loss”.
• You also have the option to download the report as a PDF or print it directly. Simply click the “Download PDF” or print icon button at the top right.

16.5 Reports

• In the Report section, you can see detailed reports of your business transactions and account activities.
• On the Reports page, there are six tabs at the top: Journal Entry, General Ledger, Account Statement, Account Balance, Cash Flow, and Expense Report. You can click on any tab to switch between different reports.
• On each report page, there is a filtering option where you can select the date range using the “From Date” and “To Date” fields. Some reports also have additional filters like status or account type.
• After selecting your filters, click the “Generate” button to display the report. You can click “Clear” to remove all filters.
• You can download any report as a PDF or print it directly using the buttons at the top right.
• The Journal Entry Report displays all journal entries with Journal, Date, Reference, Description, Total Debit, Total Credit, and Status, allowing filtering by status (Posted, Draft, or All Status), and includes expandable details for each entry showing Account Code, Account Name, Description, Debit, and Credit amounts.
• The General Ledger Report displays all transactions for a specific account, including dates, descriptions, debit/credit amounts, and running balance, with options to select the account and date range for the report.
• The Account Statement Report is similar to the General Ledger but formatted as a statement, making it useful for account reconciliation.
• The Account Balance Report shows the current balances of all accounts as of a specific date, with options to filter by account type (Assets, Liabilities, Equity, Revenue, Expenses), show or hide zero balances, and display subtotals by account type along with a Grand Total at the bottom.
• The Cash Flow Report shows cash movements for a selected period, highlighting Beginning Cash, Net Cash Flow, and Ending Cash, with sections for Operating, Investing, and Financing Activities, and a Net Increase/Decrease in Cash at the bottom.
• The Expense Report lists all expense accounts with amounts sorted from highest to lowest, showing Total Expenses at the bottom, and includes data only from posted journal entries, excluding draft entries.

17.1 Manage Employees

• Click “Create” to create a new employee, which will open the Create Employee form. This form is divided into six tabs that must be completed in order: Personal, Employment, Contact, Banking, Hours & Rates, and Documents. Click Next to proceed to the next tab and Previous to go back.
• On the Personal tab, the Employee ID is auto-generated by the system. You need to enter the Date of Birth and select the Gender (Male, Female, or Other).
• On the Employment tab, you need to enter the User (only company users are applicable), Shift, Employment Type (default is Full Time — options include Full Time, Part Time, Temporary, and Contract), and Date of Joining. Select the Branch first, then Department (which depends on the selected Branch), and then Designation (which depends on the selected Department).
• On the Contact tab, you need to enter the full residential address, including Address Line 1, City, State, Country, and Postal Code. You must also provide Emergency Contact Name, Emergency Contact Relationship, and Emergency Contact Number (include country code, e.g., +11233567890). Address Line 2 is optional.
• On the Banking tab, you need to enter the Bank Name, Account Holder Name, Account Number, Bank Identifier Code, and Bank Branch. Tax Payer ID is optional.
• On the Hours & Rates tab, you need to enter the Basic Salary, Hours Per Day, Days Per Week, and Rate Per Hour.
• On the Documents tab, click Add Document to upload employee documents. For each document, select the Document Type and upload the corresponding file using the Choose File button. Click Remove to delete a document entry. You may add multiple documents before submitting. Click Create to save the employee record or Cancel to discard.
• The Manage Employees page displays all registered employees, showing Employee ID, Employee Name, Branch, Department, Designation, Employment Type, and Date of Joining.
• Use the Search bar or filters (Branch, Department, Employment Type, Gender) to locate specific employees. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right. Use the action icons to View, Edit, or Delete any employee record.

17.2 Payslip

17.3 Attendance

17.4 Leave Management

17.5 Manage Holidays

• Click “Create” to create a new holiday, which will open the Create Holiday form. In this form, you need to enter the Name, Start Date, End Date, Holiday Type (e.g., Regional, International, Traditional, Festival, Independence, Memorial, Seasonal, Cultural, or Local Holiday), and Description.
• You may also toggle Is Paid ON if the holiday is a paid day off, Is Sync Google Calendar ON to sync it to Google Calendar, and Is Sync Outlook Calendar ON to sync it to Outlook Calendar.
• The Manage Holidays page displays all declared holidays, showing Holiday Name, Start Date, End Date, Holiday Type, and Paid status (Yes/No). Use the Search bar or filter by Holiday Type to locate specific records. Click Apply to filter and Clear to reset. All holidays can be Viewed, Edited, or Deleted using the action icons.

17.6 Manage Awards

• Click “Create” to create a new award, which will open the Create Award form. In this form, you need to enter the Employee, Award Type (e.g., Culture Champion, Long Service Award, Best Problem Solver), and Award Date.
• You may also add an optional Description to provide context about why the award is being given, and upload a Certificate file using the Browse button.
• The Manage Awards page displays all awards given to employees, showing Employee Name, Award Type, Award Date, and a Certificate icon (click to view the uploaded certificate). Use the Search bar or filters (Employee, Award Type) to locate specific records. Click Apply to filter and Clear to reset. All award records can be Viewed, Edited, or Deleted using the action icons.

17.7 Manage Promotions

• Click “Create” to create a new promotion record, which will open the Create Promotion form. In this form, you need to enter the Employee, Current Branch (select the branch first), Current Department (depends on selected branch), Current Designation (depends on selected department), and Effective Date (the date the promotion takes effect).
• You may also add an optional Reason to explain the basis for the promotion, and upload a supporting Document using the Browse button.
• The Manage Promotions page displays all promotion records, showing Employee Name, Previous Branch, Current Branch, Current Designation, Effective Date, Status, and Approved By. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
• Promotion statuses include: Pending and Approved. For Pending promotions, click the Status action (play icon) to open the Update Promotion Status form, where you can change the status from the dropdown and click Update Status to confirm. All promotion records can be Viewed, Edited, and Deleted using the action icons.

17.8 Manage Resignations

• Click “Create” to create a new resignation record, which will open the Create Resignation form. In this form, you need to enter the Employee, Last Working Date, and Reason.
• You may also add an optional Description to provide additional context, and upload a supporting Document using the Browse button.
• The Manage Resignations page displays all resignation records, showing Employee Name, Last Working Date, Reason, Status, Document, and Approved By. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
• Resignation statuses include: Pending, Accepted, and Rejected. For Pending resignations, click the Update Status action (play icon) to open the Update Resignation Status form, where you can change the status from the dropdown and click Update Status to confirm. All resignation records can be Viewed, Edited, and Deleted using the action icons.

17.9 Manage Terminations

• Click “Create” to create a new termination record, which will open the Create Termination form. In this form, you need to enter the Employee, Termination Type, Notice Date, Termination Date, and Reason.
• You may also add an optional Description to provide additional context, and upload a supporting Document using the Browse button.
• The Manage Terminations page displays all termination records, showing Employee Name, Termination Type, Notice Date, Termination Date, Document, Status, and Approved By. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
• Termination statuses include: Pending, Approved, and Rejected. For Pending terminations, click the Update Status action (play icon) to change the status. All termination records can be Viewed, Edited, and Deleted using the action icons.

17.10 Manage Warnings

• Click “Create” to create a new warning record, which will open the Create Warning form. In this form, you need to enter the Employee, Warning By, Warning Type, Subject, Severity, and Warning Date.
• You may also add an optional Description to provide additional context, and upload a supporting Document using the Browse button.
• The Manage Warnings page displays all warning records, showing Employee Name, Warning By Name, Warning Type, Subject, Severity, Warning Date, Warning Status, and Document. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
• Warning statuses include: Pending and Approved. For Approved warnings, click the Response action (eye icon) to open the Response form, where you can update the Warning Status and enter a written Response, then click Save to confirm. All warning records can be Viewed, Edited, and Deleted using the action icons.

17.11 Manage Complaints

• Click “Create” to create a new complaint record, which will open the Create Complaint form. In this form, you need to enter the Employee, Against Employee, Complaint Type, Subject, Description, and Complaint Date.
• You may also upload a supporting Document using the Browse button.
• The Manage Complaints page displays all complaint records, showing Employee Name, Against Employee, Complaint Type, Subject, Complaint Date, Status, and Document. Use the Search bar or filter by Employee, Complaint Type, and Status to locate specific records. Click Apply to filter and Clear to reset.
• Complaint statuses include: Assigned, In Progress, In Review, and Resolved. Click the Manage Status action (play icon) to open the Update Complaint Status form, where you can select a new status from the dropdown and click Update Status to confirm. All complaint records can be Viewed, Edited, and Deleted using the action icons.

17.12 Manage Employee Transfers

• Click “Create” to create a new employee transfer record. The Manage Employee Transfers page displays all transfer records, showing Employee Name, Transfer Path, Status, Effective Date, Approved By, and Document. Use the Search bar or filter by Employee and Status to locate specific records. Click Apply to filter and Clear to reset.
• Transfer statuses include: Pending, In Progress, and Approved. For Pending or In Progress transfers, click the Action (play icon) to open the Update Transfer Status form, where you can view the Employee name, select a new Status from the dropdown, and click Update Status to confirm. All transfer records can be Viewed, Edited, and Deleted using the action icons.

17.13 Manage Documents

• Click “Create” to create a new document record, which will open the Create Document form. In this form, you need to enter the Title, Document Category, Description, and upload the Document file using the Browse button.
• The Manage Documents page displays all document records, showing Title, Document Category, Effective Date, Uploaded By, Approved By, Status, and Document. Use the Search bar or filter by Document Category to locate specific records. Click Apply to filter and Clear to reset.
• Document statuses include: Pending, Approved, and Rejected. For Pending documents, click the Action (play icon) to open the Update Document Status form, where you can select a new status from the dropdown and click Update Status to confirm. Approved documents can be downloaded using the download icon. All document records can be Viewed, Edited, and Deleted using the action icons.

17.14 Manage Acknowledgments

• Click “Create” to create a new acknowledgment record, which will open the Create Acknowledgment form. In this form, you need to enter the Employee, select the Document to be acknowledged, and enter an Acknowledgment Note.
• The Manage Acknowledgments page displays all acknowledgment records, showing Employee, Document, Status, Acknowledged At, and Assigned By. Use the Search bar or filter by Employee, Document, and Status to locate specific records. Click Apply to filter and Clear to reset.
• Acknowledgment statuses include: Pending and Acknowledged. For Pending acknowledgments, click the Action (play icon) to open the Update Status form, where you can view the Employee name, select a new Status from the dropdown, and click Update Status to confirm. Acknowledged records can be downloaded using the download icon. All acknowledgment records can be Viewed, Edited, and Deleted using the action icons.

17.15 Manage Announcements

• Click “Create” to create a new announcement record, which will open the Create Announcement form. In this form, you need to enter the Title, Announcement Category, Department, Priority, Start Date, and End Date. You may also add an optional Description to provide additional context.
• The Manage Announcements page displays all announcement records, showing Title, Announcement Category, Start Date, End Date, Priority, Status, and Approved By. Use the Search bar or filter by Priority and Status to locate specific records. Click Apply to filter and Clear to reset. End dates highlighted in red indicate that the announcement has passed or is nearing expiry.
• Announcement statuses include: Active, Inactive, and Draft. Click the Update Status action (play icon) to open the Update Announcement Status form, where you can select a new status from the dropdown and click Update Status to confirm. All announcement records can be Viewed, Edited, and Deleted using the action icons.

17.16 Manage Events

• Click “Create” to create a new event record, which will open the Create Event form. In this form, you need to enter the Title, Event Type, Departments, Start Date, End Date, Start Time, End Time, Location, and Color.
• You may also add an optional Description and toggle the Sync to Google Calendar option to sync the event with your Google Calendar.
• The Manage Events page displays all event records, showing Title, Event Type, Start Date, End Date, Start Time, End Time, Status, and Approved By. Use the Search bar or filter by Status and Event Type to locate specific records. Click Apply to filter and Clear to reset.
• Event statuses include: Pending and Approved. For Pending events, click the Update Status action (play icon) to open the Update Event Status form, where you can select a new status from the dropdown and click Update to confirm. All event records can be Viewed, Edited, and Deleted using the action icons.
• Click the Calendar icon at the top right to switch to the Events Calendar view, which displays events in a monthly, weekly, or daily calendar layout. Use the navigation arrows to move between months and click Today to return to the current date. All events are also listed on the right panel with their event type, date, time, and description.

17.17 System Setup

The System Setup section allows administrators to configure foundational data used throughout the system. It is accessible from the left-side navigation panel and includes the following sections: Branches, Departments, Designations, Document Types, Award Types, Termination Types, Warning Types, Complaint Types, Holiday Types, Document Categories, Announcement Categories, Event Types, Allowance Types, Deduction Types, Loan Types, Working Days, and IP Restricts. Each section lists existing entries and provides Edit and Delete action icons for managing records.

• Branches — Displays a list of all branches with their Branch Name. Click “Create” to open the Create Branch form, where you enter the Branch Name and click Create.
• Departments — Displays all departments with their Department Name and associated Branch. Click “Create” to open the Create Department form, where you enter the Department Name and select a Branch, then click Create.
• Designations — Displays all designations with their Designation Name, Branch, and Department. Click “Create” to open the Create Designation form, where you enter the Designation Name, select a Branch, and then select a Department. Note that a Branch must be selected first before the Department dropdown becomes available.
• Document Types — Displays all document types with their Document Name, Description, and whether the document Is Required. Click “Create” to open the Document Type form, where you enter the Document Name, an optional Description, and toggle the Is Required switch as needed, then click Create.
• Award Types — Displays all award types with their Name and Description. Click “Create” to open the Create Award Type form, where you enter the Name and an optional Description, then click Create.
• Termination Types — Displays all termination types with their Termination Type name. Click “Create” to add a new termination type. All entries can be Edited and Deleted using the action icons.
• Warning Types — Displays all warning types with their Warning Type Name. Click “Create” to open the Create Warning Type form, where you enter the Warning Type Name and click Create. All entries can be Edited and Deleted using the action icons.
• Complaint Types — Displays all complaint types with their Complaint Type name. Click “Create” to open the Create Complaint Type form, where you enter the Complaint Type and click Create. All entries can be Edited and Deleted using the action icons.
• Holiday Types — Displays all holiday types with their Holiday Type name. Click “Create” to open the Create Holiday Type form, where you enter the Holiday Type and click Create. All entries can be Edited and Deleted using the action icons.
• Document Categories — Displays all document categories with their Document Type name and Status (Enabled or Disabled). Click “Create” to open the Create Document Category form, where you enter the Document Type name and toggle the Enable/Disable switch to set its status, then click Create. All entries can be Edited and Deleted using the action icons.
• Announcement Categories — Displays all announcement categories with their Announcement Category name. Click “Create” to open the Create Announcement Category form, where you enter the Announcement Category and click Create. All entries can be Edited and Deleted using the action icons.
• Event Types — Displays all event types with their Event Type name. Click “Create” to open the Create Event Type form, where you enter the Event Type and click Create. All entries can be Edited and Deleted using the action icons.
• Allowance Types — Displays all allowance types with their Name and Description. Click “Create” to open the Create Allowance Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
• Deduction Types — Displays all deduction types with their Name and Description. Click “Create” to open the Create Deduction Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
• Loan Types — Displays all loan types with their Name and Description. Click “Create” to open the Create Loan Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
• Working Days — Allows administrators to define the working days for the organization. Check or uncheck the boxes next to each day of the week (Monday through Sunday) to mark them as working days. Click Save to apply the changes.
• IP Restricts — Displays a list of allowed IP addresses with their IP value. Use the IP Restrict toggle at the top right to turn IP restriction On or Off for the entire system. Click “Create” to open the Create IP Restrict form, where you enter the IP address and click Create. All IP entries can be Edited and Deleted using the action icons.

18.1 Performance Indicators

• Click “Create” to create a new performance indicator, which will open the Create Performance Indicator form. In this form, you need to enter the Name, Category, Measurement Unit, and set the Status. You may also add an optional Description and Target Value.
• The Manage Performance Indicators page displays all indicators, showing Name, Category, Unit, Target Value, and Status. Use the Search bar or filter by Category, Status, and Measurement Unit to locate specific records. Click Apply to filter and Clear to reset.
• Indicator statuses include: Active and Inactive. All records can be Viewed, Edited, and Deleted using the action icons.

18.2 Employee Goals

• Click “Create” to create a new employee goal, which will open the Create Employee Goal form. In this form, you need to enter the Employee, Goal Type, Title, Description, Start Date, End Date, and Target. You may also set the Progress (%) and Status, which defaults to Not Started.
• The Manage Employee Goals page displays all goals, showing Title, Employee, Goal Type, Target, Progress (with a visual progress bar and percentage), Start Date, End Date, and Status. Use the Search bar or filter by Employee, Goal Type, and Status to locate specific records. Click Apply to filter and Clear to reset.
• Goal statuses include: Not Started, In Progress, Completed, and Overdue. All records can be Viewed, Edited, and Deleted using the action icons.

18.3 Review Cycles

• Click “Create” to create a new review cycle, which will open the Create Review Cycle form. In this form, you need to enter the Name, Frequency, and Status. You may also add an optional Description.
• The Manage Review Cycles page displays all review cycles, showing Name, Frequency, Description, Status, and Created date. Use the Search bar or filter by Frequency and Status to locate specific records. Click Apply to filter and Clear to reset.
• Review cycle statuses include: Active and Inactive. All records can be Viewed, Edited, and Deleted using the action icons.

18.4 Employee Reviews

• Click “Create” to create a new employee review, which will open the Create Employee Review form. In this form, you need to enter the Employee, Reviewer, Review Cycle, Review Date, and Status.
• The Manage Employee Reviews page displays all reviews, showing Employee, Reviewer, Review Cycle, Review Date, Rating, and Status. Use the Search bar or filter by Reviewer, Review Cycle, and Status to locate specific records. Click Apply to filter and Clear to reset.
• Review statuses include: Pending, In Progress, and Completed. For Pending reviews, click the Conduct Review action (play icon) to open the Conduct Performance Review page.
• This page displays the Review Information (Employee, Reviewer, and Review Cycle) at the top, followed by Performance Ratings organized by indicator categories such as Work Quality & Accuracy, Productivity & Efficiency, Team Collaboration, and more. Each indicator can be rated using a 5-star rating scale.
• At the bottom, you can enter Pros and Cons using the rich text editor, then click Submit Review to complete the review. All records can be Viewed, Edited, and Deleted using the action icons.

18.5 Performance System setup

The Performance System Setup section allows administrators to configure the foundational data used in the Performance module. It includes two sections accessible from the left-side navigation panel: Indicator Categories and Goal Types.

• Indicator Categories — Displays all indicator categories with their Name, Description, and Status. Click “Create” to open the Create Indicator Category form, where you enter the Name, an optional Description, and set the Status, then click Create. All entries can be Edited and Deleted using the action icons.
• Goal Types — Displays all goal types with their Name, Description, and Status. Click “Create” to open the Create Goal Type form, where you enter the Name, an optional Description, and set the Status, then click Create. All entries can be Edited and Deleted using the action icons.

19.1 Manage Training Types

• Click “Create” to create a new training type, which will open the Create Training Type form. In this form, you need to enter the Name, select a Branch, and select a Department. Note that a Branch must be selected first before the Department dropdown becomes available. You may also add an optional Description.
• The Manage Training Types page displays all training types, showing Name, Branch, Department, and Description. Use the Search bar or filter by Branch and Department to locate specific records. Click Apply to filter and Clear to reset. All records can be Edited and Deleted using the action icons.

19.2 Manage Trainers

• Click “Create” to create a new trainer record, which will open the Create Trainer form. In this form, you need to enter the Name, Contact, Email, Experience, Branch, and Department. Note that a Branch must be selected first before the Department dropdown becomes available. You may also add optional Expertise and Qualification details.
• The Manage Trainers page displays all trainers, showing Name, Contact, Email, Experience, Branch, and Department. Use the Search bar or filter by Branch and Department to locate specific records. Click Apply to filter and Clear to reset. All records can be Edited and Deleted using the action icons.

19.3 Manage Training List

• Click “Create” to create a new training record, which will open the Create Training List form. In this form, you need to enter the Title, Training Type, Trainer, Status, Branch, Department, Start Date, End Date, Start Time, and End Time. You may also add optional Max Participants, Location, Cost, and Description.
• The Manage Training List page displays all training records, showing Title, Training Type, Trainer, Start Date, End Date, Status, Branch, and Location. Use the Search bar or filter by Status, Branch, and Department to locate specific records. Click Apply to filter and Clear to reset.
• Training statuses include: Scheduled, Ongoing, Completed, and Cancelled. All records can be Edited and Deleted using the action icons.
• Click the Tasks icon to open the Tasks page for that specific training. The Tasks page lists all tasks associated with the training, showing Title, Assigned To, Due Date, and Status. Click “+” to add a new task. For Pending tasks, click the Mark Complete action (checkmark icon) to mark the task as completed. All tasks can be Edited and Deleted using the action icons.
• Click the Feedbacks icon on a task to open the Feedbacks page for that task, which displays all submitted feedback. Click “Create” to open the Add Feedback form, where you can give a star Rating and enter Comments, then click Submit Feedback to save. If no feedback has been submitted yet, the page will display a “No feedbacks yet” message.

20.1 Job Locations

• To add a new Job Location, click the “Create” button. Enter the Name of the location and check the Remote Work checkbox if this is a remote position. Fill in the Address, City, State, Country, and Postal Code fields. Select the Status as Active or Inactive and click “Submit”.
• The list page displays all locations with columns for Name, Address, Country, Type, and Status. Use the Search button to find specific locations or switch to Grid View for a different layout.
• Available Actions you can use: View to see complete Job Location Details, including all address information. Also, you can edit the location to update any details or delete it if no longer needed.
• On the website, all the job locations that have been added here are visible on the careers page of the website, and visitors can also filter jobs by these locations.

20.2 Custom Questions

• To create a new Custom Question, click the “Create” button. Enter your Question text and select the Question Type from the dropdown, including Text, Textarea, Select, Radio, Checkbox, Date, or Number. If you choose Select, Radio, or Checkbox as the question type, an Options field will appear where you can enter the available choices.
• Check the Is Required checkbox if this question must be answered by candidates. Check the Is Active checkbox to make the question available for use. Enter a Sort Order number to control where this question appears in the application form. Click “Submit” to create the question.
• The list page shows all custom questions with columns for Question, Type, Is Required, Is Active, and Sort Order. Use the Search button to find specific questions or click Grid View to change the display.
• With the help of the Actions column, you can use a View to see the complete question details. You can edit the question to modify any settings or delete it if no longer needed.
• On the website, all the custom questions that you create here are displayed on the Application page of the website, and you can also select which specific questions to include when creating a job posting, allowing you to customise and manage the application process according to your hiring needs.

20.3 Job Posting

• To create a new Job Posting, click the “Create” button. In the Job Details section, enter the Job Title, then select the Job Type from the dropdown (which comes from Job Types in System Setup) and choose the Job Location from the dropdown (which comes from Job Locations you have created).
• Select the Branch from the dropdown (which comes from the HRM module Branch section). When you select the job application dropdown, if you choose “Use Existing System”, the “Career Portal URL” field will appear where you can enter the system’s URL. Alternatively, if you opt for “Custom Application URL,” the “Application URL” field will display a custom link automatically.
• Enter the number of positions, choose priority from the dropdown (low, medium, high), enter the Min Experience and Max Experience in years, then add the Min Salary and Max Salary.
• Set the Application Deadline date, and check the a need to ask? Section (Gender, Date Of Birth, Country), or check the Need to show Option? The section (Profile Image, Resume, Cover Letter) selected check box automatically shows in create in the candidate form.
• Enter the Required Skills for the position, then fill in the Description, Requirements, and Benefits fields with detailed information. Add Terms & Conditions text, and check the Show Terms & Conditions on Application Form checkbox if you want candidates to see and accept these terms when applying.
• Finally, select Custom Questions by checking the boxes next to the questions you want to include (these come from the Custom Questions section).
• The list page shows Search, Create, and Grid View buttons. The table displays columns for Code, Job Title, Job Type, Location, Branch, Salary Range, Status, and Deadline.
• In the Actions column, you can toggle the Publish Status button to make the job visible or hidden on your career portal, click View to see complete Job Posting Details, Edit to modify the posting, or Delete to remove it.
• On the website, the job postings you create here are displayed on your website’s career page, and the descriptions, requirements, and benefits you enter will appear on the website’s Job Application detail page.
• When candidates visit your career portal website, they can browse all published job listings in a scrollable list format, with each job displaying its title, company location, job type, number of available positions, and a “View details” button.
• Candidates can click the “View details” button on any job listing to access the detailed job page, which displays the complete job information, including salary range, job type, number of positions available, and application deadline in organized information boxes at the top.
• The job detail page shows the Required Skills tags, followed by sections for Job Description, Job Requirements, and Benefits that contain all the information you entered when creating the posting.
• On the right side of the job detail page, candidates will see a “Ready to Apply?” panel with the “Apply for This Position” button to start their application and a “Save for Later” button to bookmark the job for future reference.
• The right panel also displays important dates, including when the job was posted, the application deadline, and the expected start date, along with an “About the Company” section showing your company’s mission, size, and industry (which comes from the About Company Section in System Setup).
• When candidates click “Apply for This Position”, they are directed to the application form page where they need to fill in their Personal Information, including Full Name, Email Address, Phone Number, Gender, Country, State, City, and, optionally, upload a Profile Photo.
• In the Professional Information section of the application form, candidates enter their Current Company, Current Position, Experience Years, Current Salary, Expected Salary, Notice Period, Skills, Education, Portfolio URL, and LinkedIn URL.
• The Application Questions section displays the custom questions you selected when creating the job posting, including work authorisation status, expected salary range selection, and technology experience checkboxes for various programming languages and tools.
• If you enabled the Show Terms & Conditions checkbox when creating the job posting, candidates must check the “I have read and agree to the terms and conditions” box before they can submit their application.
• After candidates complete all required fields and click the “Submit Application” button, their application is submitted to your system and they can track their application status using the “Track Application” feature in the career portal header.
• All submitted applications from the career portal are automatically captured in your Candidate Management section, where you can review, process, and manage them through your recruitment workflow.

20.4 Manage Candidate

• To add a new Candidate, click the “Create” button. Select the job from the dropdown(which is generated from the job posting section), and choose the Candidate Source from the dropdown (which comes from Candidate Sources in System Setup).
• In the Personal Information section, enter the First Name, Last Name, Email, Phone, and current company or current position, and add the experience year. Fill in the Current Salary, Expected Salary, and Notice Period in days.
• The custom questions will appear as checkboxes on the job posting creation page, allowing the recruiter to select and configure which questions should be included in the application form at the time of job posting creation. These questions will then be shown to candidates when they apply for the job.
• The list page shows all candidates with columns for Tracking ID, Name, Email, Job, Source, Status, and Application Date. Use the Search button to find specific candidates or switch to Grid View.
• Available Actions you can use: click View to see the Candidate Profile, Professional Information, Job & Salary Information, and Application Questions with all submitted answers. You can edit the candidate information to update any details or delete the record if needed.
• On the website, when a candidate applies for a job, they will be able to add the same job posting data during the application process. The data from the job posting, including any custom questions added, will automatically populate the application form, allowing the candidate to provide the required details and answer the custom questions before submitting their application.

20.5 Interview Rounds

• To create a new Interview Round, click the “Create” button. Select the Job Posting from the dropdown (which comes from the Manage Job Posting section). Enter the Round Name, such as Technical Round, HR Round, or Final Round.
• Enter the Sequence Number to define the order in which this round occurs in the interview process. Add a Description explaining what this round covers and select the Status as Active or Inactive. Click “Submit” to create the interview round.
• The list page displays all interview rounds with columns for Round Name, Job, Sequence, and Status. Use the Search button to find specific rounds or switch to Grid View.
• With the Actions column, you can use a View to see the complete interview round details. You can edit the round to modify any information or delete it if no longer needed.

20.6 Manage Interview

• To schedule a new Interview, click the “Create” button. Select the Candidate from the dropdown (which comes from the Manage Candidate section). Choose the Interview Round from the dropdown (which comes from the Manage Interview Rounds section).
• Select the Interview Type from the dropdown (which comes from Interview Types in System Setup). Enter the Scheduled Date and Scheduled Time for the interview. Fill in the Duration in minutes and provide the Location or Meeting Link details.
• Select the Interviewers from the dropdown (which comes from HRM Employees). You can select multiple employees who will conduct the interview. Click “Submit” to schedule the interview.
• The list page shows all interviews with columns for Candidate Name, Interview Round, Interview Type, Date & Time, Locations, Status, and Feedback. Use the Search button to find specific interviews or switch to Grid View.
• Available actions you can use: View to see complete Interview Details, including candidate information, round details, interviewer names, and schedule. You can edit the interview to reschedule or update any information, or delete it if cancelled.
• When updating an interview status to “Completed”, the system automatically advances the candidate status from “Interview” to “Offer” stage. This ensures seamless progression through the recruitment pipeline without manual intervention.
• On the website, candidates can track the progress of their application through a timeline that highlights key stages: Application Submitted, Screening, Interview, and Final Decision. Interview details, such as the date, time, and virtual meeting link, are automatically updated based on the information entered, ensuring candidates have the most current details throughout the hiring process.

20.7 Interview Feedback

• To submit Interview Feedback, click the “Create” button. Select the Interview from the dropdown, which shows only completed interviews from the Manage Interview section. Choose the Interviewer from the dropdown (which comes from HRM Employees) and shows only the employee who conducted that specific interview.
• Rate the candidate’s Technical Skills, Communication Skills, Cultural Fit, and Overall Rating on a scale of 1 to 5. Select your Recommendation from the dropdown with options including Strong Hire, Hire, Maybe, No Hire, or Strong No Hire.
• Write the candidate’s Strengths, Weaknesses, and add any additional Comments about the interview. Click “Submit” to save the feedback.
• The list page displays all feedback records with columns for Candidate Name, Interviewer, Submitted Date, Overall Rating, and Recommendation. Use the Search button to find specific feedback or switch to Grid View.
• In the Actions column, click View to see Complete Feedback with all ratings and comments, Interview Details, and Candidate Comparison to see how this candidate compares with others. You can edit the feedback to update your assessment or delete it if needed.

20.8 Candidate Assessment

• To create a new Candidate Assessment, click the “Create” button. Select the Candidate from the dropdown, which shows only candidates with Strong Hire or Hire recommendations from interview feedback. Enter the Assessment Name, describing what is being tested.
• Fill in the Score achieved by the candidate and the maximum score possible. Select the Status as Pending, Pass, or Fail. Choose who conducted the assessment from the dropdown (which comes from HRM Employees).
• Enter the Assessment Date and add any Comments about the assessment results. Click “Submit” to create the assessment record.
• The list page shows all assessments with columns for Candidate Name, Assessment, Score, Conducted By, Status, and Assessment Date. Use the Search button to find specific assessments or switch to Grid View.
• With the help of the Actions column, you can use View to see complete Assessment Details, including all scores and comments. You can edit the assessment to update the results or delete it if needed.

20.9 Manage Offer

• To create a new Offer, click the “Create” button. Select the Candidate from the dropdown that comes from the Manage Candidate section. Enter the Position Title and choose the Department from the dropdown (which comes from the HRM Department).
• Fill in the Salary amount, Bonus, and Equity details. Enter the Start Date and Offer Expiry Date to specify when the offer expires. Add information about the Benefits included in the offer package. Click “Submit” to create the offer.
• The list page displays all offers with columns for Candidate Name, Position, Salary, Start Date, Expiration Date, Status, Offer Date, and Approval Status. Use the Search button to find specific offers or switch to Grid View.
• In the Actions column, you will find several options. Click Send Offer Letter to email the offer to the candidate or Download Offer Letter to save a copy. If the candidate accepts the offer, use the Convert to Employee button to move them into your HRM system. This automatically updates the candidate status from “Offer” to “Hired” upon successful conversion. Click View to see complete Offer Details and access the Offer Approved or Reject option to change the approval status. You can also edit the offer to update any terms or delete it if withdrawn.

20.10 Checklist Items

• To create a new Checklist Item, click the “Create” button. Select the Checklist from the dropdown (which comes from Onboarding Checklists in System Setup). Enter the Task Name and provide a Description of what needs to be done.
• Choose the Category from the dropdown with options including Documentation, IT Setup, Training, HR, Facilities, or Other. Select the Assigned To Role to specify which team should handle this task. Enter the Due Day number, indicating how many days after onboarding starts this task should be completed.
• Toggle the Required Task switch to mark if this task is mandatory. Select the Status as Active or Inactive. Click “Submit” to create the checklist item.
• The list page shows all items with columns for Checklist Name, Task, Category, Assigned To Role, Due Day, and Status. Use the Search button to find specific items or switch to Grid View.
• In the Available Actions column, you can use View to see complete Checklist Item details. You can edit the item to update any information or delete it if no longer needed.

20.11 Candidate Onboarding

• To start Candidate Onboarding, click the “Create” button. Select the Candidate from the dropdown, which shows only hired candidates from the Manage Candidate section. Choose the Onboarding Checklist from the drop-down (which comes from Onboarding Checklists in System Setup).
• Enter the Start Date when the candidate will begin onboarding. Select a Buddy Employee from the dropdown (which comes from HRM Employees), who will guide the new hire through the process. Click “Submit” to create the onboarding record.
• The list page displays all onboarding records with columns for Candidate Name, Checklist Name, Start Date, Buddy Name, Status, and Created Date. Use the Search button to find specific records or switch to Grid View.
• In the Actions column, click View to see complete Onboarding Details, including all tasks, progress, and timeline. You can edit the onboarding to change the checklist or buddy assignment, or delete it if needed.

20.12 System Setup

Recruitment System Setup

The Recruitment System Setup section allows administrators to configure the foundational data used in the Recruitment module. It includes multiple sections accessible from the left-side navigation panel: Job Types, Candidate Sources, Interview Types, Onboarding Checklists, Brand Settings, About Company Section, Application Tips Section, What Happens Next Section, Need Help Section, Tracking FAQ, and Offer Letter Template.

• Job Types — Displays all job types with their Name, Description, and Is Active status. Click “Create” to open the Create Job Type form, where you enter the Name, an optional Description, and toggle Is Active, then click Create. All entries can be Edited and Deleted using the action icons.
• Once saved, these job types will appear in the Job Type dropdown when creating Job Postings, allowing you to specify the employment arrangement for each position.
• Candidate Sources — Displays all candidate sources with their Name, Description, and Is Active status. Click “Create” to open the Create Candidate Sources form, where you enter the Name, an optional Description, and toggle Is Active, then click Create. All entries can be Edited and Deleted using the action icons.
• Once saved, these candidate sources will appear in the Candidate Source dropdown when adding candidates in the Manage Candidate section, helping you track where your applicants are coming from.
• Interview Types — Displays all interview types with their Name, Description, and Is Active status. Click “Create” to open the Create Interview Type form, where you enter the Name, an optional Description, and toggle Is Active, then click Create. All entries can be Edited and Deleted using the action icons.
• Once saved, these interview types will appear in the Interview Type dropdown when scheduling interviews in the Manage Interview section, allowing you to specify the format of each interview.
• Onboarding Checklists — Displays all onboarding checklists with their Name, Items count, Is Default status, and Status. Click “Create” to open the Create Onboarding Checklist form, where you enter the Name, an optional Description, toggle Is Default, and set the Status, then click Create. All entries can be Viewed, Edited, and Deleted using the action icons.
• Once saved, these onboarding checklists will appear in the dropdown when creating Checklist Items and when starting Candidate Onboarding, providing structured task lists for new employee integration.
• Brand Settings — Allows administrators to configure the recruitment portal’s branding by uploading a Logo and Favicon, and entering the Title Text and Footer Text. This page also includes the Dashboard Welcome Card Settings section, where administrators can configure the Card Title, Card Description, Button Text, and Button Icon displayed on the recruitment dashboard. Click “Save Changes” in each section to apply the updates.
• Once saved, your Company Logo and Favicon will appear throughout your career portal website. The Title Text will display in the header section, while the Footer Text will automatically appear at the bottom of every page on your frontend career portal, creating a consistent branded experience for candidates visiting your job site.
• The welcome card will appear on your dashboard with your customised title and description. The button will display with your chosen text and icon, providing users with a clear call-to-action to access your career portal or other key features directly from the dashboard home screen.
• About Company Section — Allows administrators to define the company’s public-facing profile by entering the Our Mission statement, Company Size, and Industry. Click “Save Changes” to apply the updates.
• Once saved, this information will automatically display in the About the Company section on the Job Details Page of your frontend career portal, giving candidates insight into your organisation when they view job openings.
• Application Tips Section — Allows administrators to add and manage tips displayed to applicants during the application process. Each tip has an individual text field with a character limit. Click “Add Tip” to add a new tip, and use the delete icon to remove any existing tip. Click “Save Changes” to apply the updates.
• Once saved, these application tips will automatically display on the Job Application Page of your frontend career portal, guiding candidates on how to submit strong applications.
• What Happens Next Section — Allows administrators to configure the step-by-step process shown to applicants after they submit an application. Each step includes a Title, Icon, and Description. Click “Add Step” to add more steps, and click “Save Changes” to apply the updates.
• Once saved, this information will automatically display on the Application Success Page of your frontend career portal after candidates submit their applications, helping them understand the timeline and next steps in your recruitment process.
• Need Help Section — Allows administrators to configure the support information displayed to applicants, including a Description, Email, and Phone number. Click “Save Changes” to apply the updates.
• Once saved, this contact information will automatically display in the Need Help section on both the Application Success Page and Application Details Page of your frontend career portal, giving candidates a way to reach out if they have questions about their application.
• Tracking FAQ — Allows administrators to manage frequently asked questions related to application tracking. Each FAQ entry includes a Question and an Answer. Click “+ Add FAQ” to add new entries, and use the delete icon to remove any existing entry. Click “Save Changes” to apply the updates.
• Once saved, these FAQs will automatically display on the Application Tracking Page of your frontend career portal, helping candidates understand how to track and what to expect from their application status.
• Offer Letter Template — Allows administrators to configure the default offer letter template using available placeholders such as Applicant Name, Job Title, Salary, Start Date, and more. The template content can be formatted using the built-in text editor. A language selector is available to manage templates in multiple languages. Click “Save Changes” to apply the updates.
• Once saved, this template will be used when you click Send Offer Letter or Download Offer Letter from the Manage Offer section, automatically generating personalised offer letters for candidates with their specific details filled in.

21.1 Add POS

• The POS screen is your quick and easy way to process in-store sales. The product grid on the left displays all available items with their image, name, SKU, price, and stock count. Use the category tabs at the top (such as Sports & Fitness, Food & Beverages, Electronics & Technology, and more) to browse products by category, or use the Search bar to find a specific item quickly.
• At the top of the screen, select the Customer from the dropdown (which populated from the user management section) and choose the Warehouse from the location dropdown to specify where the stock will be pulled from.
• To add a product to the cart, simply click on any product card. It will appear in the Shopping Cart panel on the right side of the screen. Use the “+” and “−” buttons next to each item to increase or decrease the quantity, or click the delete icon to remove an item from the cart entirely.
• The Shopping Cart panel displays each item with its name, unit price, quantity, and line total. At the bottom, you can see the Subtotal, GST, VAT, Discount, and the final Total amount calculated automatically.
• Select the Bank Account from the dropdown at the top of the cart panel before proceeding (When a sale is completed, the received amount is recorded as income and added to the selected bank account).
• Click “Checkout” to open the Process Payment screen, which shows a full summary of the transaction including the POS Number, Date, Customer, Warehouse, and a detailed product breakdown with taxes and totals.
• After completing the sale, a confirmation message appears with the Receipt Number and a full itemised receipt showing product details, taxes, discount, and total, along with a “Thank you for your business!“ message. Use “Download PDF” to save the receipt, “Print” to print a copy, or “Close” to dismiss the screen.

21.2 POS Orders

• The POS Orders page displays all completed sales transactions with columns for Sale Number, Customer, Warehouse, and Total. Use the Search bar or filter by Customer and Warehouse to find specific orders. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right.
• Click the View icon in the Actions column to open the full POS Sale details page, which shows the company information, customer name, warehouse, sale date, number of items, and a complete Sale Items breakdown including Product, Quantity, Unit Price, Tax, Tax Amount, and Total. The summary at the bottom shows Subtotal, Discount, Tax, and Total Amount. Click “Download PDF” to save a copy of the sale record.

21.3 Manage Product Barcode

• The Manage Product Barcode page allows you to generate and print barcodes for your products. Select a Warehouse from the dropdown and use the Search bar to find products by name or SKU. The Available Products table displays all products with their Product Name, SKU, Price, Barcode, and a Copies field where you can set how many barcode copies to print.
• Check the box next to each product you want to include. Once your selection is made, click “Download PDF” to download a printable barcode sheet for all selected products.

21.4 Reports

The Reports section includes three sub-reports accessible from the left-side navigation: Sales Report, Product Report, and Customer Report.

• Sales Report: Contains three tabs. The Daily Sales tab shows a bar chart of Daily Sales Performance by date. The Monthly Sales tab shows a bar chart of Monthly Sales Performance over recent months. The Warehouse Sales tab shows a Warehouse Sales Comparison bar chart, allowing you to see which warehouses are generating the most revenue.
• Product Report: Displays four summary cards at the top showing Total Products, Total Revenue, Total Quantity, and Total Orders. Below, a bar chart shows the Top 10 Products by Revenue, and a pie chart shows the Quantity Distribution across products. The Product Performance Report table at the bottom lists each product with its SKU, Quantity Sold, Total Revenue, and number of Orders.
• Customer Report: Displays four summary cards showing Total Customers, Total Revenue, Total Orders, and Average Order Value. A bar chart shows the Top 10 Customers by Spending, and a pie chart shows the Order Distribution across customers. The Customer Performance Report table at the bottom lists each customer with their Total Orders, Total Spent, Average Order Value, and Last Order date.

22.1 CRM System Setup

The CRM System Setup section allows administrators to configure the foundational data used in the CRM module. It includes five sections accessible from the left-side navigation panel: Pipelines, Lead Stages, Deal Stages, Labels, and Sources.

• Pipelines — Displays all pipelines with their Name and Action columns. Click “Create” to open the Create Pipeline form, where you enter the Name, then click Create. All entries can be Edited and Deleted using the action icons.
• Lead Stages — Displays all lead stages organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective stages. Each stage is displayed with a numbered order indicator and can be reordered using the drag handle. Click “Create” to open the Create Lead Stage form, where you enter the Name and select the Pipeline from a dropdown, then click Create. All entries can be Edited and Deleted using the action icons.
• Deal Stages — Displays all deal stages organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective stages. Each stage is displayed with a numbered order indicator and can be reordered using the drag handle. Click “Create” to open the Create Deal Stage form, where you enter the Name and select the Pipeline from a dropdown, then click Create. All entries can be Edited and Deleted using the action icons.
• Labels — Displays all labels organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective labels. Each label is displayed as a colored badge. Click “Create” to open the Create Label form, where you enter the Name, select the Pipeline from a dropdown, and choose a Color for the label, then click Create. All entries can be Edited and Deleted using the action icons.
• Sources — Displays all lead sources with their Source name and Action columns. Click “Create” to open the Create Source form, where you enter the Name, then click Create. All entries can be Edited and Deleted using the action icons.

22.2 Manage Leads

• To view all your leads, go to the Manage Leads page. If your company uses different sales pipelines (like “Marketing” or “Lead Qualification”), you can switch between them using the dropdown at the top right. You can also change how the list looks by clicking the Kanban View icon, this lets you see your leads as cards on a board instead of rows in a table.
• To add a new lead, click the “Create” button. A form will appear where you fill in the lead’s Name, Email, what the lead is about (Subject), and which team member is responsible (User). You can also add a Phone Number and a Follow Up Date as a reminder to check back with the lead. Once done, click Create.
• The leads page shows all your leads in a list with key details like their name, what they’re interested in, which stage they’re at in the sales process, how many tasks are linked to them, and when you need to follow up. You can search for a specific lead using the search bar, or narrow down the list by filtering by team member or stage. Click Apply to see the filtered results, or Clear to go back to the full list.
• For each lead in the list, you have a few quick action options. Click View to open the full details of that lead. Click the Label icon to tag the lead with a colored label (like “MQL Ready” or “Form Submitted”) to help you organize and identify leads at a glance — select the labels you want and click Save. You can also Edit a lead to update its information, or Delete it if it’s no longer needed.

22.3 Manage Deals

• To view all your deals, go to the Manage Deals page. Just like leads, you can switch between different pipelines using the dropdown at the top right, and toggle between a list view and a visual board view using the Kanban View icon.
• To add a new deal, click the “Create” button. Fill in the Deal Name, the Price (how much the deal is worth), an optional Phone Number, and select which Client the deal is for. Click Create when you’re done.
• The deals page shows all your deals in a list with details like the deal name, its value, which pipeline it belongs to, what stage it’s currently in, and how many tasks are linked to it. Use the search bar to find a specific deal, or filter by Stage or Status to narrow things down. Click Apply to filter, or Clear to reset.
• For each deal, you can click View to see its full details, click the Label icon to assign color-coded labels to help organize it, or use the Edit and Delete icons to update or remove the deal.

22.4 Lead / Deal Detail View

When you click the View action on any lead or deal, the CRM Details page opens. The left-side navigation panel provides access to eight sections: General, Tasks, Users, Products, Sources, Files, Calls, and Activity. Use the Convert to Deal button (arrows icon) at the top right to convert the lead into a deal.

• General: Displays the lead’s full details including summary counters for Emails, Sources, Products, and Tasks at the top. Below, you’ll find the Lead Information section showing Email, Phone, Follow Up Date, Assigned To, Pipeline, and Stage.
• The Subject and Notes sections follow, where you can write or update notes using the rich text editor. At the bottom, the Emails panel shows all sent emails with their subject and timestamp, click “Create” to open the Send Email form where you enter the To address, Subject, and Description, then click Send Email.
• The Discussions panel shows internal notes, click “create” to open the Add Message form where you type your message and click Save.
• Convert to Deal: Click the Convert to Deal button (arrows icon) at the top right to open the Convert Lead to Deal form. Enter the Deal Name, Price, and Client Type (New Client or Existing Client). For a new client, enter the Client Name, Client Email, and Client Password. Use the Copy To checkboxes to select which data to carry over to the deal (Products, Sources, Files, Discussion, Notes, Calls, Emails), then click Convert.
• Tasks: Displays all tasks linked to this lead or deal, showing Name, Date, Time, Priority, and Status. Click “Create” to open the Create Task form where you enter the Name, Date, Time, Priority, Status, and optionally toggle Sync to Google Calendar, then click Save. All tasks can be Edited and Deleted using the action icons.
• Users: Displays all users assigned to this lead or deal, showing their Avatar and User Name. Click “Create” to open the Add Users form where you select users from the dropdown and click Save. Users can be removed using the delete icon.
• Products: Displays all products linked to this lead or deal. If no products have been added, a “No Products added” message is shown. Click “Create” or “Add Products” to open the Add Products form where you select products from the dropdown and click Save. Products can be removed using the delete icon.
• Sources: Displays all sources linked to this lead or deal, showing the Source Name. Click “Create” to open the Add Sources form where you select sources from the dropdown and click Save. Sources can be removed using the delete icon.
• Files: Displays all files attached to this lead or deal. Use the Browse button to upload new files. All uploaded files are listed with their file name and type.
• Calls: Displays all calls logged against this lead or deal, showing Subject, Call Type, Duration, and Description. Click “Create” to open the Create Call form where you enter the Subject, Call Type (Inbound or Outbound), Duration, Assignee, Description, and Call Result using the rich text editor, then click Create. All calls can be Edited and Deleted using the action icons.
• Activity: Displays a timeline of all recent activities logged against this lead or deal, showing the activity name and timestamp, giving you a full history of actions taken.

22.5 Reports

The Reports section is accessible from the left-side navigation and includes two sub-sections: Lead Reports and Deal Reports.

• Lead Reports: This section has three views you can switch between. The General Report gives you a quick visual overview, it shows a pie chart of how your leads are converting this week, a bar chart showing which sources (like Social Media or Google Ads) are bringing in the most leads, and a monthly bar chart so you can see how lead activity has changed over the year. The Staff Report shows you how many leads each team member is handling, you can filter by a date range and click Generate to see the results. The Pipeline Report shows how many leads are in each of your pipelines, so you can see where most of your activity is happening.
• Deal Reports: This section has four views. The General Report shows a pie chart of deal statuses this week, a bar chart of which sources are driving the most deals, and a monthly chart of deal activity throughout the year. The Staff Report shows how many deals each team member is working on, with a date filter to focus on specific time periods. The Client Report shows how many deals are linked to each client, you can hover over any bar to see the exact number. The Pipeline Report shows how deals are spread across your different pipelines, with a tooltip showing the deal count for each pipeline when you hover over it.

23.1 Creating a New Form

• Click on the “Create” button located at the top of the page.
• Form Name: Enter a descriptive name for your form
• Enable/Disable Toggle: Control form availability (Active/Inactive)
• Default Layout: Choose from Single Column, Two Column, or Card Layout
• Real-time form statistics showing total fields and required fields count
• Available field types panel with 12 different field options
• Visual form preview with click-to-add field functionality

23.2 Managing and Sharing Forms

Next to each form, you’ll find a “Copy Link” button. Clicking this copies the form’s public link to your clipboard.

• If the form is activated, users with the link can view and fill out the form.
• If the form is deactivated, users will see a message indicating the form is currently unavailable.

23.3 Adding Form Fields

To build the content of your form, use the Available Field Types panel:

• Select from field types: Text Input, Email, Number, Phone, URL, Password, Textarea, Select Dropdown, Radio Buttons, Checkbox, Date, Time fields

• You can add multiple fields, as well as edit or delete them anytime.

This flexible field management lets you fully customize what data your form collects.

23.4 Viewing Form Responses

• Click the “Responses” button next to each form’s responses.
• View all form submissions in tabular format
• You can see the response of form in tabular format easily.

23.5 Converting Forms into Module

Form Builder allows you to convert your custom forms into other modules within the platform through advanced field mapping:

• Click the “Convert To” button.
• Module Selection: Choose target module from available modules
• Submodule Selection: Select specific entity within chosen module
• Field Mapping: Map form fields to target module fields
• Enable/Disable Toggle: Control automatic conversion
• Validation: Ensure required mappings are configured
• Suppose if you select the lead feature from the CRM module, then the response that you have got in this form can be added on the lead page of CRM module.

24.1 System setup

24.2 Manage Tickets

• To create a new ticket manually, click the “Create” button at the top right to open the Create Ticket form.
• The list page displays all submitted support tickets with columns for No, Ticket ID, Account Type, Name, Email, Subject, Category, Status, and Created date. The Ticket ID appears as a clickable blue link, click it to open the full ticket details.

• The Status column shows color-coded badges: Closed (red), In Progress (blue), and On Hold (yellow), giving you a quick visual overview of each ticket’s current state. Use the 10 per page dropdown to control how many tickets appear per page, and toggle between List View and Grid View using the icons at the top right.

• Use the Search bar to find tickets by keyword and click “Search” to apply. Click “Filters” to expand the filter panel, where you can filter tickets by Status using the dropdown, click “Apply” to filter the results or “Clear” to reset.

• With the help of the Actions column, you can click the View icon to see the complete ticket details, the Edit icon to update the ticket information, or the Delete icon to permanently remove the ticket.

24.3 Import Knowledge Base

• To import knowledge base articles in bulk, click the Import (upload) icon at the top right of the Manage Knowledge Base page to open the Import Knowledge Base modal.
• Click “Download Sample” to download the sample CSV file, use this file as a template to prepare your data in the correct column format before importing.
• Once your CSV file is ready, click “Choose File” under the Select CSV File field to upload your prepared file. Click “Import” to process and import all articles from the CSV into the knowledge base.

24.4 Manage FAQ

• To add a new entry individually, click the “Create” button at the top right to open the Create FAQ modal.
• To add a new FAQ entry, click the “Create” button on the Manage FAQ page to open the Create FAQ modal.
• Enter the question text in the Title field, this will be the FAQ question displayed on the support portal. Use the rich-text Answer editor to write the full answer, with support for Bold, Italic, Underline, Strikethrough, text alignment, lists, blockquotes, links, and color formatting.
• Once saved, the entry will appear on the FAQ section of the support portal, where users can find answers to commonly asked questions.
• The list page displays all created FAQ entries with columns for Title, Description (preview), Created date, and Actions. Use the Search bar to find specific entries by keyword and click “Search” to apply. Use the 10 per page dropdown to control how many records appear per page.
• With the help of the Actions column, you can click the Edit icon to update a FAQ entry or the Delete icon to permanently remove it from the list.

24.5 Manage Contact

• The list page displays all contact messages submitted through the Contact Us page of the support portal, with columns for Name, Email, Subject, Message (preview), Date, and Actions.
• Use the Search bar to find specific contact messages by keyword and click “Search” to apply. Use the 10 per page dropdown to control how many records are displayed per page.
• With the help of the Actions column, you can click the View (eye) icon to read the complete message details including the full name, email, subject, and message content. Click the Delete icon to permanently remove the message from the list.

25.1 Manage Contracts

• To create a new contract, click the “Create” button to open the Create Contract form. Enter the Subject, Value, Start Date, End Date, Status, Contract Type, and Users. You can also toggle Sync to Google Calendar if needed, then click Create.
• The Manage Contracts page displays all contracts with columns for Contract Number, Subject, User Name, Value, Type, Start Date, End Date, and Status. Use the Search bar or filter by Type, Status, User, Start Date, and End Date to locate specific records. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right.
• Contract statuses include: Pending, Accepted, Declined, and Closed. In the Actions column, you have several options.
• Click the Duplicate icon to open the Duplicate Contract form, where the subject is pre-filled with “(Copy)” and you can update the Contract Value, Contract Type, Start Date, End Date, Status, and Assigned User, then click Duplicate to create a copy.
• Click the Preview icon to open the Contract Preview page, which displays the full contract including Contract Information, Contract Details, Description, and the Signatures section showing both the company and user signatures along with their signed dates. Use the Print or Download icons at the top right to save or print the contract. Click View to see complete contract details, Edit to update any information, or Delete to remove the contract.
• When click the view action open a contract, the Details Contract page displays a complete overview. The header shows the contract name, contract number, Status badge, Client, Created Date, Contract Value, and Contract Type tag. Use the preview icon (document icon) at the top right to open the Contract Preview, and the download icon to download the contract as a PDF. The page is divided into five tabs: Details, Attachments, Comments, Notes, and Renewals.
• Details: Displays the full Contract Information including Contract Number, Client, Contract Type, Contract Value, Start Date, End Date, Duration, Created Date, and Status. Below, the Description section shows the contract description with a rich text editor, click the edit icon to update it. At the bottom, the Signatures section shows the Company and Client signatures along with their signed dates.
• Attachments: Lists all files attached to the contract, showing Preview, File Name, Uploaded By, Date, and Actions. Use the upload icon (top right) to add new files. Each attachment can be previewed, downloaded, or deleted using the action icons.
• Comments: Displays all comments on the contract. Type your comment in the text box and click Send to post it. Existing comments show the author’s avatar, name, timestamp, and message. Each comment can be edited or deleted using the action icons. Use the search bar to find specific comments.
• Notes: Displays all internal notes on the contract. Type your note in the text box and click Send to save it. Existing notes show the author’s avatar, name, timestamp, and message. Each note can be edited or deleted using the action icons. Use the search bar to find specific notes.
• Renewals: Lists all contract renewals showing Start Date, End Date, Value, Status, and Created By. Click “Create” to open the Add Contract Renewal form, enter the Start Date, End Date, Value, Status (default: Pending), and Notes, then click Create. Each renewal can be viewed, edited, or deleted using the action icons. Use the search bar and pagination controls to navigate through renewals.

25.2 Contract Types

• To create a new contract type, click the “Create” button to open the Create Contract Type form. Enter the Name and toggle the Status switch to set it as Active or Inactive, then click Create.
• The Manage Contract Types page displays all contract types with columns for Name, Contracts (showing the contract numbers linked to each type as badges), and Status. Use the Search bar or filter by Status to locate specific records. Click Apply to filter and Clear to reset. All entries can be Edited and Deleted using the action icons.

26.1 Activity types available in the filter:

• Sales Invoice
• Purchase Invoice
• Event
• Holiday
• Leave
• Deal Task
• Lead Task
• Contract End
• Project Due Task
• Zoom Meeting
• Interview Schedule

27.1 Zoom Meetings Table Information:

The table displays the following columns:

• Title: The name of the meeting.
• Start Time: The scheduled date and time the meeting begins.
• Duration: The length of the meeting in minutes.
• Host Name: The person or company hosting the meeting.
• Participants: Profile icons of the assigned participants.
• Status: The current status of the meeting, Scheduled, Started, Ended, or Cancelled.
• Actions: Quick action buttons that vary depending on the meeting status.

Action icons available per meeting:

• Start Meeting: Starts the meeting (available for Scheduled meetings).
• Join Meeting: Join an active meeting in progress (available for Started meetings).
• View: Open and view the full meeting details.
• Edit: Modify the meeting details (available for Scheduled meetings).
• Delete: Remove the meeting from the system.

27.2 Create Zoom Meeting

Click the Create button at the top-right corner of the Manage Zoom Meetings page to open the Create Zoom Meeting form.

28.1 Timesheet Table Information:

The table displays the following columns:

• Name: The name of the user who logged the time.
• Project: The project associated with the time entry, shown as a dash if not linked to a project.
• Task: The task associated with the time entry, shown as a dash if not linked to a task.
• Type: The method used to log time, Clock In/Out, Project, or Manual.
• Date: The date the time was logged.
• Hours: The number of hours logged.
• Minutes: The number of minutes logged.
• Actions: Edit or Delete the timesheet entry.

28.2 Create Timesheet

Click the Create button at the top-right corner of the Manage Timesheet page to open the Create Timesheet form.

29.1 Using the Conversations Panel:

• Use the Search users field to find a specific user quickly.
• Toggle between All Users and Favorites to switch between viewing all conversations or only marked favorites.
• Each conversation shows the user’s profile picture, name, last message preview, and the time of the last message.
• A green badge with a number indicates unread messages from that user.
• Click on any user in the list to open their conversation in the right panel and start messaging.

30.1 Helpdesk Tickets List Page

The helpdesk Tickets List page allows you to view and manage all helpdesk tickets from a centralized helpdesk interface.

• Page Actions & Search: Click Create to add a new support ticket, use the search bar and click Search to find tickets, switch between list and grid views, adjust tickets per page using the dropdown, and click Filters to open advanced filtering options.
• Filter Options: Filter tickets by Status (On Hold, In Progress, Closed), Priority (Urgent, High, Medium, Low), and Category (e.g., Technical Support), then click Apply to activate filters or Clear to reset them.
• Ticket Table Information: The table displays Ticket ID, Title, Category, Status, Priority, Created By, and Actions.
• Status badges: in progress (Yellow), closed (Gray), open (Blue).
• Priority badges: urgent (Red), high (Orange), medium (Yellow), low (Green).
• Action Options: Each ticket includes options to View (read-only) and Edit ticket details and status.

30.2 Create Helpdesk Ticket

Use the Create Support Ticket form to add new tickets to the system.

• Required Fields: Enter Title, Description using the rich text editor, select Category (e.g., Technical Support), and Priority (Low, Medium, High, Urgent; default: Medium).
• Form Actions: Click Create to submit the ticket or Cancel to discard changes and close the form.

31.1 Setup Subscription Plan

The Subscription Setting page displays all available plans and allows the Company Admin to choose and subscribe to a plan that suits their business needs.

Plans will be created and managed exclusively from the Super Admin panel. All plans added by the Super Admin will be available on the Company panel for subscription.

The plan structure and configuration will remain consistent across both panels, create/update operations are restricted to Super Admin, while Company users have read-only access with subscription capability.

• A feature comparison table below the plans shows which modules are included in each plan with checkmarks.
• Click Subscribe to Plan to proceed with a paid plan, or Start Trial to begin a free trial period.

31.2 Bank Transfer Requests

The Manage Bank Transfer Requests page allows the Company Admin to track the status of subscription payments made via bank transfer.

• Use the search field to find a request by order number and click Search to execute.
• Click Filters to filter requests by Status (Pending, Rejected) or User Name, then click Apply to activate or Clear to reset.
• Table Information: The table displays Order Number, User, Plan, Amount, Status, Date, and Actions.
• Status badges: Pending (Yellow), Rejected (Red).
• Action Options: Each request includes options to View details and Delete the request.

31.3 Orders

The Manage Orders page provides a full history of all subscription orders placed by the company.

• Use the search field to find a specific order and click Search to execute.
• Table Information: The table displays Order ID, Plan, Coupon (if applied), Amount, Status, Payment Method, and Date.
• Status badges: Succeeded (Green).
• Payment methods shown include Stripe, PayPal, and Bank Transfer.

32.1 Common Configuration Settings

Several settings on the Company side work exactly the same as at the Super Admin level, making things straightforward to configure. Brand Settings let you personalize your logo, theme, and layout, while System Settings cover your preferred language, date, time format, and calendar start day.

Currency Settings control how amounts are displayed across the platform, and Email Settings ensure all system communications are delivered reliably. With Email Notification Settings, you can control which events trigger alerts across modules like General, CRM, Support Ticket, and Recruitment.

Webhook Settings keep your external systems connected with real-time event updates, and both Stripe and PayPal Settings allow you to enable payment gateways so your customers can pay quickly and securely.

32.2 Company Settings

Configure your company’s core information and details used across the platform.

• Company Name: Enter the registered name of your company.
• Registration Number: Enter your company’s official registration number.
• Company Address: Enter the full street address of your company.
• City: Enter the city where your company is located.
• State: Enter the state or province.
• Country: Enter the country of your company.
• Zip Code: Enter the postal or ZIP code.
• Telephone: Enter the primary contact phone number for your company.
• Company Email: Enter the official company email address.
• Email From Name: Enter the name that appears in the “From” field of all system-generated emails.
• Tax Number: Toggle on to enable the tax number, then select the type, VAT Number or GST Number, and enter the corresponding value.
• Click “Save Changes” to apply all company settings.

32.3 Support Setting

Configure the support ticket module settings and customize the fields displayed on your support ticket form.

• Enable FAQ: Toggle on to make the FAQ section visible and accessible to users.
• Knowledge Base: Enable toggle to activate the Knowledge Base functionality for your company.
• Ticket Fields Settings: Define and manage the fields that appear on the support ticket submission form.

You can reorder fields using drag and drop. Each field row contains the following columns:

• Label: Enter the display name of the field (e.g., Name, Email, Subject).
• Placeholder: Enter the hint text shown inside the input field (e.g., Enter Name, Enter Email).
• Type: Select the input type for the field (e.g., Text, Email, Textarea, File).
• Required: Set whether the field is mandatory (Yes or No).
• Width: Set the display width of the field on the form (e.g., 50% or 100%).
• Click “Create” to add a new custom field to the ticket form.
• Click “Save Changes” to apply all support settings.

32.4 Contract Settings

Configure contract numbering to maintain consistent and organized contract records across your company.

• Contract Prefix: Enter the prefix to be used when generating contract numbers (e.g., CON). This prefix will automatically be applied to all new contracts created in the system (e.g., CON0001).
• A Contract Configuration Summary panel below the field displays the current prefix and the next contract number that will be assigned.
• Click “Save Changes” to apply all contract settings.

32.5 Email Notification Settings

The Email Notification Settings page allows you to control which email notifications are sent from the system. Notifications are organized into four tabs: General, CRM, Support Ticket, and Recruitment. Toggle each notification on or off as needed.

32.6 Slack Settings

• Configure Slack integration and webhook settings to allow notifications to be sent directly to your Slack workspace.
• Enable Slack Integration: Toggle on to enable or disable Slack notifications.
• Slack Webhook URL: Enter your Slack webhook URL to connect the platform with your Slack channel.

The Notification Settings section is organized into tabs, toggle each notification on or off as needed.

• General: New User, New Sales Invoice, Sales Invoice Status Updated, New Sales Proposal, Sales Proposal Status Updated, New Purchase, New Warehouse.
• Accounting: New Customer, New Vendor, New Revenue.
• Contract: New Contract.
• HRM: New Award.
• CRM: New Lead, Lead to Deal Conversion, New Deal, Lead Moved, Deal Moved.
• Recruitment: New Candidate, Interview Schedule, Convert To Employee, New Job Posting.
• Project: New Project, New Task, New Bug, New Milestone, Task Stage Updated, New Task Comment.
• Training: New Trainer.
• Zoom Meeting: New Zoom Meeting.
• Form Builder: New Form, Convert To Modal.
• Timesheet: New Timesheet.

Click “Save Changes” to apply all updates.

32.7 Telegram Settings

• Configure Telegram bot integration settings to allow notifications to be sent directly to your Telegram channel.
• Enable Telegram Integration: Toggle on to enable or disable Telegram notifications.
• Telegram Bot Token: Enter your Telegram bot token to connect the platform with your Telegram bot.
• Telegram Chat ID: Enter your Telegram chat ID where notifications will be delivered.

The Notification Settings section is organized into tabs. Toggle each notification on or off as needed.

• General: New User, New Sales Invoice, Sales Invoice Status Updated, New Proposal, Proposal Status Updated, Bank Transfer Payment Status Updated, New Purchase, New Warehouse.
• Accounting: New Customer, New Vendor, New Revenue.
• Contract: New Contract.
• HRM: New Monthly Payslip, New Award, New Event, Leave Approve/Reject, New Announcement, New Holidays.
• CRM: New Lead, Lead to Deal Conversion, New Deal, Lead Moved, Deal Moved.
• Project: New Project, New Task, New Bug, New Milestone, Task Stage Updated, New Task Comment.
• Zoom Meeting: New Zoom Meeting.
• Timesheet: New Timesheet.

Click “Save Changes” to apply all updates.

32.8 Twilio Settings

• Configure Twilio integration and SMS settings to allow SMS notifications to be sent via Twilio.
• Enable Twilio Integration: Toggle on to enable or disable SMS notifications.
• Twilio Account SID: Enter your Twilio Account SID for authentication.
• Twilio Auth Token: Enter your Twilio Auth Token for server-side authentication.
• From Phone Number: Enter your Twilio phone number from which SMS notifications will be sent (e.g., +1232567890).

The Notification Settings section is organized into tabs. Toggle each notification on or off as needed.

• General: New User, New Sales Invoice, Sales Invoice Status Updated, New Proposal, Proposal Status Updated, Bank Transfer Payment Status Updated, New Purchase Invoice, New Warehouse.
• Accounting: New Customer, New Vendor, New Revenue.
• Contract: New Contract.
• HRM: New Monthly Payslip, New Award, New Event, Leave Approve/Reject, New Announcement, New Holidays.
• CRM: New Lead, Lead to Deal Conversion, New Deal, Lead Moved, Deal Moved.
• Project: New Project, New Task, New Bug, New Milestone, Task Stage Updated, New Task Comment.
• Zoom Meeting: New Zoom Meeting.
• Timesheet: New Timesheet.

Click “Save Changes” to apply all updates.

32.9 AI Assistant Settings

Configure your AI provider to enable AI-powered assistance features within your company’s platform.

• AI Provider: Select your preferred AI provider from the dropdown (e.g., OpenAI).
• API Key: Enter the API key associated with your selected AI provider.
• AI Model: Enter the AI model in the respective field
• Click “Save Changes” to apply all AI Assistant settings.

32.10 Zoom Meeting Settings

Configure Zoom integration to allow meetings to be created and managed directly within the platform. You can obtain your credentials from the Zoom Marketplace.

• Enable Zoom Integration: Toggle on to allow meetings to be created via Zoom.
• Client ID: Enter your Zoom OAuth application Client ID.
• Client Secret: Enter your Zoom OAuth application Client Secret.
• Account ID: Enter your Zoom Account ID.
• To get your Zoom credentials: go to the Zoom Marketplace and create a Server-to-Server OAuth app, navigate to App Credentials and copy the Account ID, Client ID, and Client Secret, ensure the app has the required scopes (meeting.write, meeting.read, user.read), then paste the credentials in the fields above and enable the integration.
• Click “Save Changes” to apply all Zoom Meeting settings.

32.11 Google Calendar Settings

Configure Google Calendar integration to sync events between your platform and Google Calendar.

• Google Calendar Integration: Enable toggle on to allow events to be synced with Google Calendar.
• Google Calendar ID: Enter your Google Calendar ID (e.g., your-calendar@gmail.com or calendar-id). You can find this under Google Calendar Settings → Calendar ID.
• Google Calendar JSON File: Upload your Google OAuth 2.0 service account JSON file, or paste its content directly into the text field to begin the synchronization process.
• To get your Google Calendar JSON File: go to the Google Cloud Console, create a new project or select an existing one, enable the Google Calendar API under APIs & Services, navigate to Credentials → Create Credentials → Service Account, create the service account and download the JSON key file, then upload the file or paste its content in the field above.
• Click “Save Changes” to apply all Google Calendar settings.

32.12 Webhook Settings

Configure webhooks to receive real-time notifications when events occur in your system.

Click “Add Webhook” to configure a new webhook endpoint. All configured webhooks are listed under the “Configured Webhooks” section.

• Method: Select the request method from the dropdown (default is POST).
• Event: Select the event that will trigger the webhook notification. The available events are grouped by category:
• General: New User, New Sales Invoice, Sales Invoice Status Updated, New Sales Proposal, Sales Proposal Status Updated, New Purchase Invoice, New Warehouse
• Accounting: New Customer, New Vendor, New Revenue
• Recruitment: New Job Posting, New Job Candidate, New Job Interview Schedule, New Convert To Employee
• Training: New Training, New Trainer
• Zoom Meeting: New Zoom Meeting
• Project: New Project, New Milestone, New Task, Task Stage Update, New Task Comment, New Bug
• CRM: New Lead, New Deal, Lead Moved, Deal Moved, Convert To Deal
• Contract: New Contract
• HRM: New Award, New Announcement, New Holidays
• Webhook URL: Enter the URL where webhook notifications should be sent.
• Click “Create Webhook” to save the webhook, or Cancel to discard.

Note: If no webhooks have been added yet, the list will be empty. Add your first webhook to start receiving event notifications.