Add or Edit Document Type

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• Mark Doc In-Out Entry

  Go to Doc In-Out, and Click on “+New” button. Enter the Date, and select the category (Received/Given). Select document type (if not available click “+Add New” and save). Search and Select the Client. Enter Doc. location (where this document is ...

• Add or Edit Client Group Name

  Add Client Group Name Go to Settings, and open “Groups”. Click on “+New” button and type the Group Name. Click the Save button. Edit Client Group Name To edit the group name, click Edit (✎) button next to the group name. Change the name and click on ...

• Add or Edit Client Custom Fields

  Add New Client Custom Filed Go to Settings and open “Client Custom Fields.” Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.) Select the Field Type (input for a text field or select for a dropdown). If you ...

• Add or Edit Expenses Categories

  Add Expenses Categories Go to Settings, and Open “Expense Categories”. Click on “+New” button and enter a Category Name. Click the Save button. Edit Expenses Categories To edit this category, click Edit (✎) button next to the category name. Click the ...

• Add or Edit Tag

  Go to Settings, and Open “Tags”. Click on “+New” button, Type the Tag Name, and Select the Color. Enable to activate this tag and Save.