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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 Document Type
Add Document Type Go to Settings, and Open “Document Types”. Click on “+New” button and enter the Document Type name. Click the Save button Edit Document Type To edit this document, click Edit (✎) button next to the document name. Click the Save ...
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 ...
User Roles Settings (Permission Settings)
Go to Settings and open User Roles'. Click on the +New Button or click on the role name to edit. Client Create Client: You can select the checkbox to enable/disable permission for this action. Edit Client: You can select the checkbox to ...