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Create Recurring Service
Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...
Import Services (Add Services in Bulk)
• Go to Services and click on Imort Button. • Click on the 'sample excel file' link, highlighted in blue. • Download the Excel file. • Open the downloaded file. • Column A: Enter the service name. • Column B: Select 'Yes' or 'No' to enable the ...
Enable, Disable or Change Recurring Service
Go to Setting and open Services. Open the service Click to enable or disable the toggle button next to “Is Recurring?” Select Auto Task Creation Frequency (Monthly, Quarterly, Yearly)
Assign User to Client with Particular Service
Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...
Create a Service
Open the Main dashboard. Go to Setting and open Services. Click on “+New” button. Provided Service Name Like GST, ITR, Audit, etc. Click the Next button. Enable the service (is enabled?) or (Is Recurring?) Select user(s) and fill in billing details. ...