Services
Packages and Client Packages
What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...
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 ...
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: ...
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. ...
Create a Custom Field in Service
Go to Setting and open Services. Select a specific service. Go to the Custom Fields tab. Click on “New Custom Fields” button. Fill required custom field and select Field type. Input option for filling details and Select option for an objective. ...
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)