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How to Create Activities
This article will help you to setup Activities for the Project Project activities are the individual actions, and processes that need to be carried out to complete a specific project. Navigate to the Web Portal and login On the left-hand main menu, ...
How to Create Bills
Follow the below steps to Create Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on either "Add New Record" or the "+" sign to initiate the creation of a new Bill. Choose the Supplier ...
How to create Accounts
This section allows you to set up and customize accounts used for financial transactions, tax calculations, and other accounting-related functions. Here's a breakdown of the key elements you might find in the Accounts tab: Chart of Accounts: This is ...
How to Create Service Plan
Follow the steps below to create new Service Plan Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings Click on Update Service Plans Click on + sign to add a new Service Plan Enter Service Plan Name Click on ...
How to Create Labour Hours
Labour Hours are generated when the Timesheet and Jobsheet create the Payroll Hours. To activate this feature, ensure that in the Timesheet Settings > Timesheet and Jobsheet Operation Settings, the Timesheet Hours Plan is set to "Task Entries Create ...