Finance Settings
This section of settings mainly focuses on setting up the default yet necessary details that are used in nearly all the similar options throughout the working system. These include the Invoice logo, Invoice settings, Estimate settings, Credit settings, Due after, and Send a reminder. GST number, Language, Templates, Terms, and Conditions.
The Invoice Settings allows setting default Invoice Prefix and the number of digits that are allowed to be printed as the Invoice number. It also presents a sample from the data that has been input.
The Estimates Settings allow setting default Estimate Prefix and the number of digits that are allowed to be printed as the Estimate number. It also presents a sample from the data that has been input.
The Credit Settings allow setting default Credit Prefix and the number of digits that are allowed to be printed as the Credit number. It also presents a sample from the data that has been input.
The other available setting features set up details for the due dates, Reminders, GST number, Details to be visible on the Invoice, Language, Terms and conditions, and Templates. These details are easily customizable through this section.
Ticket Settings
Tickets are the one option to contact the authorities for any kind of problems, queries or difficulties faced. Ticket settings allow one to set up Ticket Agents, Ticket Types, Ticket Channel, and Reply Templates.
Ticket Agents are employees of the organization who are assigned tickets to answer back to help the person resolve any discrepancy that has occurred.
Ticket Types are the segregation of the generally received tickets from the audience. Tickets can be raised by employees as well as clients. This section allows the segregation of tickets into some defined categories for further easing the task.
Ticket Channel restricts the passages from which an individual can raise tickets. It either enables or disables the allowed ticket channels for receiving tickets from the audience.
Reply Templates are default and pre-generated messages which can be sent to the ticket raiser to let them know that their concern has been considered and will be responded to soon.
Project Settings
Project Settings are specified for sending in work reminders before the due date of the work taken up. Through this setting, you can enable or disable the reminders feature. In case you enable the reminders you get the chance to customize who receives the reminders and before how many days of the due date.
This is mainly to get the work done on time and avoid the last-minute hassle.
Attendance Settings
Attendance is an essential feature in any working system, it marks the attendance and compiles the data for records.
This section allows customization of certain features like office timings, several clock-ins, late mark time limit, working days, and clock in/clock out details.
The Office Timings i.e. the start time, end time, and half-day leave mark are mentioned herein. This section also includes the extra time slot that is kept for late marking and the maximum number of clock-ins that are allowed in a day.
The Working Days specify the active days of the week that an employee is supposed to work on. Thus, the clock in/out feature works on the specified days and considers the rest as holidays. This makes the attendance count only from the specified number of days as working.
The Clock In/Clock Out methods can be specified as to whether they should be location restricted, IP restricted, or both. It also allows if it should be self Clock In/Clock Out or not.