ONLINE ONBOARDING

1. HRMS Configurations – Manage Department

2. HRMS Configurations – Manage Designation

3. HRMS Configurations – Manage Job Classifications

4. Staff Management – How to Add New Staff?

5. Staff Management – How to Edit Staff’s Information?

6. Leave Setup – Step 1: Define Leave Types

7. Leave Setup – Step 2: Leave Entitlement Defaults

8. Leave Setup – Step 3: Process Leave Entitlements

9. How to Manage Leave Application for Staff (HR / Admin)

1. Manage Payroll Profile

2. Process and Manage Salary Slips

1. Manage Pricebook Categories

2. Pricebook Management – Add Product / Item / Service Details

1. CRM Configurations – Setting & Configurations

2. How to Manage Leads

3. How to Manage Accounts

4. How to Manage Contacts

5. How to Manage Quotation

6. How to Manage Order Acceptance

7. How to Manage Delivery Order

8. How to Manage Invoice

9. How to Manage Receipt

10. How to Manage Meeting

11. How to Manage Phone Calls

1. Accounting Configurations – Wizards

2. Accounting Configurations – Accounting Period

3. Understanding Chart of Accounts

4. How to Create and Manage Customer (Debtor)

5. How to Create and Manage Invoice

6. How to Create and Manage Receipt (Receive Payment)

7. How to Create and Manage Credit Note

8. How to Create and Manage Debit Note

9. How to Create and Manage Supplier (Creditor)

10. How to Create and Manage Receive Invoice

11. How to Create and Manage Self-Billed Invoice

12. How to Create and Manage Payment (Issue Payment / Payment Voucher)

13. How to Create and Manage Received Credit Note

14. How to Create and Manage Received Debit Note

15. How to Approve / Reject / Unapprove Transactions

Global Configuration

1. How Do I Change My Username, Email, or Password?

2. How to Set Reports Template?

3. How to Top-Up OC Credit?

4. What Should I Do If I Forgot My Password?

HRMS

1. HRMS Configurations – Manage Approvers

2. Staff Management – Resign, Deactivate, Suspend & Unassign

PAYROLL

1. Manage Adjustments – Adjustment Purposes

2. Manage Adjustments – Add Adjustment Individually

CRM

1. Contact Book Overview (Leads, Accounts and Contacts)

2. How to Reassign Accounts

3. Financial Transactions Overview

ACCOUNTING

1. Accounting Configurations – Reference Number

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