System Setup

User account management, targets, other setup items

How to Activate a Transport Zone (s)
Steps: Log in to the system Go to system set up module under other settings section Click on the “Transport Zones” link Scroll down to view all the ...
Wed, 2 Jun, 2021 at 3:22 PM
How to add Billable/Non-Billable Activities
Please follow the below steps: Log in to the system Go to system set up module under other settings section Click on the “Billable Activities” link ...
Wed, 2 Jun, 2021 at 3:22 PM
How to Deactivate Billable/Non-Billable Activities
Steps: Log in to the system Go to system set up module under other settings section Click on the “Billable Activities” link Scroll down to view all ...
Wed, 2 Jun, 2021 at 3:21 PM
How to Activate Billable/ Non-Billable Activities
Below are the steps: Log in to the system Go to system set up module under other settings section Click on the “Billable Activities” link Scroll dow...
Wed, 2 Jun, 2021 at 3:21 PM
How to Delete Billable/Non-Billable Activities
Please follow the below steps: Log in to the system Go to system set up module under other settings section Click on the “Billable Activities” link ...
Wed, 2 Jun, 2021 at 3:21 PM
How to add Bank Account Details
Please follow the below steps: Log in to the system Go to system set up module under other settings section Click on the “Bank Account Details” link ...
Wed, 2 Jun, 2021 at 3:16 PM
How to Edit Bank Account Details
Steps: Log in to the system Go to system set up module under other settings section Click on the “Bank Account Details” link to view all the details ...
Wed, 2 Jun, 2021 at 3:16 PM
How to Delete Bank Account Details
Please follow the below steps: Log in to the system Go to system set up module under other settings section Click on the “Bank Account Details” link ...
Wed, 2 Jun, 2021 at 3:16 PM
How to add Invoice Item (s)
Please follow the below steps: Log in to the system Go to system set up module under other settings section Click on the “Invoice Items” link then cl...
Wed, 2 Jun, 2021 at 3:38 PM
How to Add a Document Category
Kindly follow the below steps:    Log in to the system Go to system set up module under Company Details section Click on the “Other C...
Wed, 21 Jul, 2021 at 3:15 PM