System Setup

User account management, targets, other setup items

How to Add a Billable andNon-Billable Activities
The Billable Activities section allows you to create and define activities that can be recorded as either billable or non-billable, together with their asso...
Sun, 26 Jul, 2026 at 3:05 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
The Bank Account Details section allows you to add and configure the details of a firm's bank account in the system. The bank account can also be linked...
Sun, 26 Jul, 2026 at 3:09 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 an Invoice Item
The Invoice Items section allows you to create and configure items that can be added to invoices when billing clients. Steps: Log in to the system. From...
Sun, 26 Jul, 2026 at 3:12 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
How to change NSSF Rates
How to change NSSF Rates Log into the system Go to “System Set Up” Module Under the “Company Details” section click on “Other Configurations” link Scro...
Mon, 8 Nov, 2021 at 1:28 PM