Setup Menu

Modified on Sat, 21 Jan 2023 at 05:05 AM

SETUP MODULE:

In this setup module there will all master pages were included

CITY MASTER:

1. COUNTRY INFO:

User can add or view list of country.
Which will use in Client master & Employee master

2. State Info:

User can add or view list of state.
Which will use in Client master & Employee master

3. City Info:

User can add or view list of city.
Which will use in Client master & Employee master

FIRM MASTER:

1.TAB – Firm Info :

Here you can mention all basic firm information.
Mention Firm Name, Contact detail, Bank Information & Other TAX related data will print in Invoice & Receipt.
You will get all auto Email and SMS related to firm on mention email address & Phone Number over here.
Tax set up will help in Billing and Receipt.
On updating this page admin, be notified by email.
You can also add multiple firm form here and you can add firm documents.
You can also add or update the firm type with firm type button

2. TAB – Firm Document:

Here you can upload all firm related documents. Will not reflect anywhere in application.

3. TAB – Add Multi Firm:

Here you can add multiple firm by filling basic Information.
You can Use Multi Firm in Accounting means you can raise Bill or Receipt Multi Firm wise. You cannot use Multi Firm to Bi-forget Client, Task or Employee.

4. TAB – Tax Detail:

Here you can add different kind of taxes.
Will reflect in Account menu.

5. TAB – Currency:

Here you can add different currency and its rate as per country.
Will reflect in Account menu and also available into client master

6. TAB – Invoice:

We have two default invoice format
You can select one of them at a time

DEPARTMENT MASTER:

User can manage (add/modify) departments of your firm in this web application through Department master menu.
User can add and edit department detail form here.
User can also download department detail into excel sheet

SMTP CONFIGURATION:

Here user can setup system's SMTP Setting & all email will shoot through described SMTP setting. You can set SMTP User wise.
Here User can set own SMTP & If SMTP is not described then particular login will take Administrator’s SMTP Setting.

START NEW FINANICAL YEAR:

Financial Year:

Click on “Start New Year” Button Next year is all reoccurrence task will come on Task Approval pages.
Nothing will happen to old year’s tasks.
Select close button to close financial year .it will generate recurrence task for the next year.

INTERNAL HELP:

From here user can add help files for particular task, which is help full to employee when he is working on the task.
User can add logically as well as physically files form here

NEW HELP:

There are two option for uploading file for internal help:
1. Soft Copy
2. Hard Copy

For uploading soft copy file:

1.For uploading hard copy :(File Location)

HELP LIST:

From here user can see list of internal help file task wise.
User can also able to search task from help list using below field.
1. Task
2. Subtask
3. Date (From Start Date to End Date

ROLE MANAGEMENT:

Role management means to grant permission for work on particular pages to particular employee
In CAOA Application administrator has full rights to decide who can see or edit particular pages or who cannot.
Administrator has by default full rights. & user cannot change it.
Here you can define and assign role to employee

DEFINE ROLE:

Here you can define role by filling basic info.
Once you define Role name then you will get list of all pages, which are available in application with check box.
For particular role, just check (click) the box which you want to give permission to access. & click assign rights.

ASSIGN ROLE:

Here you can assign particular role to particular employee.
You can assign particular role to more than one employee.
In addition, showing employee has which role.
From List User can change Role.

ROLE LIST:

Here you can see/edit the all defined role list.
To edit click on particular role name & then you can change permission. & it will effect from next login.
User can also able to download role list in excel sheet from it.

HIERARCHY:

Here you can manage hierarchy, i.e. You can give rights of Article to One senior person (Reporting person) so Senior can watch all related reports of Articles & Even make entry behalf of them.

INWARD RIGHTS:

From this page you can manage which Employee can see Inward as “Client Login” (Automatic Inward generates when client upload any document from their login)

EMAIL/SMS CONFIGURATION:

From here user can configure All Auto Email and SMS. Means you can manage particular type of Auto Email or SMS may shoots from application or Not.
In addition, user can see Email and SMS template from here.

RESET PASSWORD:

From here user can reset password of employee or client.
& By Click on Send Button Employee or Client will get one Email & SMS with full detail like, Login URL, Select Employee or Client Tab, User ID & Password

EMPLOYEE LOGIN DETAIL:

From here user can reset password of employee by selecting employee name from employee list or else by search username.

CLIENT LOGIN DETAIL:

From here, you can reset password of client.

BULK UPLOAD:

You can upload your data in bulk with the help of bulk upload
Select the demo file, fill in it, and upload to the system.