SMS Templates

Creating An Invoice

Changing Invoice Currency

Invoice Ledger Account

Managing Price Lists in Invoices

Adding Taxes in an invoice

Pasting Invoice Items from Sheet

Managing Invoice Advanced Options

Managing Discounts & Deposits

Managing Shipping Options

Setting Terms And Conditions

Managing Already-Paid Invoices

Saving an Invoice

Displaying the Invoice Profit

Editing an Invoice

Customizing Invoice statuses

Emailing an Invoice

Downloading an Invoice (PDF)

Adding a Payment

Attaching a Document

Assigning a Cost Center

Scheduling Appointments

Editing Appointment's Actions

Assigning a Work Order

Sending SMS from Invoices

Sending an Invoice via WhatsApp

Viewing Invoice Activity Log

Cloning an invoice

Exporting Invoices

Deleting an Invoice

Creating An Estimate

Editing an Estimate

Converting an Estimate to an Invoice

Emailing an Estimate

Sending an Estimate via WhatsApp

Adding Notes/ Attachments

Scheduling Appointments

Downloading an Estimate in PDF

Cloning an Estimate

Deleting An Estimate

Creating a Credit Note

Emailing a Credit Note

Editing a Credit Note

Deleting a Credit Note

Creating a Refund Receipt

Emailing a Refund Receipt

Editing a Refund Receipt

Deleting a Refund Receipt

Creating a Recurring Invoice

Editing a Recurring invoice

Deactivating a Subscription

Deleting a Recurring Invoice

Viewing Client Payments

Editing a Client's Payment

Printing/ Downloading a Client's Payment Receipt

Deleting a Client's Payment

General Invoice/ Estimate Settings

Invoices/Estimates Layouts

Customizing Estimate Statuses

Managing Sales Offers

Creating Custom Fields

Setting Employees Maximum Discount

Managing Shipping Options

Starting a Selling Session

Closing a Selling Session

Re-Opening a Selling Session

Validating a Selling Session

Viewing Cash Movements

Viewing a Session Summary

Deleting a POS Session

Creating a POS Sales Transaction

Adding a Client From Sales Screen

Changing the POS Client

Displaying Products’ Information

Adding Cash In

Taking Cash Out

Refunding a Receipt

POS Partial Payment

Exiting Sales Screen

General POS Settings

Managing POS Shifts

Managing POS Devices

Managing Gallery Images

Editing a Content Page

Deleting Content Pages

Adding a Menu Item

Editing Menu Items

Ordering and Leveling Menu Items

Deleting a Menu Item

Adding Item Images

Adding Offers on Items

Adding Discounts on Items

Managing Payment Options

Managing Shipping Options

Booking a Client Appointment

Managing Employees' Work Shifts for Bookings

Editing a Client Booking

Emailing Booking Details to Clients

Converting a Booking into an Invoice

Updating a Booking Status

Deleting a Client Booking

Setting up Bookings

Managing Staff Assigned Services

Creating a Commission Rule

Editing Commission Rules

Deleting Commission Rules

Managing Sales Commissions

Adding Commissions earned in Employees' Pay

Commissions Pay Settings

Generating a Sales Period

Approving/ Rejecting a Sales Period

Exporting Sales Period

Deleting a Sales Period

Printable Work Orders

Delete Work Order

Work Orders Activity Logs

Change Status Of A Work Order

Set An Appointment in Work Order

Clone A Work Order

Print/Download A Work order

Add A Note / Attachment in Work Orders

Edit A Work Order

View A Work Order

Work Order Custom Fields

Add A Work Order

Work Orders List

Enable Work Orders App

Add Outbound Requisitions in Work Orders

Add Inbound Requisitions in a Work Order?

Add A Time In Work Orders

Create A Credit Note In AA Work Order

Add An Expense In A Work Order

Add An Income In Work Orders

Add A Purchase In A Work Order

Add An Invoice In A Work Order

Edit Work Orders Layout

Edit The Actions List In Work Orders

Edit The Statuses List In Work Orders

Set A Budget Calculation in Work Orders

Work Orders Custom Fields

Adding a Client

Editing a Client

Adding a Client's Photo

Sending Clients their Login Credentials

Logging in as a Client

Categorizing Clients

Assigning a Status to a Client

Viewing a Client's Statement

Displaying a Client's Transaction(s)

Displaying a Client's Activity Log

Managing a Client's Opening Balance

Managing a Client's Credit Limit

Importing Clients' Records

Deleting a Client

Invoicing a Client

Scheduling an Appointment

Adding Notes & Attachments

Sending an Email

Sending an SMS

Creating an Estimate

Creating a Credit Note

Creating a Work Order

Assigning a Staff Member to a Client

Adding a Payment Credit

Manual Invoice Payment Distribution

Managing Printable Templates

Suspending a Client

Scheduling an Appointment

Customizing Appointments' Actions List

Editing an Appointment

Marking an Appointment as Done

Dismissing an Appointment

Deleting an Appointment

General Client Settings

Managing Clients' Permissions

Customizing Clients' Fields

Customizing Clients' Statuses

Adding a Membership

Membership Payment

Renewing a Membership

Editing a Membership

Suspending a Membership

Deleting a Membership

Deleting a Subscription

General Membership Settings

Creating a new Package

Ordering a Package

Editing a Package

Deactivating a Package

Deleting a Package

Managing Credit Types

Charging Credit

Editing a Credit Charge

Suspending a Credit Charge

Deleting a Credit Charge

Registering a Credit Usage

Editing a Credit Usage

Deleting a Credit Usage

Adding a Loyalty Rule

Editing a Loyalty Rule

Deactivating a Loyalty Rule

Deleting a Loyalty Rule

Tracking a Client's Loyalty Points

Tracking a Client’s Loyalty Points' Consumption

Redeeming Loyalty Points

Refunding an Invoice with Loyalty Points

Managing Point-Discount Conversion

Taking Client Attendance

Editing a Client Attendance Registry

Deleting a Client Attendance Registry

Adding an Insurance Agent

Assigning an Insurance Agent & Class to a Client

Creating Invoices for Clients with Insurance

Viewing the Insurance Agent's Invoices

Editing an Insurance Agent

Deleting an Insurance Agent

Adding a new Class

Editing an Insurance Class

Deleting an Insurance Class

Adding a Product

Adding a Service

Managing Products' Taxes

Setting Product Discount

Setting a Product's Lowest Retail Price

Add a Product's Photo

Categorizing Products

Managing Products' Barcodes

Editing a Product

Managing Stock Transactions

Managing Products' Printable Templates

Importing Products

Displaying Activity Logs

Deactivating a Product

Deleting a Product

Adding Manual Inbound Requisition

Adding Manual Outbound Requisition

Transferring Stock Manually

Editing a Requisition

Managing Requisitions for Sales & Purchase Invoices

Managing Requisitions' Printable Templates

Deleting a Requisition

Activating Product Tracking

Setting Up Product Tracking with Serial Number

Viewing Products with Serial Number Tracking

Outbound Stock Transactions of Products with Serial Number

Setting Up Product Tracking with Lot Number

Viewing Products with Lot Number Tracking

Outbound Stock Transactions of Products with Lot Number

Setting Up Product Tracking with Expiry Date

Viewing Products with Expiry Date Tracking

Outbound Stock Transactions of Products with Expiry Date

Adding a Price List

Adding Items to Price List

Removing Items from a Price List

Setting a Product Price in Multiple Price Lists

Assigning a Price List to a Client

Products Price Bulk Update

Cloning a Price List

Importing a Price List

Exporting a Price List

Downloading a Price List in PDF

Deactivating a Price List

Deleting a Price List

Managing Price Lists in Invoices

Adding a Warehouse

Editing a Warehouse

Managing Warehouse Permissions

Displaying Warehouse Reports

Deleting a Warehouse

Doing Stocktaking

Adjusting Stocktaking Quantities

Editing a Stocktaking

Importing Stocktaking Items

Exporting Stocktaking

Undoing Stocktaking Adjustment

Deleting Stocktaking

Activating Unit Templates

Setting Measurement Units in a Product's File

Invoicing of Products with Units

Setting a Product's Unit Multiple Barcodes

Activating Bundle Items

Creating a Bundle Product

Adding Bundle Product Stock

Managing Products' Unit Templates

Configuring Barcode Settings

Customizing Products' Fields

Managing Products' Categories

General Inventory Settings

Managing Employees' Default Warehouse

Creating a Purchase Request

Editing a Purchase Request

Approving a Purchase Request

Converting a Purchase Request to a Quotation Request

Rejecting a Purchase Request

Deleting a Purchase Request

Creating a Quotation Request

Editing a Quotation Request

Converting a Quotation Request to a Purchase Quotation

Deleting a Quotation Request

Creating a Purchase Quotation

Editing a Purchase Quotation

Approving a Purchase Quotation

Converting a Purchase Quotation to a Purchase Order

Emailing Purchase Quotation to Supplier

Downloading a Purchase Quotation as PDF

Adding Notes/ Attachments

Rejecting a Purchase Quotation

Deleting a Purchase Quotation

Creating a Purchase Order

Editing a Purchase Order

Converting a Purchase Order to a Purchase Invoice

Emailing the Purchase Order to the Supplier

Downloading the Purchase Order as PDF

Adding Notes/ Attachments to a Purchase Order

Deleting a Purchase Order

Creating a Purchase Invoice

Managing Purchase Invoice Discounts And Deposits

Managing Purchase Invoice Shipping

Editing a Purchase Invoice

Emailing the Purchase Invoice to the Supplier

Downloading a Purchase Invoice as PDF

Cloning a Purchase Invoice

Refunding a Purchase Invoice

Deleting a Purchase Invoice

Creating a Purchase Refund

Editing a Purchase Refund

Emailing a Purchase Refund to the Supplier

Downloading a Purchase Refund as PDF

Deleting a Purchase Refund

Adding a Supplier

Editing a Supplier's File

Managing Suppliers’ Opening Balance

Viewing a Supplier’s Account Statement

Importing Suppliers' Details

Suspending a Supplier's Account

Deleting a Supplier

General Purchase Invoice Settings

Customizing Purchase Invoice Layouts

Customizing Suppliers' File Fields

Adding a new Entry

Editing a Time Tracking Entry

Importing Time Tracking Entries

Deleting a Time Tracking Entry

Generating an Invoice from a Timesheet

General Settings

Projects| Adding a Project

Projects| Editing a Project

Projects| Deleting a Project

Activities| Adding an Activity

Activities| Editing an Activity

Activities| Deleting an Activity

Adding Employee Hourly Rate

Editing Employee Hourly Rate

Deleting Employee Hourly Rate

Delete An Expense Category

Expenses' Categories

Assign A Cost Center

Import Expenses

Expenses' List

Expenses Layout

View Expenses

Deactivate a Recurring Expense

Recurring Expenses

Delete an Expense

Edit an Expense

Add an Expense

Delete An Incomes Category

Incomes Categories

Assign A Cost Center To Incomes

Import Incomes

Incomes List

Incomes Layouts

View Incomes

Deactivate A Recurring Income

Recurring Incomes

Delete An Income

Edit An Income

Add An Income

Delete A Treasury/Bank Account

Change The Primary Treasury/Bank Account

Treasuries/Banks Accounts Transfers

Deactivate A Treasury/Bank Account

Edit A Treasury/Bank Account

View A Treasury/Bank Account

Add Treasuries or Banks Accounts

Treasuries And Bank Accounts List

Delete An Account In Chart Of Accounts

Edit An Account In Chart Of Accounts

Assign Cost Centers to Accounts

View Sub-Account Activities

Add A New Account

Chart Of Accounts

Re-evaluate An Asset

Sell Assets

Delete An Asset

View An Asset

Edit Assets

Manage Assets

Manual Deprecation For Assets

Assets Deprecation

ِAdd An Asset

Delete A Cost Center

Edit Cost Centers

View Cost Centers List With Transactions

Export List Of Accounts In Cost Centers

Assign Cost Centers To Accounts

Assign Cost Centers To Journals

Assign cost center To Incomes

Assign Cost Centers To Expenses

Add Cost Centers

Reopen A Financial Year

Close A Financial Year

Create A Financial year

Assign Cost Centers To Journals

Delete A Journal

View A Journal

Edit A Journal

Add A Journal

Journals List

Requisition Journal Settings

Treasury Accounts Routing

Inventory Accounts Routing

Purchases Accounts Routing

Sales Accounts Routing

Registering a Cheque Book

Editing a Cheque Book

Tracking a Cheque Book Usage

Deactivating a Cheque Book

Deleting a Cheque Book

Issuing a Payable Cheque

Editing a Payable Cheque

Delivering a Payable Cheque

Collecting a Payable Cheque

Rejecting a Payable Cheque

Canceling a Payable Cheque

Deleting a Payable Cheque

Issuing a Receivable Cheque

Editing a Receivable Cheque

Collecting a Receivable Cheque

Depositing a Receivable Cheque

Rejecting a Receivable Cheque

Deleting a Receivable Cheque

Adding a User

Adding an Employee

Actions on Users

Logging in as a User/Employee

Exporting Employees' Data

Deleting an Employee/ User

Adding an Employee Role

Editing an Employee Role

Deleting an Employee Role

Blocked Pages

Adding a New Shift

Editing a Shift

Cloning a Shift

Deleting a Shift

Employee Custom Fields

Managing Designation

Managing Departments

Managing Employee Levels

Managing Employment Types

Attendance Logs

Attendance Days

Attendance Sheets

Actions on Attendance Sheets

Attendance Permissions

Shifts Management

Allocated Shifts

Attendance Log Sessions

Holiday Lists

Attendance Flags

Leave Types

Leave Policies

Machines

Basic Attendance Settings

Attendance Restrictions

Actions on Attendance Restrictions

Adding a Contract

Actions on Contracts

Contract Settings

Deleting a Contract

Generating a Pay Run

Deleting a Pay Run

Generating a Payslip

Managing Payslips

Paying Approved Payslips

Adding a Loan

Actions on Loans

Paying Installments in Loans

Salary Components

Actions on Salary Components

Salary Structures

Actions on Salary Structures

Commissions Pay Settings

Adding a Request Type

Making a Request

Approving or Rejecting a Request

Editing a Request

Deleting a request

Adding a Branch

Switching between Branches

Editing a branch

De/ Reactivating a Branch

Deleting a Branch

Settings

Difference between Tax-Exclusive and Tax-Inclusive

Editing a Tax

Adding a New Tax

SMTP Outlook

SMTP Gmail

SMTP Settings

Upgrading Account Plan

Exporting Account Information Backup

Associating a Treasury with a Payment Gateway

Adding a Custom Payment Gateway

Activating a Payment Gateway

Managing Payment Options

Changing Password

Changing E-mail Address

Managing Account Logo

Editing Printing Method

Editing Date Format

Editing Account Settings

Editing Auto-Numbering Sequence

Managing Apps