| General |
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Organisations Profile
Address, Default Logo, Basic Financial Information & Default Email Address. |
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Standard Charges
Labor Sell Rates, Default Charges, Materials, Contractors, Additional Charges, Sundries. |
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Pay Period
Select the first and last working day for the payroll period. |
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Email Template
Setup the email template for Sales Invoices, Purchase Orders, Service Reports and other customised forms. |
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Message Settings
Text Messages can be used to advise users of important updates such as updates to requests for leave, updates to timesheet, job updates and more. |
| Forms, Policies, Procedures, Human Resource Management |
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Customer Card File
Create new Customer. Input contact details, default labour sell rates, default mark-up % for parts and materials. Create new site. Create site registry. |
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Supplier Card File
Create new Supplier. Input contact details, default mark-up % for parts and materials purchased. Create new branch. |
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Employee Card File
Create new Employee. Input contact default and labour rates. Create asset registry and notifications for licences. default mark-up % for parts and materials purchased. Create new branch. |
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Contractor Card File
Create new Contractor. Input contact details, default labour rates(cost and sell). |
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Reporting Setup
Lock Reporting Periods(Purchase Orders, Sales Invoices, Labour Hours). |
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Number Format
The Number Format section is used to setup the default reference number for forms / documents that are generated i.e. Sales Invoices, Purchase Orders, Service Reports, JSA's etc. |
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Asset Registry Types
Create Asset Types |