FAQ

Begin typing your question. If we don't have an answer for it in our FAQ, please leave us a message on our contact page.

  • What is ERP ? What are the main Features of ERP  ?

    ERP is short for enterprise resource planning. Enterprise resource planning (ERP) is business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology , services and human resources.
    ERP software integrates all facets of an operation , including product planning , development , manufacturing , sales and marketing.
    An ERP, which formerly would have been stand-alone applications,include: Manufacturing, Supply Chain, Financial,Customer Relationship Management (CRM), HumanResources, Warehouse Management and Site Settings Modules System.

    The main Features are:

    • Separate Individual Logins
    • Employee management with its details leave , payrolls , claims , benefits , its reports.
    • Product planning, purchase.
    • Manufacturing or service delivery
    • Multiple Companies Management
    • Financial management with complete reports
    • Inventory management
    • Reports management
    • Claims management
    • Site setting can be done easily
    • Weekly , Bi-weekly & Monthly Payrolls
    • Run your own SAAS Based ERP

    watch the video  for Overview and Introduction of The ERP.

  • What are the Requirements for ERP ?

    • 5.3<=PHP Version<=5.5
    • Curl Extension Enabled
    • Live Server ( Recommended : Apache with PHP and Mysql )
    • Mysql Database
    • PDO Extension
  • What are Employee Self-Service Modules?

    Employee is created under an company with its login id and password under HR section. The Employee Self-Service module offers a range of features that employees can use to update.. When an Employee login with his/her Login Id, He/She can only see his/her Profile Information , Payslips , Claim Status , Leaves, Project Details , Contacts , Timesheets.
    • Profile Module

      Employees can be maintain all the necessary information Related to his/her Profile like Personal info , Contact info , Job information, Salary information , Bank information , Document details if have , all the leaves info which are requested and Login detail.
      An Employee can change his password through Login Tab , once password has been changed , Employee cannot use the previous password as password.

    • Payroll Module

      In Payroll , An employee can see his generated pay-slips for a specific period with the financial aspects of employee's salary, allowances, deductions, gross pay, net pay, pay slip printing.. He/She can also view all Allowances Payslip and Deductions Payslip separately with status Approved or Disapproved. Action that can be performed are..can take out print and can view its payslip details as a preview.

    • Claims Status Module

      Claim Enables an employee to make claim request and track their approval status. It includes total no of Claims, Approved claims, Pending claims, Rejected claims. Employee can view, add ,edit its claim which can either Transport, Travelling, Entertainment.

    • Leaves Module

      In Leave Management,an employee can mark his or her leave specified with type of leave,reason for leave etc. All leaves marked by Employees can be viewed with status marked as APPROVED with details like Employee Name , Leave type , Duration from , To , Application Date , Total days. All Allowed Leaves to that Employee can also view.It is up to the employer to grant or deny leave based on organization policies.

    • Projects Module

      In Project Management,an employee can Add, View ,Edit his or her Projects specified with Project Name, Project Client, Project Code, Project Location, Price, Project Description , Due Date, Project Category, Attachments.
      It includes developing a project plan, which includes defining and confirming the project goals and objectives, identifying tasks and how goals will be achieved, quantifying the resources needed, and determining budgets and timelines for completion. Timelines and completion of an project in calendar can be viewed.

    • Contacts Module

      In Contacts has developed a way to make sure your contacts are created and classified correctly under associated company. It provides a simple form where an Employee can enter contacts information and distinguish them as an individual or a person associated to a company.

    • Timesheet Module

      In Timeline, an employee can Mark his Attendance and can edit until it is approved by the Supervisor.


    Employee can Edit or Update its Profile Status , can maintain its monthly Payslips Records with regular update status. He/she will not be able to see information for any of their Employees nor any other information that Admin want to keep safe.

    watch the video to understand how an employee will login and manage its modules.

  • What are Modules that an organisation will handle?

    When an Company Admin login with his/her Login Id , He/She can see all the employee details which are added within his/her Company.
    He / she can edit , add , manage information of all those employee only which are under his Company. He / she will not be able to see employees information related to other Company nor any other information that Admin want to keep safe.

    watch the video to get overview for company profile.

  • What are the modules that makes it different from other ERP systems ?

    ERP is a cross functional software that supports all the business processes within the organization. Depending on organizations need required components are integrated & customized ERP system is formed.
    • Human Resource Management

      Human Resource module helps to HR team for efficient management of human resources. HR module helps to manage employee information, track employee records like performance reviews, designations, job descriptions, skill matrix, time & attendance tracking , leaves requested by an employee , claims , reports are generated according to data , hr settings and benefits . One of the important sub module in HR module is Payroll System which helps to manage salaries, payment reports etc . It can also includes Travel Expenses & Claims tracking. HR setting includes Employee/Leave Group , Allowances settings , Allowed Leaves .

    • Inventory Module

      Inventory module can be used to track the stock of items. Items can be identified by unique serial numbers. Using that unique numbers inventory system can keep track of item and trace its current location in organization. Inventory module includes functionalities like inventory control, master units , stock utilization reporting etc . There may be integration of inventory module with purchase module of ERP.

    • Sales Module

      Sales process includes processes like Sales queries & enquiry analysis & handling , quotation drafting , accepting sales orders , drafting sales invoices with proper taxation , dispatch/Shipment of material or service , tracking pending sales order . All these sales transactions are managed by sales module of ERP. CRM module can take help of Sales module for future opportunity creation & lead generation.

    • Purchase Module

      Purchase modules take care of all the processes that are part of procurement of items or raw materials that are required for organization. Purchase module consist of functionalities like supplier/vendor listing , supplier & item linking , sending quotation request to vendors , receiving & recording quotations , analysis of quotations , preparing purchase orders , tracking the purchase items , preparing GRNs(Good Receipt Notes) & updating stocks & various reports . Purchase module is integrated with Inventory module & Engineering/production module for updating of stocks.

    • Finance Management

      Whole inflow & outflow of money/capital is managed by finance module. This module keeps track of all account related transactions like expenditures , Balance sheet , account ledgers , tax management etc. Financial reporting is easy task for this module of ERP. Any Financial data that is required for running business is available on one click in Finance module.

    • Customer Relationship Management(CRM)

      CRM department is helps to boost the sales performance through better customer service & establishing the healthy relationship with customers. All the stored details of customer is available in CRM module.CRM module helps to manage & track detailed information of the customer like communication history , calls , meetings , details of purchases made by customer , contract duration etc. CRM module can be integrated with Sales module to enhance sales opportunities.

  • Questions related to Admin Profile

  • What are the modules that Admin will handle ?

    Administrative rights are automatically granted to manage all the information related to any Company , Any employee. Admin can add , edit , remove any company Information.
    He/she can able to add , edit , remove any information of an employee of any company. He can Manage Setting , Manages users , Manages Companies details.
    • Manage Companies

      Manage companies includes planning , organizing , staffing , leading or directing , and controlling an organization to accomplish the goal or target.It includes all the management tools like Handling HR management , Customer relations , Inventory , leaves etc.

    • System Setup (Lookups)

      In Erp , System Setup is done through Manage setting menu.Here an admin or user can create , edit and delete system setup details.

    • Manage Users

      In Erp system , user accounts can be added and manage through the manage users Menu. View authorized users with Details like username , email address , type.. User can define its type itself.

  • Manage Companies
  • What is meant by Manage Companies in Erp system ?

    Manage companies includes planning , organizing , staffing , leading or directing , and controlling an organization to accomplish the goal or target.It includes all the management tools like Handling HR management , Customer relations , Inventory , leaves etc. It includes all the management tools like Handling HR management , Customer relations management , Inventory management , Financial management etc.
  • From where I can add new Company in a Admin profile?

    A New Company is added with details like Company Prefix Code , Company CSN , Company Name , Authorized Person , Authorized Person Designation , Authorized Person Email , Company ROC ,Company Type , Bank Name , Company E-Mail , Email Address in correct format, Account no , Secure Password is also provided.

    watch the video this will make you understand...

  • Can I view all created companies with details at a time ?

    Yes..this facilility is provided under admin profile. All company details Can be seen at a time with details like Company Code , Company Name , Company Phone , Company E-Mail , Company Address , Profile Status.

    watch the video it will help you to get overview.

  • Can I edit or update and delete particular company details?

    Yes..a company can be Edit its Profile at any time Having details like Company Information , Preferences Information , Bank Information , IRAS Information , Company logo , Accounts Information.
    A company can be delete if it is not required longer.

    watch the video it will help you to get overview.

  • System Setup (Lookups)
  • What is meant by System Setup (Lookups) in Erp system ?

    In Erp , System Setup is done through Manage setting menu.Here an admin or user can create , edit and delete system setup details.
  • What are the module that System setup includes ?

    • Site Settings

      Site settings includes Site details , Change Password , Change Site Logo. Site details have Change Email , Site Name , Site E-Mail , Site Date Format.

    • Department

      Department is Add with its name and can be Edit , View Delete at the same time.

    • Designation

      Various Designations are created on the basis of roles & responsibilities. Designations can also edit and delete , view.

    • Bank

      Bank information is added with its details like Bank Name , Bank Code , Bank Address.It can view , edit and delete at the same time.

    • Country

      Country Name is Added , Edit , Delete from here.All created Countries can also be views.

    • State

      State is Added , Edit , Delete from here.All created States can also be views.

    • Race

      All races details can be View here , A new Race can be created , Edit and delete.

    • Religious

      Religious Can be Added with its Name..and can also be Edit from here.

    • Nationality

      Nationality(the legal relationship between a person and a state) is Added through this form.it can also Edit , delete through the same form.

    • Document Category

      You can separately number each document category by assigning a different Name to each category..Particular document can be edit and delete.

    • Currency

      Currency symbol is added which is used as currency in System.Currency can also edit and delete.

    • Industry

      Industry details is added, Edit and delete here.Can view all industries added in system.

    • Salutations

      Salutations is added here with Salutations Name. Edit and delete action can also be done for Salutations Name .


    watch the video

  • Manage Users
  • What is meant by Manage Users in Erp system ?

    In Erp system , user accounts can be added and manage through the manage users Menu. View authorized users with Details like username , email address , type..
  • From where I can add new user in a Admin profile?

    A user can add with details like User Type , Company name User Name , Email Address in correct format, Secure Password is also provided.

    watch the video this will make you understand...

  • Can I view all created users with details at a time ?

    Yes..this facilility is provided under admin profile. All users can view with details like User Type, User Name, Email Address in correct format , Company name.

    watch the video

  • Can I edit or update and delete particular user details?

    Yes..A user can edit its details.This makes easy to accommodate changes in a users details and maintain all information updated. User can be delete if not required longer.

    watch the video

  • Questions related to Company Profile

    Dashboard module
  • What are the module that dashboard includes in it ?

    It includes all the management tools like Handling HR management , Customer relations management , Inventory management , Financial management etc.

    • HR management

      HR concerned with the management of people within his/her organizations, focusing on policies and on systems. HR also maintain information related to employee like payrolls details , leaves requested by an employee , claims , reports are generated according to data , hr settings and benefits.

    • CRM management

      CRM concerned with the management of refers to practices , strategies and technologies that system use to manage and analyze customer interactions and data throughout the customer lifecycle , with the goal of improving business relationships with customers , assisting in customer retention.

    • Product Management

      Product/Inventory Management is a software to track orders , control stock , and manage his/her Company details. Inventory is the quantity of a particular product that is available for sale. It is to setting up and organizing all products in the Company to chosen.

    • Financial Management

      Financial Management handle all the details like General Journal , Trial Balance , General Ledgers , Accounts of his company Employees. Its main responsibility is to complete the finance function successfully.

  • From where can I edit or update company profile ?

    A Company can be edit its profile at any time having details like Company Information , Preferences Information , Bank Information , IRAS Information , Company logo , Accounts Information through edit profile under Dashboard module.

    watch the video

  • Questions related to HR management:

  • What are the module that HR dashboard includes in it ?

    In Erp , Human Resource Management , concerned with the management of people within organizations , focusing on policies and on systems.
    HR also maintain information related to employee like payrolls details , leaves requested by an employee , claims , reports are generated according to data and HR setting is also maintain.

    • HR management

      In HR , all the necessary information of the employees can be maintain.Apart from general information , employee have to fill details like Personal info , Contact info , Job information , Salary information , Bank information , Certificate details if have , Family Member details , all the leaves info which are requested and Login detail .An Employee can change his password through Login Tab , once password has been changed , employee cannot use the previous password as a new password.

    • Payroll Processing

      In Payroll management , deals with the financial aspects of employee's salary , allowances , deductions , gross pay , net pay , pay slip printing and generation of pay-slips for a specific period.

    • Leave Management

      Leave Management encompasses the processes employees use to request time away from work and supervisors use to grant or deny leave based on organization policies. It allows employees and their managers to manage their leaves and mark their Leaves. It helps an organizations to record , track , monitor and evaluate the employees leave and attendance record.
      In Leave Management ,an employee can mark his or her leave specified with type of leave , reason for leave etc. It is up to the employer's discretion as to whether or not an employee's request for a leave of absence is approved.

    • Claim Management

      Claims management system empowers organization for effective management of employee claims by recording, monitoring, tracking and evaluating employee claims. Claim Enables an employee to make claim request and track their approval status. Employee can view , add , edit its claim which can either Transport , Travelling , Entertainment or Other claims can be added.

    • Benefits

      Employee benefits are optional , non-wage compensation provided to employees in addition to their normal wages or salaries. The benefit is administered by a central organization such as a government agency , private business , or not-for-profit entity.It includes pension , health insurance benefits.

    • Report Management

      Report Management system empowers organization for effective management of employee hr reports , payrolls , leave , claims , benefits reports.

    • HR setting

      Settings Management handle all the setting details of the particular company regarding HR setting includes Employee and Leave Group , Allowances settings , Allowed Leaves. Company can manage all the information regarding his hr setting details.

  • HR management
  • From where I can add new employee in a company ?

    New Employee is added through HR management module with all details necessary to maintain record like employee code , employee group , leave group , first name , last name , email , pay frequency , social security , basic pay , joining date.

    watch the video this will make you understand...

  • Can I view all created employee of a company with details at a time ?

    Yes..this facilility is provided under hr module. All employees are viewed with details like Employee code , Employee name , Employee email , Joining date , Basic Pay , Leave group , Pay Frequency , Status , image.

    watch the video it will help you to get overview.

  • Can I edit or update particular employee details?

    Yes..details of particular employee can be manage and update.It maintain consistency in system. An employee status can change from inactive to active status and vice-versa.

    watch the video it will help you to get overview.

  • What is timesheet in HR module ?

    In Timeline, an employee can Mark his Attendance and can edit in calendar.
  • Can I add timesheets ?

    Yes ,of course Timeline is added with all the details like Attendance date , In Time ,Out Time , Remark from timesheet module.
    *Note : Out Time should be greater then In time.


    watch the video

  • Can I view all timesheets with details ?

    Yes , All Created Timelines are view with in calendar with its in time and out time.

    watch the video

  • Can I edit or update particular timesheet details?

    Yeah! Yes , Details of a particular timeline can be manage and update with details Attendance date , In Time ,Out Time , Remark from timesheet module.

    watch the video

  • Payroll Processing
  • What is meant by Payroll Processing in Hr management module ?

    In Payroll management , deals with the financial aspects of employee's salary , allowances , deductions , gross pay , net pay , pay slip printing and generation of pay-slips for a specific period.

  • Allowances/Deduction
  • From where an employee can add Payroll Additions and Payroll Deductions ?

    Payroll Additions is added through payroll additions/deductions under payrollprocessing module with all the details like Employee Name , Amount , Transaction Date , Addition type or deduction type.
    * Note: a) Transaction date should be less than or equal to today date.
    b) Transaction date should be greater than joining date of that employee.


    watch the video this will make you understand...

  • Can I view all created Payroll Additions and Payroll Deductions of an employee with details at a time ?

    Yes..this facilility is provided under hr module. All Payroll Additions and Payroll Deductions are viewed with details like Employee name , Amount , Transaction Date , Approval date , Addition type or deduction type , Status.

    watch the video it will help you to get overview.

  • Can I edit or update and delete particular Payroll Additions and Payroll Deductions details ?

    Answer is both yes as well no...
    • It is Yes, Details of a particular payroll deductions and payroll additions can be update add delete , until it is not generated as a payslip.
    • No, If particular payroll deductions and payroll additions is generated as a payslip ..it cannot be update.


    watch the video it will help you to get overview.


  • View / Edit / Review Timesheets
  • From where I can mark attendance and lunch break time for an employee ?

    Timeline is added with all the details like Attendance date , In Time , Out Time , Remark. An employee can add Lunch Break time through action with details like In Time , Out Time.
    * Note: Out Time should be greater then In time.

    watch the video

  • Can I view all timesheets and attendance of all the employees in a company ?

    Yes , All Created Timelines are view with details like Employee name , Attendance date , In Time , Out Time , Lunch In and out time , Total Hours and all marked attendance related to an employee can view in calendar .

    watch the video

  • Can I edit or update particular timesheet details?

    Yeah! Yes , Details of a particular timeline can be manage and update with details like Attendance date , In Time ,Out Time , Remark from timesheet module.

    watch the video

  • Process Payroll
  • What is meant by process payroll in Payroll management module ?

    Payslip process can be done and payslip can be generated for particular employee with Employee Name , For Month.
  • From where I can add or generate payslips for an employee ?

    All Employees Payslip List for current month can be view with details like Employee Name , Employee code , Employee Pay frequency , Company name , Timesheet status . You can generate payslip for particular employee by selecting employee name.
    Generate Payslip is added through generate payroll under process payroll with all the details like with Employee Name , For Month.
    * Note: a) Transaction date should be less than or equal to today date.
    b) Transaction date should be greater than joining date of that employee.


    watch the video

  • Approve Payroll
  • What is meant by approve payrolls in Payroll management module ?

    All Approve Payslip can be view with details like Employee name , Department , Basic Pay , Additions , Deduction , Net pay , Month.
  • Can I view all the approved payrolls of all employees at a time with details ?

    Yes , of course all approved payslip can be view with details like Employee name , Department , Basic Pay , Additions , Deduction , Net pay , Month in approve payslip module.

    watch the video

  • Can I view and delete particular approve payslip details?

    Yeah , sure ..details of a particular Approve Payslip can be view and If an approve Payslip is not required longer ..it can be remove.

    watch the video

  • Print Payroll
  • What is meant by print payrolls in Payroll management module ?

    All Approved Payslip print preview can be view with details like Employee name , Basic Pay , Working Hours , Hourly rate , Additions , Deduction , Net pay , Month , Status.
  • Can I view all approved Payslip print of all employees at a time with details ?

    Yes , of course all approved payslip can be view with details like Employee name , Department , Basic Pay , Additions , Deduction , Net pay , Month in print payslip module.

    watch the video

  • Can I view print preview and can download as a pdf file of particular approved payslip details?

    Yeah , sure ..You can print as well as download particular payslip.

    watch the video

  • Summaries & Tax Reports
  • What is meant by summaries & tax reports in Payroll management module ?

    Payrolls Summary Reports can be generated on the basis of social security , pension , health insurance , cheque summary , bank summary , month , year.

    watch the video

  • Leave Management
  • What is meant by Leave Management in Hr management module ?

    Leave Management encompasses the processes employees use to request time away from work and supervisors use to grant or deny leave based on organization policies. It allows employees and their managers to manage their leaves and mark their Leaves. It helps an organizations to record , track , monitor and evaluate the employees leave and attendance record. In Leave Management ,an employee can mark his or her leave specified with type of leave , reason for leave etc. It is up to the employer's discretion as to whether or not an employee's request for a leave of absence is approved.

  • Manage Leaves
  • From where I can view leaves status of all employees related to Leave Groups ?

    Leave status of all Employees related to Leave Groups Can be viewed through manage leave module with details like Employee name , Employee code , Annual leaves , Compassionate Leaves , Hospitalisation Leaves , Maternity Leaves , Marriage Leaves , Paternity Leaves , Sick Leaves of current fiscal year.
    Current Leave Status can be download or copy or can save as excel file or as pdf file or can take as a print out.

    watch the video

  • Apply for leaves
  • From where an employee can apply for leave ?

    An employee can apply it leaves through Applied leaves with details like Employee Name , Date Range , Types of Leaves , Range of Leaves , Remark.
    In Date Range,start date must be less than end date.

    watch the video

  • Pending Leaves
  • Can I view all pending leaves with details ?

    All Pending Leaves which are not seen by supervisor can be viewed with status marked as PENDING with details like Employee Name , Leave type ,
    Duration from , To , Application Date , Total days. Employee can add his/her leave through add leave button.

    watch the video

  • Leave calendar
  • Why Leave calendar module is used in leave management ?

    All apply leave are viewed in calendar. View of leave in calendar can be view as in 3 months or in 6 months or in year.

    watch the video

  • Hr settings
  • What is meant by Hr settings in Hr management module ?

    Settings Management handle all the setting details of the particular company regarding HR setting( Employee and Leave Group) , Allowances settings , Allowed Leaves .. Company can manage all the information regarding his hr setting details.

    watch the video It will help you to understand how to work with employee/leave group module..

  • Employee/Leave Group
  • What is meant by Employees group in Hr setting module ?

    Employee groups are groups of employees who join together in their workplace based on shared characteristics or life experiences.Employee groups serve as selection criteria for reporting.
    • All created Employee Group can be View with details like Employee group name.
    • Employee Group can be added with its name.
    • Particular Employee group can be edit and delete.
  • What is meant by Leave group in Hr setting module ?

    Leave Groups is a benefit offered by an employer to
    its employees , where by an employee can accumulate
    his/ her leave over a period
    of time.
    • All created Leave Group can be View with details like Leave Group name.
    • Leave Group can be added with its name.
    • Particular Leave Group can be edit and delete.
  • Allowance Settings
  • What is meant by Allowance Settings in Hr setting module ?

    An allowance is an amount of money given or allotted usually at regular intervals for a specific purpose.
  • How can I add allowance ?

    New Allowance is added with all the details necessary to maintain info like allowance name.

    watch the video

  • Can I view all allowances with details ?

    Yes , sure...All created allowances are view with details like allowance name through allowance setting.

    watch the video

  • Can I edit and delete particular allowance at a time ?

    Yes , sure..details of a particular allowance can be update.If an account details is not required longer , it can delete.

    watch the video

  • Allowed Leaves
  • What is meant by Allowed Leaves in Hr setting module ?

    View all Allowed Leaves to Particular Leave Groups Can be viewed with details like Fiscal year , Leave group , Annual leaves , Compassionate Leaves , Hospitalisation Leaves , Maternity Leaves , Marriage Leaves , Paternity Leaves , Sick Leaves.
  • How can I Add Leave to Group ?

    Leaves can be assign to leave group with details like Leave group , Annual leaves , Compassionate Leaves , Hospitalisation Leaves , Maternity Leaves , Marriage Leaves , Paternity Leaves , Sick Leaves.

    watch the video

  • Can I delete particular allowed leave at a time ?

    Yes , sure..details of a particular allowed leave can be delete , if it is not required longer.You can view video in above question..
  • Claim Management
  • What is meant by Claim Management in Hr management module ?

    Claims management system empowers organization for effective management of employee claims by recording, monitoring, tracking and evaluating employee claims. Claim Enables an employee to make claim request and track their approval status. Employee can view , add , edit its claim which can either Transport , Travelling , Entertainment or Other claims can be added.
  • What are the different types of Claims that can be added and from where ?

    Claims that can be added are
    • Transport Claim
    • Travelling Claim
    • Entertainment Claim
    • Other Claim
    Claim request are added with details Employee name , Amount , Date of Payment , Destination , Mode of Transport , purpose , Duration , Mode of Transport.

    watch the video to know how to add claim.

  • Can I view all the requested claims at a time with details?

    Yes..of course this facility is provided under claim module where an employee can view all requested claims with details like claimed amount, reasons for trips , Employee name , Date of Payment , Claim type , Department , Attachment file. Claims pending , approved , rejected Status can be view at a time from dropdown.

    watch the video

  • Can I edit or update and delete particular claim details?

    Yeah! Yes , Details of a particular Claim can be update if and only if it is in Pending status. Once it is approved or rejected by Supervisor , it cannot be update.
    For delete , a claim can delete at any time either it is in approved status or in pending status.

    watch the video

  • Benefits
  • What is meant by Benefits ?

    Employee benefits are optional , non-wage compensation provided to employees in addition to their normal wages or salaries. The benefit is administered by a central organization such as a government agency , private business , or not-for-profit entity.It includes pension , health insurance benefits.

    watch the video

  • Pension 401k
  • Can I view all Pension 401k of a company ?

    Yes , you can view all employee pension records with details like Employee name , Employee code , Eligibilty , Premium amount , Employee contribution , Employer contribution through pension module.
    * Note : Eligibilty can be change to yes or no.
    The final accrued amount is available as a monthly pension or a lump sum. Pension benefits are provided to retired government officials to ensure a regular income and a secure future.
  • Health insurance
  • Can I view all Health insurance of a company ?

    Yes , you can view all employee Health insurance records with details like Employee name , Employee code , Eligibilty , Health insurance Premium amount , Employee contribution , Employer contribution.
    * Note : Eligibilty can be change to yes or no.
    Health insurance is insurance against the risk of incurring medical expenses among individuals.It is include to ensure that money is available to pay for the health care benefits specified in the insurance agreement.
  • Report Management
  • What is meant by Report Management ?

    Report Management system empowers organization for effective management of employee hr reports , payrolls , leave , claims , benefits reports.
  • HR Reports
  • How can I generate Hr reports of all employee with details ?

    HR Reports can be generated on the basis of report type through hr report module with details like employee personal detail , employee address , employee job detail , employee salary detail with employee group , Month , Year.
    Reports can be download or copy or can save as excel file or as pdf file or can take as a print out.

    watch the video

  • Payrolls
  • What process should I follow to generate payroll reports ?

    Payrolls Reports can be generated on the basis of Payslip Period which can be weekly or bi-weekly or monthly , month , year for an employee with details like Employee Name , Basic pay , hr rate , total hours , Addition , Deductions , Net pay , payment mode.
    Reports can be download or copy or can save as excel file or as pdf file or can take as a print out.

    watch the video

  • Leave
  • How can I generate Leave reports of all employee with details ?

    Here we can view all leaves with details like Employee Name , Leave type , duration of leave from , to , application date , total days of leave with status.
    Reports can be download or copy or can save as excel file or as pdf file or can take as a print out.

    watch the video

  • Claims
  • How can I generate Claims reports ?

    Claims Reports can be generated on the basis of Claim Type , Month, Year.
    Reports can be download or copy or can save as excel file or as pdf file or can take as a print out.

    watch the video

  • Benefits
  • How can I generate Benefits reports ?

    Benefits Reports can be generated on the basis of pension or health insurance , month, year.
    Report can take out as a print out.
  • Questions related to Customer relationship management:

  • What are the module that CRM dashboard includes in it ?

    CRM concerned with the management of refers to practices , strategies and technologies that system use to manage and analyze customer interactions and data throughout the customer lifecycle , with the goal of improving business relationships with customers , assisting in customer retention.

    • Contacts individual/Company

      Contacts individual/Company , has developed a way to make sure your contacts are created and classified correctly under associated company. It provides a simple form where an employee can enter contacts information and distinguish them as an individual or a person associated to a company.

    • Opportunities

      Project management is a carefully planned and organized effort to accomplish a successful project. It includes developing a project plan , which includes defining and confirming the project goals and objectives , identifying tasks and how goals will be achieved , quantifying the resources needed , and determining budgets and timelines for completion. Timelines and completion of an project in calendar can be viewed.

    • Appointment Setting

      Appointment Setting Use calendar to reflect the general tasks or appointment with their appointment date , appointment time , appointment Status as well as regular nonworking times (such as weekends and evenings).And keeping track of nonworking time is critical for making sure your system meets its deadline.

    • Services Management

      In Services Module , refers to the entirety of activities - directed by policies , organized and structured in processes and supporting procedures - that are performed by an organization or part of an organization to plan , deliver , operate and control services offered to customers. It is thus concerned with the implementation of quality services that meet the needs of customers , and is performed by the service provider through an appropriate mix of people, process and information technology.

    • Project Sale Quotations

      Business flow : Quotation >> Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
      In a Project Sale Quotations , you enter the services , basic contact information , special trade agreements and discounts , and possible taxes and subcharges that you estimate for a project. If the customer approves the project quotation , you can copy the information in the project quotation to a project. You can convert the project sale quotation to project sale order at the same time. Print preview of sale quotation can be seen by print preview function.

    • Project Sale orders

      Business flow : Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
      In a Project Sale Orders , once the product is set up , you can create a sale order with the related product. Once the quotation is confirmed and transformed into a sale order , the task will be created..Finally last step is to convert sale order to invoice.Print preview of sale orders can be seen by print preview function.

    • Project Invoices

      Business flow : Billing >> Excise Invoice >> Account receivable.
      In Project Invoices , Once the product is ordered , it automatically converted to invoice. This can easily follow the amount of hours that were ready to be invoiced and/or delivered to the client. It also includes Invoice's Total Amount , Amount Paid , Amount Due. Project Sale orders can be added from here.

  • Contacts individual/Company
  • From where I can add contacts individually / company ?

    New Contact can be added with all the details necessary to maintain info like Contact type , Contact Name , Company Name , Title/Designation , Email Address , Phone , Address , Creation Date , lead status , Lead Source , Lead Owner , Debit Account , Credit Account through contact module.

    watch the video

  • Can I view all created contacts with details ?

    Yes , All Created contacts are view with details like Contact type , Contact Name , Company Name , Email Address , Phone , Creation Date , lead status , Debit Account , Credit Account.

    watch the video

  • Can I edit or update and delete particular contact ?

    Yeah! Yes , Details of a particular Contact can be manage and update.It maintain consistency in system. If an Contact details is not required longer ..it can be delete.

    watch the video

  • Project Management
  • What is meant by Project module ?

    In Project Module , an employee can Add , View ,Edit his or her Projects specified with Project Name, Project Client, Project Code, Project Location, Price, Project Description , Due Date, Project Category, Attachments.
    It includes developing a project plan, which includes defining and confirming the project goals and objectives, identifying tasks and how goals will be achieved, quantifying the resources needed, and determining budgets and timelines for completion. All created project can be viewed in calendar.
  • From where I can add projects ?

    New Project is added through add project button with all the details necessary to maintain info like Project Name, Project Client , Project Code , Project Location , Price , Project Description , Due Date , Project Category , Attachments , Project Owner .

    watch the video

  • Can I view all created projects with details ?

    Yes , All Created Projects are view with details like Project Name , Project Client , Start date of Project , End date of Project Price , Project Status , Due Date , Project Owner.
    • Start date and End date depends on the status of the project.
    • Status can be either Running , Completed , Approved , Canceled.

    watch the video

  • Can I edit or update and delete particular project ?

    Yeah! Yes , Details of a particular Project can be manage and update. If an Project details is not required longer ..it can be delete or remove.

    watch the video

  • From where we can view and edit all timelines for a project ?

    Timelines can be view through timelines button and can edit project through calendar modal box . Here comments can also be added through add comment button .

    watch the video

  • Task & Appointment Setting
  • What is meant by Task & Appointment Setting ?

    Task & Appointment Setting Use calendar to reflect the general tasks or appointment with their appointment date , appointment time , appointment Status as well as regular nonworking times (such as weekends and evenings).And keeping track of nonworking time is critical for making sure your system meets its deadline.
  • How can I add new appointment ?

    New Appointment can be added through appointment setting module with all the details necessary to maintain info like appointment title , client , appointment date , appointment time , appointment status.

    watch the video

  • Can I view all created appointment with details ?

    Yes , sure.. All created appointment are view within calendar with its appointment title.

    watch the video

  • Can I edit or update particular appointment ?

    Yes , sure..Details of a particular appointment can be manage and update by click on title name shown in calendar.

    watch the video

  • Services Management
  • What is meant by Services Management ?

    In Services Module , refers to the entirety of activities - directed by policies , organized and structured in processes and supporting procedures - that are performed by an organization or part of an organization to plan , deliver , operate and control services offered to customers. It is thus concerned with the implementation of quality services that meet the needs of customers , and is performed by the service provider through an appropriate mix of people, process and information technology.
  • From where I can add Services ?

    New Services is added through service management module with all the details necessary to maintain information like service name , Detail .

    watch the video

  • Can I view all created Services with details ?

    Yes , All Created Services are view with details like service name , Detail.

    watch the video

  • Can I edit or update and delete particular Services ?

    Yeah! Yes , Details of a particular Service can be manage and update. If an Service details is not required longer ..it can be delete or remove.

    watch the video

  • Project Sale Quotations
  • What is meant by Project Sale Quotations ?

    Business flow : Quotation >> Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
    In a Project Sale Quotations , you enter the services , basic contact information , special trade agreements and discounts , and possible taxes and subcharges that you estimate for a project. If the customer approves the project quotation , you can copy the information in the project quotation to a project. You can convert the project sale quotation to project sale order at the same time. Print preview of sale quotation can be seen by print preview function.
  • How can I add project sale quotations ?

    New Project Sale Quotations is added with all the details necessary to maintain info like Customer Name , Project Name , Item , Quantity , Tax , Notes through generate project sale quotations button under project sale quotations module . Cost and Amount will calculate automatically.

  • Can I view all project sale quotations with details ?

    Yes , sure...All created project sale quotations are view with details like Quotation No. , Customer , Subtotals , Tax , Grand total , Created date. Project sale quotations can be convert to order but it require Tax , Delivery date , shipping Rule details to be filled.

    watch the video

  • Can I view particular project sale quotations details at a time ?

    Yes , sure..Details of a particular Project Sale Quotation can be view with details To and From Address , Product name , quantity , price , total. If an Project Sale Quotation details is not required longer ..it can be delete or remove. Print preview of quotation can be seen by print preview function.

    watch the video

  • Project Sale orders
  • What is meant by Project Sale Quotations ?

    Business flow : Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
    In a Project Sale Orders , once the product is set up , you can create a sale order with the related product. Once the quotation is confirmed and transformed into a sale order , the task will be created..Finally last step is to convert sale order to invoice.Print preview of sale orders can be seen by print preview function.
  • How can I add project sale orders ?

    New Project Sale orders is added with all the details necessary to maintain info like Customer Name , Delivery Date , Project Name , Shipping Rule Item , Quantity , Tax , Terms and Conditions details through generate project sale order button under project sale orders module. Cost and Amount will calculate automatically.

    watch the video

  • Can I view all project sale orders with details ?

    Yes , sure...All Created Project Sale orders are view with details like Oreder No. , Customer , Subtotals , Tax , shipping , Grand total , Created date. Project Sale orders is then finally convert to invoices but it require first select invoice date to be filled.

    watch the video

  • Can I view particular project sale orders details at a time ?

    Yes , sure..Details of a particular Project Sale orders can be view with details To and From Address , Order no. , Product name , quantity , price , total.
    If an Project Sale Orders details is not required longer..it can be delete or remove. Print preview of sale order can be seen by print preview function.

    watch the video

  • Project Invoices
  • What is meant by Project invoices ?

    Business flow : Billing >> Excise Invoice >> Account receivable.
    In Project Invoices , Once the product is ordered , it automatically converted to invoice. This can easily follow the amount of hours that were ready to be invoiced and/or delivered to the client. It also includes Invoice's Total Amount , Amount Paid , Amount Due. Project Sale orders can be added from here.
  • Can I view all project invoices with details ?

    Yes , sure...All ordered Project Invoices are view with details like Invoice id. , Customer , Subtotals , Tax , shipping , total amount , Amount Paid , Amount Due , Created date.

    watch the video

  • Can I view particular project invoices details at a time ?

    Yes , sure..Details of a particular Project Invoice can be view with details To and From Address , Invoice id. , Product name , quantity , price , total.
    A payment can be done throgh an action of Make payment(if payment is done.the status will be paid otherwise it will show Unpaid.)
    Print preview of invoice can be seen by print preview function.If an Project Invoices details is not required longer ..it can be delete or remove.

    watch the video

  • Questions related to Inventory Management:

  • What are the module that Inventory Management dashboard includes in it ?

    Inventory Management is a software to track orders , control stock , and manage business. Inventory is the quantity of a particular product that is available for sale. It is to setting up and organizing all products in the system to chosen.

    • Purchase Orders

      A purchase order is a commercial document and first official offer issued by a buyer to a seller , indicating types , quantities , and agreed prices for products or services. A buyer-generated document that authorizes a purchase transaction. When accepted by the seller , it becomes a contract binding on that item.

    • Sales Order

      Sales Order is a confirmation document sent to the customers before delivering the goods or services. A seller-generated document that authorizes sale of the specified item(s) , issued after receipt of a customer's purchase order.

    • Tax Configuration

      GST or the Goods and Services Tax is an indirect tax that brings together most of the taxes that are imposed on all goods and services of a company.Gst taxes can be added with details like tax name , tax percentage.

    • Shipping Configuration

      Shipping rules or charges can be add with its shipping rule name, tax percentage.

  • Purchase Orders
  • What is meant by Purchase Orders ?

    A purchase order is a commercial document and first official offer issued by a buyer to a seller , indicating types , quantities , and agreed prices for products or services. A buyer-generated document that authorizes a purchase transaction. When accepted by the seller , it becomes a contract binding on that item.
  • Suppliers Product Lists
  • What is meant by Suppliers Product Lists ?

    Suppliers Product Lists is provided to potential suppliers as a representative sample of the different types of goods and services Caesars purchases. All the products are listed here with details like item name , item quantity , item cost price etc.
  • From where I can add pi items ?

    New pi items is added through supplier product module with all the details necessary to maintain info like Item Name , Item Selling Price , Modal no , Item Barcode , Country , Item Image .

    watch the video

  • Can I view all pi items created with details at a time ?

    Yes..this facilility is provided under suppliers product. All created pi items are view with details like Item Name , Item Selling Price ,Item Image.

    watch the video

  • Can I edit or update and delete particular pi items details?

    Yes..details of a particular pi items can be update. If an pi items details is not required longer ..it can be delete.

    watch the video

  • Suppliers Listing
  • What is meant by Suppliers Listing ?

    A party that supplies goods or services. A supplier , also called vendor. The supplier was contacted as we wanted to make a change to our order and fortunately they were kind and willing to help.
  • From where I can add a supplier ?

    New Supplier is added with all the details necessary to maintain info like Name , E-Mail , Phone No , Address , Debit Account (imp) , Credit Account (imp).

    watch the video

  • Can I view all created suppliers with details at a time ?

    Yes..this facilility is provided under suppliers product. All Created Projects are viewed with details like Name , E-Mail , Phone No , Address , Debit Account , Credit Account.

    watch the video it will help you to get overview.

  • Can I edit or update and delete particular suppliers details?

    Yes..details of a particular supplier can be update. If an supplier details is not required longer ..it can be delete or remove.

    watch the video it will help you to get overview.

  • Reports
  • How can we generate reports regarding inventory modules ?

    The purchase order Reports provide information on purchase order transactions. It lists all , specific standard , or planned purchase orders. Purchasing displays the quantity you ordered and received. It provides a summary of the purchase order , and the status of each line item , including invoice activity. Reports can generated according to year.

    watch the video it will help you to get overview.

  • Purchase Quotations
  • What is meant by Purchase Quotations ?

    Business flow : Quotation >> Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
    Quotation in purchasing is called request for quotation purchase order.It specify the vendor code of the vendor from whom you are requesting a quotation , the expiry date of the purchase quotation , and the date by which you require the goods or services.
  • How can I add purchase quotations ?

    New Purchase Quotations is added with all the details Supplier Name , Item , Quantity , Tax , Notes.Cost and Amount will calculate automatically.

    watch the video

  • Can I view all purchase quotations with details ?

    Yes , sure...All created purchase quotations are view with details like Quotation No., Supplier , Subtotals , Tax , Grand total , Created date.
    Purchase Quotations can be convert to order but it require Tax , Delivery date , shipping Rule details to be filled.

    watch the video

  • Can I view particular purchase quotations details at a time ?

    Yes , sure..details of a particular purchase quotation can be view with details To and From Address , Product name , quantity , price , total.
    If an purchase quotation details is not required longer ..it can be delete or remove. Print preview of purchase quotation can be seen by print preview function.

    watch the video

  • Purchase orders
  • What is meant by Purchase orders ?

    Business flow : Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
    In Purchase Orders, once the product is set up , you can create a sale order with the related product. Once the quotation is confirmed and transformed into a sale order , the task will be created. Finally last step is to convert sale order to invoice.Print preview of sale orders can be seen by print preview function.
  • How can I add purchase orders ?

    New Purchase Orders is added with all the details necessary to maintain info like Supplier Name , Delivery Date , Shipping Rule Item , Quantity , Tax , Terms and Conditions details through purchase order module. Cost and Amount will calculate automatically.

    watch the video

  • Can I view all purchase orders with details ?

    Yes , sure...All created purchase orders are view with details like Oreder No. , Supplier , Subtotals , Tax , shipping , Grand total , Created date.
    Purchase orders is then finally convert to invoices but it require first select invoice date to be filled. And if order is conformed..it display shipped as a status for that order.

    watch the video

  • Can I view particular purchase order details at a time ?

    Yes , sure..Details of a particular purchase order can be view with details To and From Address , Order no. , Product name , quantity , price , total.
    If an purchase order details is not required longer ..it can be delete or remove. Print preview of purchase order can be seen by print preview function.

    watch the video

  • Purchase Invoices
  • What is meant by Purchase Invoices ?

    Business flow : Billing >> Excise Invoice >> Account receivable.
    In Purchase Invoices , is an itemized statement of the goods or services provided by a vendor or supplier. It indicates the quantity and price of each product or service provided or to be provided. It also includes Invoice's Total Amount , Amount Paid , Amount Due . Purchase orders can be added from here.
  • Can I view all purchase invoices with details ?

    Yes , sure...All ordered Project Invoices are view with details like Invoice id. , Customer , Subtotals , Tax , shipping , total amount , Amount Paid , Amount Due Created date , Generated from
    A payment can be done throgh an action of Make payment (if payment is done , the status will be paid otherwise it will show unpaid.) Print preview of invoice can be seen by print preview function. If an project invoice details is not required longer , it can be delete or remove.

    watch the video

  • Can I view particular purchase invoices details at a time ?

    Yes , sure..details of a particular Project Invoice can be view with details To and From Address , Invoice id. , Product name , quantity, price , total.

    watch the video

  • Sales Order
  • What is meant by Sales Order ?

    Sales Order is a confirmation document sent to the customers before delivering the goods or services. A seller-generated document that authorizes sale of the specified item(s) , issued after receipt of a customer's purchase order.
  • Product Lists
  • What is meant by Product Lists ?

    Product Lists is provided as complete list of inventory items , representative sample of the different types of goods and services. All the Inventory Items are listed here with details like Item name , Item Quantity , Item Cost price etc.
  • Can I view all inventory items created with details at a time ?

    Yes..this facilility is provided under Product module. All Created Inventory Items are view with details like Item Name , Item Selling Price , Item Quantity , Item Cost Price , Item Image.

    watch the video

  • Can I edit or update and delete particular inventory items details?

    Yes..Details of a particular inventory items can be update.If an inventory items details is not required longer ..it can delete.

    watch the video it will help you to get overview.

  • Warehouse/Stock Area
  • What is meant by Warehouse/Stock Area ?

    Warehouse/Stock Area is a planned space for the storage and handling of goods. It is to tracks the inwards and outwards Inventory items through a series of stock control reports.
  • From where I can add warehouse / stock area ?

    New Stock Area is added with all the details necessary to maintain info like Warehouse Name , Phone No , Address , City , State , Zip.

    watch the video

  • Can I view all created warehouse / stock area with details at a time ?

    Yes..this facilility is provided under warehouse/stock area module. All Created Warehouse Lists are view with details like Warehouse Name , Phone No , Address , City , State , Zip.

    watch the video

  • Can I edit or update and delete particular Warehouse details?

    Yes..details of a particular warehouse can be update.If an warehouse details is not required longer ..it can be delete or remove.

    watch the video

  • Sales Quotations
  • What is meant by Purchase Quotations ?

    The business flow: Quotation >> Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
    Sales Quotations allows a prospective buyer to see what costs would be involved for the work they would like to have done.They are legally binding agreement between customer and vendor.
  • How can I add sales quotation ?

    New sales quotation is added with all the details Customer Name , Item , Quantity , Tax , Notes.Cost and Amount will calculate automatically.

    watch the video

  • Can I view all sales quotations with details ?

    Yes , sure...All created sales quotations are view with details like Quotation No., Customerb , Subtotals , Tax , Grand total , Created date.. Sales Quotations can be convert to order but it require Tax , Delivery date , shipping Rule details to be filled.

    watch the video

  • Can I view particular sales quotation details at a time ?

    Yes , sure..details of a particular sales quotation can be view with details To and From Address , Product name , quantity , price , total. If an sales quotation details is not required longer ..it can be delete or remove. Print preview of sales quotation can be seen by print preview function.

    watch the video

  • Sale Orders
  • What is meant by Sale Orders ?

    The business flow: Sales order >> Delivery of goods >> Billing >> Excise Invoice >> Account receivable.
    In Sale Orders , Once the product is set up , you can create a sale order with the related product. Once the quotation is confirmed and transformed into a sale order , the task will be created.. Finally last step is to convert sale order to invoice.Print preview of sale orders can be seen by print preview function.
  • How can I add sale order ?

    New sale order is added with all the details necessary to maintain info like Customer Name , Delivery Date , Shipping Rule Item , Quantity , Tax , Terms and Conditions details . Cost and amount will calculate automatically.

    watch the video

  • Can I view all sale orders with details ?

    Yes , sure...All created sale orders are view with details like Order No. , Customer , Subtotals , Tax , shipping , Grand total , Created date.. Sale orders is then finally convert to invoices but it require first select invoice date to be filled. And if order is conformed..it display shipped as a status for that order.

    watch the video

  • Can I view particular sale order details at a time ?

    Yes , sure..details of a particular sale order can be view with details To and From Address ,Order no. , Product name , quantity , price , total. If an sale order details is not required , it can be delete or remove. Print preview of Sale Order can be seen by print preview function.

    watch the video

  • Sale Invoices
  • What is meant by Sale Invoices ?

    The business flow: Billing >> Excise Invoice >> Account receivable.
    In Sale Invoices , is an itemized statement of the goods or services provided by a vendor or supplier. It indicates the quantity and price of each product or service provided or to be provided. It also includes Invoice's Total Amount , Amount Paid , Amount Due. Purchase orders can be added from here.
  • Can I view all sale invoices with details ?

    Yes , sure...All ordered sale invoices are view with details like Invoice id. , Customer , Subtotals , Tax , shipping , total amount , Amount Paid , Amount Due Created date , Generated from.
    A payment can be done throgh an action of Make payment(if payment is done.the status will be paid otherwise it will show Unpaid.) Print preview of invoice can be seen by print preview function.

    watch the video

  • Can I view particular sale invoices details at a time ?

    Yes , sure..details of a particular sale invoice can be view with details To and From Address , Invoice id. , Product name , quantity , price , total. If an project invoice details is not required longer..it can be delete or remove.

    watch the video

  • Tax Configuration
  • What is meant by Tax Configuration ?

    GST or the Goods and Services Tax is an indirect tax that brings together most of the taxes that are imposed on all goods and services of a company.Gst taxes can be added with details like tax name , tax percentage.
  • How can I add add tax ?

    New Tax is added through add tax form with all the details necessary to maintain info like tax name , tax percentage.

    watch the video

  • Can I view all taxes with details ?

    Yes , sure...All created taxes of a company are view with details like tax name , tax percentage.

    watch the video

  • Can I edit and delete particular tax at a time ?

    Yes , sure..Details of a particular tax can be update.If an tax details is not required longer ..it can delete.

    watch the video

  • Shipping Configuration
  • What is meant by Shipping Configuration ?

    Shipping rules or charges can be add with its shipping rule name, tax percentage.
  • How can I add shipping ?

    New Shipping Rule is added through add shipping form with all the details necessary to maintain info like shipping rule name , tax percentage.

    watch the video

  • Can I view all shippings with details ?

    Yes , sure...All created shipping rules are view with details like shipping rule name , tax percentage.

    watch the video

  • Can I edit and delete particular shipping rule at a time ?

    Yes , sure..Details of a particular shipping rule can be update.If an shipping rule details is not required longer ..it can be delete.

    watch the video

  • Questions related to Financial Management:

  • What are the module that Financial Management dashboard includes in it ?

    Financial Management means planning , organizing , directing and controlling the financial activities of the enterprise. It handle all the details like General Journal , Trial Balance , General Ledgers , Accounts. Its main responsibility is to complete the finance function successfully.

    • General Journal

      The general journal is part of the accounting record keeping system. When an event occurs that must be recorded , it is called a transaction , and may be recorded in a specialty journal or in the general journal. In this , we have enter the account to be debited and the account to be credited and the amounts , journal no , journal date , description is also included. Once a transaction is recorded in the general , it can change to Ledgers.

    • General Ledgers

      A general ledger contains all the accounts for recording transactions relating to a company's assets , liabilities , owners' equity , revenue , and expenses , Credit Cash , CPF with details like Transaction date , Description , Debits , Credits , Balance.

    • Trial Balance

      A trial balance is a list of all the general ledger accounts contained in the ledger of a business. This list will contain the name of each nominal ledger account and the value of that nominal ledger balance(debit and credit account). Data of trial balance report can be retrieve according to the select date range. Trial balance report generated can be download with click download function. centage.

    • Accounts Details

      An account refers to assets , liabilities , income , expenses , and equity , as represented by individual ledger pages , to which changes in value are chronologically recorded with debit and credit entries.

  • General Journal
  • What is meant by General Journal ?

    The general journal is part of the accounting record keeping system. When an event occurs that must be recorded , it is called a transaction , and may be recorded in a specialty journal or in the general journal. In this , we have enter the account to be debited and the account to be credited and the amounts , journal no , journal date , description is also included. Once a transaction is recorded in the general , it can change to Ledgers.
  • How can I add general journal ?

    New General Journal is added through general journal button with all the details necessary to maintain info like Journal No, Journal Date ,Description, Type, Account.

    watch the video

  • Can I view all general journal with details ?

    Yes , sure...All Created General Journals are view with details like Journal No , Journal Date , Description , Type , Account , Debit amount , Credit amount , Generated date , Generated From either by payslip or cpf or sales invoice etc.

    watch the video

  • General Ledgers
  • What is meant by General Ledgers ?

    A general ledger contains all the accounts for recording transactions relating to a company's assets , liabilities , owners' equity , revenue , and expenses , Credit Cash , CPF with details like Transaction date , Description , Debits , Credits , Balance.
  • Can I view all General Ledgers with details ?

    Yes , sure...All Created General ledgers are view with details like Transaction , Description , Debit amount, Credit amount, balance..

    watch the video

  • Trial Balance
  • What is meant by Trial Balance ?

    A trial balance is a list of all the general ledger accounts contained in the ledger of a business. This list will contain the name of each nominal ledger account and the value of that nominal ledger balance(debit and credit account). Data of trial balance report can be retrieve according to the select date range. Trial balance report generated can be download with click download function.
  • How Can I generate Trial Balance report with details ?

    Trial Balance Report are generated with details like Account name and value of that nominal ledger balance(debit and credit account).

    watch the video

  • Accounts Details
  • What is meant by Accounts Details ?

    An account refers to assets , liabilities , income , expenses , and equity , as represented by individual ledger pages , to which changes in value are chronologically recorded with debit and credit entries.
  • How can I add account ?

    New Account is added with all the details necessary to maintain info like Account Name , Account Description , Type , Master Type , Group/Nature , Opening Balance , Exchange rate , Opening Balance Type , Map Tax.

    watch the video

  • Can I view all accounts with details ?

    Yes , sure...All Created Accounts are view with details like account
    name , type , master type , group / nature can be view under account details module.

    watch the video

  • Can I edit and delete particular account at a time ?

    Yes , sure..Details of a particular account can be update.If an account details is not required longer ..it can be delete.

    watch the video

  • Questions related to Activity Log :

  • What is meant by activity log and how to add it ?

    Yes , sure..Details of a particular account can be update.If an account details is not required longer ..it can be delete.

    watch the video

  • Questions related to Employee Profile

    Profile module
  • From where can I edit or update my profile details ?

    Employees can be maintain all the necessary information Related to his/her Profile like Personal info , Contact info , Job information, Salary information , Bank information , Document details if have , all the leaves info which are requested and Login detail through Profile module.
    An Employee can change his password through Login Tab , once password has been changed , Employee cannot use the previous password as password.
    Some information like Job information, Salary information , all the leaves info which are requested are only readable informations , cannot update through tab.

    watch the video

  • From where I can change my password ?

    An Employee can change his password through Login Tab , once password has been changed , Employee cannot use the previous password as password.
  • Payroll module
  • Can I view my all allowance payslips , deduction payslips and approved payslips ?

    Yeah ! sure..In Payroll , An employee can see his generated pay-slips for a specific period with the financial aspects of employee's salary , allowances , deductions , gross pay , net pay , pay slip printing.. He/She can also view all Allowances Payslip and Deductions Payslip separately with status Approved or Disapproved.
    Some actions can also be performed like..can take out print and can view its payslip details as a preview.

    watch the video this will make you understand...

  • Is there any facility for viewing details for a particular approved payslip ?

    Yes..this facilility is provided under payroll module. You can view particular payslip with details like Employee Name , Employee Group , Pay Mode etc.

    watch the video it will help you to get overview.

  • Can I take print out of particular approved payslip ?

    Yes..Erp system enables employee to view and download payslips as a pdf and can take out print out also.

    watch the video it will help you to get overview.

  • Claim module
  • What is meant by claim module ?

    Claim Enables an employee to make claim request and track their approval status. It includes total no of Claims , Approved claims , Pending claims , Rejected claims. Employee can view , add , edit its claim which can either Transport , Travelling , Entertainment.
  • What are the different types of Claims that can be added and from where ?

    Claims that can be added are
    • Transport Claim
    • Travelling Claim
    • Entertainment Claim
    Claim request are added with details Employee name , Amount , Date of Payment , Destination , Mode of Transport , purpose , Duration , Mode of Transport.

    watch the video to know how to add claim.

  • Can I view all the requested claims at a time with details?

    Yes..of course this facility is provided under claim module where an employee can view all requested claims with details like claimed amount, reasons for trips , Employee name , Date of Payment , Claim type , Department , Attachment file. Claims pending , approved , rejected Status can be view at a time.
    It also includes total no of Claims , Approved claims , Pending claims , Rejected claims
    .

    watch the video

  • Can I edit or update and delete particular claim details?

    Yeah! Yes , Details of a particular Claim can be update and delete if and only if it is in Pending status. Once it is approved or rejected by Supervisor , it cannot be update or delete.

    watch the video

  • Leave module
  • What is meant by leave module ?

    In Leave Module , an employee can mark his or her leave specified with type of leave , reason for leave etc. All leaves marked by Employees can be viewed with status marked as APPROVED with details like Employee Name , Leave type , Duration from , To , Application Date , Total days. All Allowed Leaves to that Employee can also view.It is up to the employer to grant or deny leave based on organization policies.
  • From where I can apply for leave ?

    From leave module , an employee can apply it leaves through Apply leaves form with details like Employee Name , Date Range , Types of Leaves , Range of Leaves , Remark.
    *Note : At the time of apply leave , in date range field, start date must be less than end date and start date must be greater than current date.
    Date apply for leave must not date or between the date which is already requested for other leave.


    watch the video to know how to apply leave.

  • Can I delete my requested Leave?

    Answer is both yes as well no...
    • It is Yes, If requested leave is not approval by Supervisor , means it is pending to be approve ..You can delete your requested leave.
    • No, If requested leave is already Approved or Disapproved by Supervisor... You cannot delete requested leave.

    watch the video

  • Can I apply leave for the date or between the date which is already requested for other leave?

    No.. employee can not apply leave for the date or between the date which is already approved for another leave.

    watch the video

  • From where can I view all my requested leaves ?

    All applied leaves of employee can be viewed in leave module with details Types of Leaves ,Duration from , To , Application date , Total , Status.

    watch the video

  • Can I view all current leave status ?

    Yes.. employee can view status of the leaves assigned to it or its groups. Assigned Leaves are viewed with details like Employee Name , Annual Leaves , Compassionate Leaves , Marriage Leaves , Maternity Leaves , Paternity Leaves , Sick Leaves.

    watch the video

  • Project module
  • What is meant by project module ?

    In Project Module , an employee can Add, View ,Edit his or her Projects specified with Project Name, Project Client, Project Code, Project Location, Price, Project Description , Due Date, Project Category, Attachments.
    It includes developing a project plan, which includes defining and confirming the project goals and objectives, identifying tasks and how goals will be achieved, quantifying the resources needed, and determining budgets and timelines for completion. All created project can be viewed in calendar.
  • From where I can add projects ?

    New Project is added through Project module with all the details necessary to maintain info like Project Name, Project Client , Project Code , Project Location , Price , Project Description , Due Date , Project Category , Attachments , Project Owner .

    watch the video to know how to add projects.

  • Can I view all created projects with details ?

    Yes , All Created Projects are view with details like Project Name , Project Client , Start date of Project , End date of Project Price , Project Status , Due Date , Project Owner.
    • Start date and End date depends on the status of the project.
    • Status can be either Running , Completed , Approved , Canceled.

    watch the video

  • Can I edit or update and delete particular project ?

    Yeah! Yes , Details of a particular Project can be manage and update. If an Project details is not required longer ..it can be delete or remove.

    watch the video

  • From where we can view all timelines for a project ?

    Timelines can be view under project module from view timelines button. Here employee can also add comments.

    watch the video

  • Contacts module
  • What is meant by contacts module ?

    Contacts has developed a way to make sure your contacts are created and classified correctly under associated company. It provides a simple form where an Employee can enter contacts information and distinguish them as an individual or a person associated to a company.
  • From where I can add contacts ?

    New Contact is added from contacts module with all the details like Contact type , Contact Name, Company Name , Title/Designation , Email Address , Phone , Address , Creation Date , lead status , Lead Source , Debit Account , Credit Account.

    watch the video

  • Can I view all created contacts with details ?

    Yes , All Created contacts are view with details like Contact type , Contact Name , Company Name , Email Address , Phone , Creation Date , lead status , Debit Account , Credit Account.

    watch the video

  • Can I edit or update and delete particular contact ?

    Yeah! Yes , Details of a particular Contact can be manage and update.It maintain consistency in system. If an Contact details is not required longer ..it can be delete.

    watch the video

  • Timsheet module
  • What is timesheet in Erp system ?

    In Timeline, an employee can Mark his Attendance and can edit until it is approved by the Supervisor.
  • Can I add timesheets ?

    Yes ,of course Timeline is added with all the details like Attendance date , In Time ,Out Time , Remark from timesheet module.
    *Note : Out Time should be greater then In time.


    watch the video

  • Can I view and edit all timesheets with details ?

    Yes , All Created Timelines are view with details like Attendance date , In Time , Out Time , Status Remark , Total Hours .Particular timeline can be edit or update. Status can be approved or disapproved if seen by the admin.

    watch the video