Ji to ab hum aa jatay hain FinexCloud ke modules ki taraf.
Sab se pehle baat karte hain Configuration Module ki, jo ke system ka base setup hota hai.
Configuration ke andar aapko Tax setup milta hai. Yahan par aap apne different taxes define kar saktay hain – jaise ke VAT, GST, Withholding Tax waghera. Jitne bhi types ke taxes aapko chahiyein, wo sab aap yahan create kar saktay hain aur unki value bhi set kar saktay hain.
Phir Tax setup mein hi aap Tax groups bana saktay hain. Ye groups ek ya multiple taxes ko combine kar ke banaye jatay hain, jo aap kisi invoice ya product par apply kar saktay hain. Aapki marzi hai aap sirf ek tax lagayein ya multiple.
Yahan par aap tax ka formula bhi define kar saktay hain – jaise Subtotal, Discount calculate before discount waghera. Aap yeh bhi set kar saktay hain ke tax invoice par apply hoga ya product par.
Next step mein humare paas Security ka feature hota hai.
Ismein aap users create kar saktay hain, unke login ID aur password bana saktay hain, aur unhein group kar saktay hain – jaise HR, Accounts, ya Admin.
Aap login ID aur kuch basic settings bhi set kar saktay hain, jaise hard cost price display karni hai ya nahi, finance mein stock transfer ke waqt cost price show karni hai ya nahi – yeh sab settings aap yahan se kar saktay hain.
Phir configuration mein wapas jaa kar aap Privileges mein jaa kar users ko form-based rights assign kar saktay hain, jaise View Page, Add New, Update, aur Delete.
Jis bhi user ko jo rights dene hain, aap yahan se de saktay hain.
Activity Tracing mein aap user ki activity track kar saktay hain – kis ne kya kaam kiya, kis page par kiya, kis time kiya – yeh sab cheezein aapko yahan nazar aayengi.
Next hum aajate hain Company Profile par.
Yahan aap apni company ki tamam details handle kar saktay hain – jaise company ka naam, address, hatta ke bank details bhi aap yahan add kar saktay hain.
Aap apna VAT number bhi yahan set kar saktay hain.
Iske ilawa aap Transaction Approval ka option bhi on kar saktay hain, jo ke aapke different forms par approval process ko zaroori bana deta hai.
Management section mein aapke paas Currency ka option hota hai – yahan aap multiple currencies define kar saktay hain.
Uske baad Naming Convention ka option milta hai.
Ismein aap system ke words ko change kar saktay hain – agar koi word mushkil lagta hai to aap use simple kar saktay hain.
Jaise “Intend” ko aap “Customer Name” ya “Customer Code” mein badal saktay hain. Bas edit ka button press kar ke update karna hota hai.
Pending Approvals mein aapko jitne bhi documents approval ke liye pending honge, wo sab yahan show honge. Aap in documents ko approve ya reject kar saktay hain.
Options ke andar ek aur option hota hai jahan aap amount ka layout set kar saktay hain, billing styles set kar saktay hain – jaise ke 2 different styles hote hain.
Fractions Setup ke liye aap yahan amount ke decimals set kar saktay hain – jaise agar aapko amount ke baad 1 zero chahiye to aap wahan ‘1’ set kar saktay hain.
Next humare paas Fiscal Span hota hai – jo ke aapka Financial Year hota hai.
Aap yahan apna naya financial year set kar saktay hain – chahe January to December ho ya July to June.
“New Fiscal Span” par click kar ke aap apna supervisor password enter karenge, phir date select karenge jisme aap naya year banana chahte hain.
Aur agar aap purana data naye saal mein lana chahte hain to option on rakhein, warna unchecked kar dein to purani entries purane fiscal span mein hi rahengi.