FAQ’s
Question No.1
How to get the product description printed in Invoice?









SOLUTION
STEP 1 : Settings
STEP 2 : Invoice Settings under income tab STEP 3 : Edit
STEP 4 : For Invoice Settings, click the check box STEP 5 : Then click save.
STEP 6 : Log Out.
STEP 7 : Then Login the software.
Question No.2
How to reset the user’s password?




SOLUTION
STEP 1 : Settings
STEP 2 : Click Users under Users & Access restriction in admin tab STEP 3 : Click Add a user button.
STEP 4 : Click the check box (Do you want to reset password) and give new Password STEP 5 : Then click save
Question No.3
How to get quantity option in quotation?



SOLUTION
STEP 1 : Settings
STEP 2 : Click Customise under income tab STEP 3 : Click Edit STEP 4 : Click corresponding product based template STEP 5 : Then click save
Question No.4:
How to edit Invoice/Bill/Quote/Sales order No.?




SOLUTION
STEP 1 : Settings
STEP 2 : Click General Settings under Admin tab STEP 3 : Click Edit
STEP 4 : Click the check box
(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable)
STEP 5 : Then click save.
Question No.5:
How to check net speed if Software is slow?


SOLUTION
STEP 1 : Check your Computer Internet speed at www.speedtest.net STEP 2 : Click Begin Test your Download speed should be minimum 2Mbps
Question No.6:
What to do if the invoice is unable to delete





SOLUTION
STEP 1 : Click Invoice under Income tab STEP 2 : Click view invoice under Action tab STEP 3 : Delete receipt under action tab.
STEP 4 : Click back STEP 5 : Click delete invoice
Question No.7: How to add Additional or Subtract Charges




SOLUTION
STEP 1 : Settings
STEP 2 : Click Invoice under Income tab STEP 3 : Click Edit
STEP 4 : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale). STEP 5 : Click save
Question No.8:
How to add logos in Invoice/PO/Quote?





SOLUTION
STEP 1 : Click Invoice under Income tab STEP 2 : Click print DC under action button.
Question No.9:
How to give access to the user if they want tosee other User’s Records?




SOLUTION
STEP 1 : Settings
STEP 2 : click user under users & access restriction in admin tab. STEP 3 : Action button and Update user.
STEP 4 : Enable the check the box (Allow him/her to access other person records)
STEP 5 : Click save.
Question No.10:
How to add Company Service Tax / TIN / CST No.?







SOLUTION
STEP 1 : Click My reach under settings tab. STEP 2 : Click Organisation name.
STEP 3 : Click financial Dates.
STEP 4 : Click Update under branch details. STEP 5 : In Tax Information you can add Service Tax / TIN / CST No. STEP 6 : Click save
Question No.11:
How to change the invoice Starting number ?







SOLUTION
STEP 1 : Click Reports. STEP 2 : Click Bank Reconciliation Report under Accounting Reports
Question No.12:
How to see the bank reconciliation report



SOLUTION
STEP 1 : Click My reach under settings tab. STEP 2 : Click Organisation name.
STEP 3 : Click financial Dates.
STEP 4 : Click Update under branch details. STEP 5 : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6 : Click save