Frequently Asked Questions

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