{"id":7052,"date":"2021-07-19T07:17:40","date_gmt":"2021-07-19T07:17:40","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/docly-documentation\/elements\/reports\/"},"modified":"2023-08-04T17:11:04","modified_gmt":"2023-08-04T11:41:04","slug":"reports","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/docly-documentation\/elements\/reports\/","title":{"rendered":"Frequently Asked Questions"},"content":{"rendered":"\n

Frequently Asked Questions<\/h2>\n\n\n\n

Question No.1:
How to get the product description printed in Invoice?<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.2:
How to reset the user\u2019s password<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.3<\/h2>\n\n\n\n

How to get quantity option in quotation?<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.4:
How to edit Invoice\/Bill\/Quote\/Sales order No.?<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.5:
How to check net speed if Software is slow?<\/h2>\n\n\n\n
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SOLUTION
STEP 1 : Check your Computer Internet speed at www.speedtest.net
STEP 2 : Click Begin Test your Download speed should be minimum 2Mbps.<\/p>\n\n\n\n

Question No.6:
What to do if the invoice is unable to delete?<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.7:
How to add Additional or Subtract Charges<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.8:
How to add logos in Invoice\/PO\/Quote?<\/h2>\n\n\n\n
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SOLUTION
STEP 1 : Click Invoice under Income tab
STEP 2 : Click print DC under action button.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.9:
How to give access to the user if they want tosee other User\u2019s Records?<\/h2>\n\n\n\n
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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<\/p>\n\n\n\n

Question No.10:
How to add Company Service Tax \/ TIN \/ CST No.?<\/h2>\n\n\n\n
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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.<\/p>\n\n\n\n

Question No.11:
How to change the invoice Starting number ?<\/h2>\n\n\n\n
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<\/p>\n\n\n\n

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SOLUTION
STEP 1 : Click Reports.
STEP 2 : Click Bank Reconciliation Report under Accounting Reports.<\/p>\n\n\n\n

Question No.12:
How to see the bank reconciliation report?<\/h2>\n\n\n\n
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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<\/p>\n","protected":false},"excerpt":{"rendered":"

Frequently Asked Questions Question No.1:How to get the product description printed in Invoice? SOLUTIONSTEP 1 : SettingsSTEP 2 : Invoice Settings under income tabSTEP 3 : EditSTEP 4 : For Invoice Settings, click the check boxSTEP 5 : Then click save.STEP 6 : Log Out.STEP 7 : Then Login the software. Question No.2:How to reset […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2744,"menu_order":109,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7052","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7052","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=7052"}],"version-history":[{"count":4,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7052\/revisions"}],"predecessor-version":[{"id":11966,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7052\/revisions\/11966"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2744"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=7052"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=7052"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}