Roles
In Roles, you can add/update and delete the role of users. You can also activate/deactivate the employee status of the role. Adding a new Role To add a new Role, go to Configurations > Security > Roles, the roles page is displayed. Click on the Add New button on the top of the Roles page,…
March 7th, 2021
User
In Users, you can add/update and delete a new user of SMACC. You can set a notification and the graph rights of the users. You can also update the role of the user, link/unlink salesman, activate/ deactivate login ID, name of the user, email address, and contact information. You can change…
March 7th, 2021
States/Provinces
In States/Provinces, you can set states or provinces against your desired country of the company. Setting States/ Provinces To set the states or provinces, go to Configurations > General > States/Provinces, the States/Provinces page is displayed. Click on the Add New button. Please enter the State / Province Code…
December 30th, 2020
Fiscal Period Setup & Updates
In Fiscal Period Setup and Updates, you can set an opening balance with the previous closing and finalized balance. You can remove and close the fiscal period. You can enable it to carry forward master entries from the previous period in financial accounting, fixed assets, inventory, and HR modules. You…
December 30th, 2020
Currency Rates
In Currency rates, you can add a new currency rate against your desired currency. You can also delete the currency rate from the list. Adding Currency Rate To add Currency Rate go to Configurations > General > Currency Rate, the currency rate page is displayed. Please select the currency in the…
December 30th, 2020
Currencies
In Currencies, you can add a new currency. You can update the currency fraction name and also can update/delete currency from the list. Adding New Currency Information To add a new currency, go to Configurations > General > Currencies, the Currencies page is displayed to view the details. Click on…
December 30th, 2020
Countries
In the countries, you can add a new country. You can update the country’s name, code, and update/delete a country from the list. Adding new Country Information To add a new country, go to Configurations > General > Countries, the Countries page is displayed. Click the Add new button, a pop-up is…
December 30th, 2020
Device Dashboard
In the Device Dashboard, you can set device settings to users against your desired module and role for the Android and iOS devices. You can also provide full access or block it. Setting Module Device Dashboard To set/update the module device dashboard against the Role and User, go to Configurations >…
December 30th, 2020
Tax Setup
Tax Setup allows you to set the control of the four types of taxes that are item tax, global tax, receipts tax, and payments tax. You can control the taxes with each tax available up to three stages. VAT Number: You can enter your company’s VAT number in this…
December 30th, 2020
SMS Setup
The SMS setup includes the checkboxes which activate the SMS and other functionalities. Updating the SMS Setup To update the SMS setup, go to Configurations > SMS Setup > SMS Setup, the SMS Setup page is displayed. Click on the Update button. Loyalty: This checkbox when checked allows the…
December 30th, 2020
