Purchase Invoice Search Purchase Invoice a) Go to Finance->Invoice List->Purchase b) The following screen would be displayed. c) User can search on various search criteria like Invoice status, Placement id, Candidate name Invoice ID d) Based on the search criteria, […]
Invoice View & Consolidation Sales Invoice 1.1.1.1 Search Sales Invoice a) Go to Finance->Invoice List->Sales b) The following screen would be displayed. c) User can search on various search criteria like Invoice status, Invoice ID Client Name Placement id, Pay […]
Journal Batch & Invoice Generation a) Finance->Pay->Journal Batch b) Pay Journal screen will be displayed View Timesheets in Batch a) Finance->Pay->Journal Batch->The first batch comes loaded for the user b) In the ribbon bar-> select the journal batch ->the grid […]
Create Journal Batch a) Go to Admin->Codes b) Select ‘Pay Journal’ from the drop down c) User should have permission to create Pay Journal, only then ‘Pay Journal’ will be listed in the drop down d) The following screen would […]
How to Add Pay Numbers: a) Go to Finance->Pay Numbers->The following screen would be displayed by the system. b) The grid below displays the list of all Pay Numbers. Pay Number list Following columns would be displayed in the […]
Changes on Existing Screens ‘Core Roles’ added on Contact edit This would be based on the setting at the database level. If the setting is yes, this functionality will be available else this will be not be visible. ‘Core […]
Changes on Existing Screens Placement Edit Record Source fields added for Placement, Client, contact and billing contact. User can select from the drop down values ‘Database’, Direct’,’ Job Serve’,’ Linked In’, ’Seek’ etc. Record Source can be set as mandatory/ […]
FAQ – Advertise Job 1. How can I Advertise a Job Go to Job->Search -> enter the required details->Click on Search The Edit Job screen will come up In the ribbon bar, go to Advertise section and select ‘Advertise […]
1. How Can I Merge Lists Merge ‘list A’ to Existing ‘list B’ Go to respective module say Client. Select Client->List ->Manage Select the list you would like to Merge say ‘list A’ In the ribbon->Select the List you would […]
How to Withdraw Sales Form Go to Placement Search. Enter the Placement ID or other search criteria for the required Sales Form. Click on Search. The placement will be listed in the list Click on the Placement ID in ‘ID’ […]