admin
10.Human Resource
10.1 Human resource accessWhen a user clicks on the “Human Resource” tab, the system displays a structured list of staff members along with key leave-related information. Table Columns Displayed: suggestions: 10.2. Managing each record Actions Available Per Row: 10.3 Add Holiday Request Purpose:Allows HR or employees to submit a new holiday request with all required…
7.1 Disbursement
📄 Disbursement Management The Disbursement Page is a core part of the Accounting Module within your system. It allows businesses to efficiently manage all financial disbursements—whether internal costs or client-related expenses—ensuring accurate bookkeeping, accountability, and financial transparency. 📌 Purpose: This page is designed to centralize the recording, tracking, and management of all outgoing payments or…
2.5.Email Notification Settings
The Email Notification Settings page allows users to configure email notifications for different system events. Email Notification Settings Customize your email notifications by setting up sender details and message formatting. 📢 Ensure these details are correctly configured to maintain a professional communication experience! Task Notifications 📌 Billing & Payment Notifications 📌 Document & Form Notifications…
2-7.Workflow Setting
Workflow Settings in IBIAB help you define and manage the steps required to complete tasks efficiently. By structuring workflows, you ensure consistency, track progress, assign responsibilities, and streamline operations. This feature enhances productivity by standardizing processes, reducing errors, and improving accountability across your organization. By clicking on Workflow Settings in the side menu, you will…
2.8.Business Matter Settings
The Business Matter Settings module allows you to manage business-related activities, whether products or services, by categorizing them into different levels. This helps streamline your organization’s workflow and structure business operations efficiently. Navigating Business Matter Settings When you click on Business Activity Settings in the side menu, a page will open displaying a list of…
2.6.General Settings
Common Section This section includes general settings for white labeling, admin defaults, and PDF customization: Manage Labels Settings This section allows users to rename labels across the system UI to match their business terminology. The following fields can be customized: 📌 Tip: Customizing labels ensures the system aligns with your business-specific terminology for better usability….
2.4. Business Modules Settings
The Business Modules Settings page allows users to manage and enable/disable different modules for their business operations. Sections in Business Modules The page is divided into two sections: Free Modules Paid Modules Enabling or Disabling Modules 📌 Tip: Only activate the modules you need to streamline business operations efficiently.
2.2. Business Accessibility Settings
The Business Accessibility page allows users to manage permissions for different roles, determining which pages and features each role can access. Sections in Business Accessibility The page is divided into three sections: Managing Role Permissions Permission Toggle 📌 Tip: Carefully manage permissions to ensure users have access only to the necessary features. Account Manager Page…
2.3. Add Disbursement Settings
The Disbursement Settings page allows users to manage and record disbursements. Below are the available fields and their explanations: 📌 Note: Fields marked with an asterisk (*) are mandatory.
2.1. Registering a New Business
Business Settings Fields Basic Information Membership & Tax Details Banking Details License & Immigration References Home Office & Application References 📌 Note: Fields marked with an asterisk (*) are mandatory and must be filled in before saving changes.