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7.3 Payment
When you click on the Payments menu under Accounting, a table displays a list of payments with an “Add Payment” button at the top to record new payments. View Payments – Track payment history and outstanding balances. The “View Payment” section provides a detailed list of all recorded payments made by customers. a table appears…
7.2 Customers Invoice
View Invoice– See all Invoice When you click on ” Invoice” under accounting menu a list of Invoices will appear with ADD Invoice button on the top. Invoice Details Display list of Invoices includes a table that shows the full details of the Invoice, such as: Invoice Management Action Buttons you can take the following…
7.Accounting
Clicking on the Accounting section in the sidebar provides access to modules for managing 7.1 Disbursement The Disbursement page allows you to manage all disbursement-related transactions within your system. You can add new disbursements by entering details such as the disbursement name, amount, category, and the related customer or case. The page also provides a…
6.5 Workflow
The Workflow module in the IBIAB platform is designed to streamline and monitor customer processes from start to finish. When this module is toggled ON in the Modules Settings, additional workflow-related features are unlocked across the system—specifically under Tools > Workflow, Client Details, and Settings. The Workflow page offers a comprehensive table that provides a…
6.4 Tasks
Clicking on Tasks under Tools displays a list of tasks, with an “Add Task” button at the top to create new tasks. The list of Task section allows users to see and manage all tasks within the system. It provides a list of existing tasks, along with key details such as: Expanding Task Options Available…
6.3 Notes
When you click on the Notes menu under Tools, a list of notes will be displayed in a table format. At the top, you’ll find the “Add Notes” button, allowing you to quickly add new notes. The List of Notes section allows users to manage previously added notes. Available Actions: Add Notes – Add internal…
6.2. Email
When you click on the Email menu under the Tools section, a window will open showing various email-related functions. This allows you to manage email templates, letter templates, and directly send emails. Here’s a breakdown of what each section includes: Email Section Overview: List of Emails: A table showing all the emails sent, with details…
6.1 Calendar
When you click on the Calendar menu under Tools, it will display a list of events in a calendar view. with “Event Venue”, “Delivery Methods”, “Event Categories” , “Add Event” buttons on the top 1. Event Venue Form The Event Venue Form allows users to manage different locations where events can take place. This form…
6. Tools
The Tools Menu consists of different modules that are crucial for managing various aspects of your business operations. These tools help streamline communication, task management, and workflow automation. Modules in the Tools Menu: 📌 Tip: Use the Tools Menu regularly to stay organized, improve communication, and ensure smooth workflow execution in your business.
5.Roles
The Role Management section allows users to manage different roles within the system. Clicking on this section will expand a submenu displaying various role categories. Role Categories The system consists of the following roles: Each menu displays a list of users within that role, including details such as: