Bank Accounts Archives - Splendid Accounts

Activity Log

Zeeshan Riaz — Tue, 23 Nov 2021 06:22:01 +0000

Activity Log

Activity log tab is displayed at the end of every field present in side menu and setup menu. By clicking on show button, user can see details of every entry and transaction done by user. These details are also displayed in audit log report. This report can be accessed from reports menu by company admin only.

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Revise/ Edit Transaction

Zeeshan Riaz — Tue, 31 Aug 2021 10:45:07 +0000

Revise/ Edit Transaction

If you have missed or want to change the transaction detailed you can easily revise the approved transaction and edit as per your requirement.

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How Document PDF’s Work

Zeeshan Riaz — Tue, 31 Aug 2021 10:37:31 +0000

How Document PDF’s Work

Overview

The information on a document, PDF is generated from what you’ve entered in your document.

The following information may show on your document PDF if you’ve updated your Vendor/Customer contact details and company details in Splendid Accounts.

Title: The default titles is Document name with your company name and Company Logo.
Contact Details: These details are based on Vendor/Customer information in Splendid Accounts. If you have entered the vendor/customer address, phone number, NTN and CNIC in information, it also is shown underneath the company information in PDF.
Logo: If you have added your company logo, it will also display in the left top corner of the PDF.
Dates,Proposed number, Reference: These field displays also displays in transaction document PSF’s.
Company address: If you have added your address, phone number, company NTN, and STN in company information under company setting will also display the right top corner of the PDF.

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User Roles Security

Zeeshan Riaz — Tue, 31 Aug 2021 10:32:04 +0000

User Security Role

For approving the transactions, make sure you have the complete rights of the desired section such as the admin role or manager role,the assistant role is not eligible to approve the transactions directly, but it have only forward the transactions to his immediate manager for approval. Roles implementation can be viewed under the user’s list at the setup menu.

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Bank Account

Zeeshan Riaz — Tue, 31 Aug 2021 10:09:25 +0000

Add Bank Account

Steps:

In the Accounts menu, select Bank accounts
Click Add Bank Account
Start making your account details
Select Account Group either group transitional or Control
Your account code will be generated automatically
Enter your account name
Select any type of Currency

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