Dashboard Dashboard Overview About Dashboard What do the financial amounts for represent, and how are the... How can I drill down into specific financial data to underst... What is the purpose of the "Upcoming Follow-Ups" section? How is user leave data organized, and what does the status c... How are leads categorized in the "Leads by Source" chart? How can we track the conversion rate for each lead source? What does the sales funnel represent? Can we customize the stages in the sales funnel? Can I export the data from the dashboard? View Details CRM CRM Overview How to Create Leads ? How does the Lead Module in the DAAI Business Suite CRM conv... How to Create Prospects ? How does the system handle the transition from a prospect to... How to Create Opportunity ? What happens when an opportunity reaches the "WON" stage in ... Follow-Up Module: Overview and Features What advanced view modes are available in the Prospect, Oppo... How does the Kanban View enhance record management in the DA... How does the system track changes and updates for leads, pro... How does the Follow-up Module support effective follow-up ma... How does the DAAI Business Suite CRM ensure seamless data co... Does it prioritize high-value leads automatically? Is it mobile-friendly for remote access? What’s the biggest advantage of this CRM over others? Can the system trigger automated workflows based on specific... How does the system handle follow-ups for opportunities that... How does the CRM adapt to changes in business processes or s... View Details Billing Billing Overview How to Create Clients? How to Create Projects? How to Create Packages ? How to Create Billable AddOns? How to Create Proforma Invoice? How to Create Invoice? How to Create Receipts? How to Create Credit Note? View Details HRM HRM Module Overview How to Create Hiring ? How does the module ensure that the candidate's primary and ... How can the interview date and ratings for communication, at... How is the "Decision" field used to categorize candidates (e... How does the module handle the transition of candidates from... How does the module ensure the accuracy of entered fields li... How Employee Module Works ? How is sensitive data, such as bank details and personal inf... Does the module support integration with other HR or payroll... Is it possible to assign specific allowances to individual e... How to Create Leaves ? Can employees track their leave balances and apply for leave... How can I generate employee reports on leave trends and patt... Does the system allow for automatic leave approvals or escal... How to Create Allowance ? How to Generate Salary ? Can I automate salary calculations based on allowances, dedu... How do I generate Salary Slips for employees within the syst... Does the module handle salary revisions and backdated paymen... How to Create Assets ? View Details Finance Finance Module Overview How to Create Expenses ? How can I track and categorized business expense effectively... How does the Expense Module in DAAI Business Suite handle TD... How does the Expense Module in DAAI Business Suite ensure ac... Is there an option to generate expense reports for audits or... How to Create Cash Expense and Balance ? Can the Cash Expense and Balance Module track and reconcile ... Does the Cash Expense and Balance Module provide real-time c... Can I generate reports on cash expenses and balances from th... What happens when I click the view icon next to a cash expen... How to Create Reimbursement ? How can I track and manage reimbursements for employees in t... How to Create Challans ? Can I track TDS payments and filing deadlines for compliance... Does the module allow for reconciliation of TDS against invo... How do I access historical TDS records for audits in the Cha... How to Create Vendors/Supplier ? View Details User Management User Management Overview How to Create Roles ? What is the purpose of the Roles Module? How can I create a new role with specific permissions? How granular are the permissions? Can a user have access to multiple roles? Can I edit an existing role? How do I assign a role to a user? How can I ensure data security while configuring roles? What should I do if a user requires temporary access to addi... Why can’t a user see a specific module on their dashboard? Can I duplicate an existing role to create a new one? How to Create User ? What is the purpose of the User Module? Can permissions be customized for each user? Why is it important to add emergency contacts? Can I edit an employee's details after creation? What does the "Permission to Allow Login" toggle do? What types of documents can be uploaded for a user? What is the "Probation Period" field used for? What happens if I delete a user? How can I ensure user data security within the module? View Details Statements Statements Overview How to generate Statements? How do I generate a report for a specific time period? What do the different report options mean? Can I use this module for year-end financial reporting? Can I customize the date range for reports? How can I ensure that the data in the reports is accurate? Who can access the Reports Module? Why am I unable to generate a report? View Details Settings Settings How does primary settings works ? What information can I manage in the Primary Settings module... How can I update my company details in the DAAI Business Sui... What are the salary components in this module? Can I calculate salaries based on working days? How do I configure leave policies for employees? How can I set up foreign currency payments? What is the purpose of the 'Conveyance Allowance' field? How does General Setting works? What is the purpose of the General Settings module? How do I add or modify dropdown values in a category? Which categories can I configure in the General Settings mod... Can I customize expense types in the system? Can I configure the currency for transactions? Are these settings applied globally across the platform? View Details
