Getting Started Subscribe Daai Business Suite How to Subscribe to DaaI Business Suite How to Contact Support First Time Configuration First-Time Configuration Flow Reset Password - Admin Panel Reset Password – DaaI Business Suite System-Wide Common Functionality Main Menu (Navigation) User Login Common Views Filters, Sorting & Column Controls Media Tab Change Log Tab Global Search Box Actions Menu (in List View) Common Buttons View Details Settings Settings (System) Primary Settings Salary Settings Leaves Settings Examples- Leave Balance Currency Settings Dropdown Options Holiday Calendar Add, Edit, Delete Holiday Holiday Calendar FAQ Daai Admin Panel Login to Daai Admin Panel Dashboard Subscription Billing Users Company Profile View Details User Roles Management System Default Roles Create/Edit/Delete Role List of Roles & Permissions User Management Creating External User? Create/Edit/Delete User Salary Data Add/Udpate Employee Exit Process View Details Dashboard Overview Leave Settings Common Queries Sections Visibility Dashboard Sections Financial Amounts (Current Year) Holiday's - Calendar Announcements & Company Updates Upcoming Follow-Ups User's Leaves (Current Month) Leads by Source & Sales Funnel View Details CRM Leads Create a Lead Edit or Delete Lead Convert Lead → Prospect Prospects Create, Edit, Delete Prospect Prospect KANBAN Board Followup & Activity Timeline Convert Prospect → Opportunity Prospect Status Opportunities Create, Edit, Delete Opportunities Opportunity KanBan Board Followp History in Opportunity Opportunity Stages Followups How to Use Grid View for Follow-Up How to Use Kanban View for Follow-Up View Details Billing Client Edit / Delete Client Client Statement Tab Projects Create Project View, Edit, Delete Project Project Statement Tab Catalogue Manage Quantity in Catalogue Proforma Invoice Can a Proforma Invoice be used as a Quotation? Convert Proforma Invoice to Invoice. Invoice Edit / Cancel Invoice Payments System Changes After Adding a Payment Credit Note Create / Edit Credit Note Cancel Credit Note Refunding Clients via Credit Note Adjust Credit against Client Invoice View Details HRM Hiring Module (Recruitment) Track Interview Progress & Status. Employee Add/Edit Employee Add/Edit Salary Data Enable TDS for Employees Employee Exit Process (Resignation) Time Sheet How Manual Entry Works? How to use Timesheet Software? Leaves How to apply leave? Leaves Approval & Permissions Leaves Calculation Allowance Salary How to Generate Salary How salary amount is calculated. How TDS is calculated? Assets Announcement Add, Edit, Delete Announcement View Details Finance Expenses Create, Edit & Delete Expense Manage Expense GST & TDS Tracking, Categorizing & Exporting Expenses Petty Cash Petty Cash Basics Add/Edit/Manage Petty Cash Credits Auto-Linking with Expense & Reimbursement Patty Cash Review, Track & Best Practices Reimbursement Reimbursement Flow & Basics Managing & Paying Reimbursements TDS Challans TDS Challan Management & Tracking Vendors / Supplier View Details Reports & Statement Reproting Overview How to Use the Reporting Module? How to generate Statements? View Details
