First-Time Configuration Flow

When a new tenant subscribes to the Daai Business Suite, the system comes with default configurations. To start using the suite securely and effectively, you must change your default passwords first, then configure the core settings before adding employees, clients, or financial data.

1️⃣ 🔑 Change Your Passwords

Admin Panel Password

• Go to Customer Admin Panel Login Page (URL from Welcome Email).
• Go to Profile / Account Settings → Change Password.
• Enter Old Password → New Password → Confirm Password → Save.
• 📌 This account manages Billing, Subscription, Invoices, and Tenant Information.

Daai Business Suite Main App Password

• Go to Application Login URL (from Welcome Email).
• After login, click Profile Icon (bottom left) → Change Password.
• Enter Current Password → New Password → Confirm Password → Save.
• 📌 This account manages all business operations (HRM, Finance, CRM, Projects, etc.).

⚠️ Important: Both accounts are separate. You must change passwords for both immediately after first login.

2️⃣ 🔽 Dropdown Options

• Go to Main Menu → Settings → Dropdown Options.
• Add values for dropdowns like Department, Designation, Project Status, Client Source, etc.
• 📌 These are mandatory because the system uses them across all modules (HRM, CRM, Finance).Without dropdown values, you cannot create records in other modules.

3️⃣ 🏢 Primary Settings

• Go to Main Menu → Settings → Primary Settings.
• Enter your Company Information:
• Company Name, Logo, PAN, GSTIN, Address, Contact.
• 📌 This information appears everywhere → Invoices, Salary Slips, Credit Notes, Reports.

4️⃣ 📅 Leave Settings

• Go to Main Menu → Settings → Leave.
• Configure:
  • Leave Types (Casual, Sick, Paid, etc.).
  • Sandwich Rule (On/Off).
  • Paid Leave rules for Probation & Notice Period.
• 📌 This impacts leave balances in employee portal and salary calculations.

5️⃣💰 Salary Settings

• Go to Main Menu → Settings → Salary.
• Define:
  • Salary Calculation Type (Month Days or Working Days).
  • Weekend Details (e.g., Saturday/Sunday off, 2nd/4th Saturday working, etc.).
• 📌 These settings control how net working days are calculated and directly affect payroll.

6️⃣ 💱 Currency Settings

• Go to Main Menu → Settings → Currency.
• Select which currencies are allowed in the system.
• Set Default Currency (usually INR).
• Turn ON/OFF “Receive Foreign Currency”.
• 📌 This mainly affects Invoices & Payments (not expenses).

7️⃣ 👥 Roles & Permissions (Optional)

• Go to Main Menu → Users → Roles.
• Use default roles (Admin, Employee) or create custom roles with restricted permissions.
• 📌 Helps control access for different employees/consultants.

8️⃣🧑‍💼 Add Users (Employees & Consultants)

• Go to Main Menu → Users → Users
• Start adding employees, managers, or external consultants.
• Assign appropriate Role & Department.

9️⃣ 📥 Import Leave Balance

Users must be added in the system before you import Initial Leave Balance.

1. Navigation
   1. Go to Main Menu → Settings → Leave → Edit
   2. Click on “Opening Balance Import” button at the top. (⚠️ This button is visible only until initial leave balances are imported or salary has been generated.)
2. Select Starting Period:  Choose Leave Starting Month and Leave Starting Year. This defines the effective period from which the imported leaves will apply.
3. Download Sample File
   1. Click “Download Sample File”. (The file will contain employee details prefilled (Employee Name, Email).
   2. You just need to enter their initial leave balances (e.g., Medical Leave, Casual Leave, Emergency Leave) and save.
4. Upload Your File:
   1. Once your Excel sheet is updated, click “Choose File” to select it from your computer.
   2. A green button “Validate & Import” will appear. On click the system first validates the file:
5. Validate & Import
   1. If errors are found → No records will be imported. (You must correct the errors and re-upload.)
   2. If validation is successful → All employee leave balances will be imported starting from the selected month/Year.

🔟 💰 Add Petty Cash Balance

• Go to Main Menu → Finance → Petty Cash → Add Button
• Fill in the following fields:
  • Credit Amount: Enter the opening cash balance.
  • Date: Select the starting date (format: DD-MM-YYYY).
  • Notes: Add any remarks or description.
• 📌 Purpose: Setting up an opening balance ensures that your cash transactions in the system remain accurate from the very first record.
• 💡 System Behavior:
  • Whenever an expense is added where the Payment Mode = Cash, that expense automatically appears in the Petty Cash Statement, reducing the available cash balance.
  • Similarly, any Reimbursement Payment made in cash will also update the Petty Cash Statement.Therefore, it’s crucial to add the starting balance before adding any expense in the system.

✅ Result: You can continuously monitor, verify, and reconcile all cash inflows and outflows through the Petty Cash Statement section.

🚀 After Setup – Next Steps

• ✅ Start using HRM Module → Add Employees, Assign Leaves.
• ✅ Use Finance Module → Raise Invoices, Record Payments.
• ✅ Use CRM Module → Add Clients, Leads, Opportunities.

⚠️ Important Notes:

• Always reset both passwords first before using the system.
• Do not skip dropdowns; otherwise, you’ll face errors in record creation.
• Primary settings update system-wide, so fill them carefully.
• Salary & Leave rules only apply to future salary runs (not past).
• Currency impacts customer-facing transactions only (Invoices/Payments).