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Settings

Daai Business Suite has two distinct settings surfaces — the in-app Settings menu (used by admins/HR/finance for day-to-day configuration) and the separate Daai Admin Panel (used by the account owner for billing & subscription).

1. In-app Settings (Sidebar > Settings)

Open the application, click Settings in the sidebar. The following sub-pages are available:

Sub-pagePurpose
Config WizardRe-open the first-time setup wizard at any time to revisit guided steps.
Primary SettingsCompany profile — logo, GSTIN, PAN, registered address, financial year start, default currency.
LeavesLeave types, accrual rules, sandwich rule, carry-forward, encashment, probation/notice-period leave policy.
SalarySalary calculation type (Month Days vs Working Days), weekend pattern (e.g., 2nd/4th Saturday off).
AttendanceBiometric / manual / geo-based attendance modes, late-mark and half-day rules, salary-cycle linkage.
CurrencyBase currency + allowed foreign currencies, default currency, “Receive Foreign Currency” toggle.
Dropdown SettingsMaster list of dropdown values used across the suite — Departments, Designations, Statuses, Lead/Client Source, Expense Type, Payment Mode, Catalog Categories, etc.
HolidayPublic and company-specific holidays for the financial year. Used by leave and salary calculations.

📌 Note: Catalog Categories are now managed inside Dropdown Settings rather than as a separate page.

2. Daai Admin Panel (Separate URL)

The Daai Admin Panel is a separate portal opened from the URL provided in your Welcome Email. It manages:

  • Billing — invoice history, payment methods.
  • Subscription — plan, renewal, upgrades.
  • Company Profile (for billing) — billing address & tax info on Daai’s invoices to you.
  • Users — admin-panel logins (separate from app users).

This is not reachable from the in-app sidebar.

Articles in this Section

  • Settings (System): Primary, Leaves, Salary, Currency, Dropdown, Holiday, Examples — Leave Balance.
  • Daai Admin Panel: Login, Dashboard, Subscription, Billing, Users, Company Profile.

Articles

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