GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
      • Private Dashboard
      • Advanced Dashboard
    • Sales
      • Lead Contact
      • Deals
      • Proposal
      • Clients
      • Estimates
      • Contracts
      • Deal Report
      • Sales Report
    • HR
      • Employees
      • Leaves
      • Shift Roster
      • Attendance
      • Holiday
      • Designation (Positions)
      • Department
      • Appreciation
      • Leave Report
      • Attendance Report
      • Assets
      • Knowledge Base
    • Recruit
      • Dashboard
      • Jobs
      • Job Applications
      • Interview Schedule
      • Offer Letters
      • Skills
      • Candidate Database
      • Reports
      • Career Site
    • Communication
      • Calendar
      • Messages
      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
      • Expenses
      • Bank Account
      • E-Invoice
      • Payroll
      • Employee Salary
      • Finance Report
      • Income Vs Expense
      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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  1. Platform Overview

Settings

The Settings section provides comprehensive control over various aspects of system configuration and customization. It allows users to manage key administrative and operational settings, including:

  • Company Settings: Manage general company information.

  • Business Address: Set or update the company’s physical address.

  • App Settings: Configure general application preferences.

  • Profile Settings: Adjust personal profile settings.

  • Notification Settings: Control notification preferences.

  • Currency Settings: Set default currency for transactions.

  • Payment Credentials: Manage payment methods and credentials.

  • Finance Settings: Configure finance-related options.

  • Contract Settings: Set rules for contracts.

  • Tax Settings: Define tax rates and regulations.

  • Ticket Agents: Manage support ticket agents.

  • Project Settings: Adjust project management options.

  • Attendance Settings: Configure attendance tracking.

  • Leaves Type Settings: Define types of leaves available.

  • Custom Fields: Add custom fields to forms.

  • Roles & Permissions: Set user roles and access permissions.

  • Message Settings: Configure messaging preferences.

  • Lead Settings: Adjust lead management preferences.

  • Time Log Settings: Configure time tracking options.

  • Task Settings: Set preferences for task management.

  • Security Settings: Manage system security protocols.

  • Theme Settings: Customize the visual theme.

  • Module Settings: Enable or disable specific modules.

  • Google Calendar Settings: Integrate with Google Calendar.

  • Custom Link Settings: Add or manage custom links.

  • Assets: Manage company assets.

  • E-Invoice Settings: Configure e-invoicing options.

  • Payroll Settings: Set payroll configurations.

  • Recruit Settings: Adjust recruitment management settings.

  • Billing: Manage billing preferences.

PreviousReports

Last updated 7 months ago