Set up and customize your organization catering to your business requirements.
The settings in Accoxi help users to set up and customize their business catering to the organization's specifics. the settings feature provides a detailed approach to setting up your organization in Accoxi covering all aspects of Accounting.
ORGANIZATION SETTINGS IN ACCOXI
Organization settings allows the user to create, edit, delete and switch organizations. With a crisp friendly User interface users can easily navigate through organization settings to set up and customize their business.
USER TYPE IN ACCOXI
As an accounting software there might be different types of users in a business. ACCOXI enables the admin to set the type of users of software. Types may be like accountants, managers, auditors etc. by setting user type the admin can define the permissions of the user on the software.
USER IN ACCOXI
As an accounting software there might be different users in a business. ACCOXI enables to add users of software. Before adding a user, user type should be defined and in user creation one can define a user according to user type.
Preference grants users to customize and set up all modules of Accoxi. in the preference module users can customize their subscription availed and edit features present in different modules of Accoxi
Software Subscriptions typically include support and maintenance, including the ability to benefit from software enhancements during the life of the Subscription. Subscription licenses may renew automatically at the end of each period, or may need to be manually renewed, with subscription software users get temporary access to the software over a given period of time.
COUNTER MAPPING IN ACCOXI
Counter mapping is an important feature in Accoxi. It is the option to create counter settings for POS billing. User can set the name of counter, machine, printer, print format, paper size etc with this form. Changes that input in counter mapping will effect on POS billing and it provide smooth functioning of POS.
MENU PERMISSION IN ACCOXI
ACCOXI facilitates a feature for different user groups to permit the accessibility to different menus. This can be opt from settings => menu permission.
REPORT PERMISSION IN ACCOXI
ACCOXI facilitates a feature for different user groups to permit the accessibility to different reports. This can be opt from settings => report permission.
SHORTCUT SETTINGS IN ACCOXI
Users can set the shortcut keys from this menu. It enables the user to quickly access and conducts easy operation that helps to get quick results. User can select and set the short cut keys for various forms as per the requirement. Click on the Settings menu on the top right side of the page. Then list of settings tab will open. Select the option Shortcut Settings , then it opens to the shortcut settings page.
A template refers to a sample document that has already some details in place; those can (that is added/completed, removed or changed, differently from a fill-in-the-blank of approach as in a form) either by hand or through an automated iterative process. Invoice templates in Accoxi allows user to edit the invoice templates as per their needs. they can add or remove certain fields in the invoice.
In ACCOXI details of the transactions made with customers and suppliers can be mailed to the interested parties. Users can edit the subject, content etc. of these email templates in this settings. In accoxi settings, Email templates included in General head. Settings>General>Email template
IMPORT / EXPORT DATA
The Import and Export of data is the automated or semi-automated input and output of data sets between different software applications. ACCOXI is the most modern accounting software that provides easy and deliberate results for accounting. It provides the function of Import and Export data settings and a user can import or export the data of the organization by it.
CHANGE PASSWORD IN ACCOXI
A Password reset is an operation in Accoxi, that allows the user to set another password to a desired new value, regardless of their current value. A Password change is a user action, where user enter a new password for accoxi user account.
PERMISSION APPROVAL IN ACCOXI
Permission approval in ACCOXI is a useful feature for users who are restricted by some content by the super admins. With this feature user can request access to any modules/forms in accoxi. User can click on the unauthorized modules/forms and there will be a validation message to give request to the super admin or not. Super admins will get permission requests in this menu. And this request can be approved or reject by the super admin and he can allocate other permissions too.
A Voucher is an accounting document representing an internal intent to make a payment to an external entity, such as a vendor or service provider. It may be a printed piece of paper that entitles the holder to a discount or that may be exchanged for goods or services. A voucher is used by a company’s accounts payable department to gather and file all of the supporting documents needed to approve the payment of a liability.
The financial year settings in Accoxi enables the user to create a new financial year for the organization. Users also have a choice to shift to previous financial year of organization
YEAR CLOSING IN ACCOXI
It provides the function of Year closing settings and the user can close their books of the Organization in it. Click on the Settings menu on the top right side of the page. Then a list of settings tab will open. Select the option Year Closing from Accounts option, then it opens do closing procedure.
TDS CONFIGURATION IN ACCOXI
Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the function of TDS Configuration and user can set the TDS format of the Organization in it.