Getting Started!

System Requirements General

Settings

Branch

Dashboard Sales

Loyalty

Purchase

Accounts

Organization Unit

Inventory

Customer Supplier Reports

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 the software. Types may be accountants, managers, auditors, etc. by setting user type the admin can define the permissions of the user on the software.

The user type option is available in the settings menu
click on settings
select organization settings=> User type

USER TYPE SEARCH WINDOW

Options available in user type view:

1.filter option:

User can search the user type data by user type name in the search bar and

There is an additional filter option where the user can filter the user data according to user type name and description.

2.New user type:

Using this button user can create a new user type.

By clicking this button user will be redirected to a user type form.

FIELD	DESCRIPTION
User type	Here user can enter what type user is dealing the software
Description	Enter a brief description about the type
Enable/disable	This column enables or disables the status of the user
Branch	User can select the branch in which the user type is allocated to.
#	The serial number of data in the table
User type in table	The user type of previously entered data
Description in table	The description of previously entered data
Edit	User can edit the previously entered user type in here
Delete	User can delete the previously entered user type in here
Save	To save the created new user type click on the save button
Cancel	To cancel the created new user type click on the cancel button
Exit	To exit from the created new user type without saving click on the exit button

3.EXPORT

The user type list can be exported to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.

4.REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

5.Edit :

User can edit the created user type in here. By clicking the edit button user will be redirected new user type window.

6.Delete :

User can delete the created user type in here. By clicking this button validation button will pop up and user can click OK to delete the item.

7. COLOR FILTER

The inactive user types will appear in the search in red color.

8.Exit

Below the pagination control, there is exit button. If you want to exit the user type search page click on exit button.

Frequently Asked Questions?

01How do I filter the User Types?

Click on the Settings => User Type => User Type Search opens.

Filter option is available below the User Type search bar at the left hand side. User type can be filtered based on user type and description. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How to add a new User Type?

Click on the Settings => User Type => User Type Search opens
Use the + New User type button
By clicking this button user will be redirected to a user type form
Enter User Type Name and Description
Click on the Save button to create new User Type.

03How to export the User Type data?

Click on the Settings => User Type => User Type Search opens
Click on the Export button at the top right corner near the +New button.
Then a Save As window will pop up, there user can Select the file location , enter the file name, choose save as type and click on Save

04How do I edit the User Types created?

Click on the Settings => User Type => User Type Search opens
At the right hand side of the each User Type there is a pencil icon which represents edit.
Click on the icon and make required changes
Click on save button.

05How do I delete User Types created?

Select the User Type search window. At the right hand end of the each User Type there is a delete icon which represents delete. Click on the icon to delete the corresponding user type.