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faq [2026/05/11 03:46] – chillhubadminfaq [2026/05/11 06:35] (current) – [System Setup] chillhubadmin
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 ===== General ===== ===== General =====
    
-++++ How to Batch Import Data into Chillhub? | 
  
-Refer to the guide below: +++++ How can I track who made changes to records and when in the system? | 
-[[batch_import|Batch Import Guide]]+  
 +  - From **Main Menu** -> **Operational Data** -> **Audit Trail** 
 +  - Add one or more **Criteria** to filter results: 
 +    * **Date From/To** - View activities within a specific date range 
 +    * **Entity Type** - Select the type of record (e.g. Invoice, Sales Order, Product) 
 +    * **Action** - Type of activity performed (e.g. Create, Update, Delete) 
 +    * **Username** - User who performed the action 
 +    * **Transaction Ref.** - Reference number of the related document 
 +    * **Changes** - Details of what was modified in the record 
 +  - Click **Search** to view the matching audit trail records.  
 +++++
  
-++++ +++++ How many decimal places does Chillhub support? | 
 +Chillhub supports different decimal precision depending on the field: 
 +  * Purchase Invoice Item Unit Price - up to **6 decimal places** 
 +  * Item quantities - up to **4 decimal places** 
 +  * Monetary fields (totals, amounts) - up to **2 decimal places**
  
 +Note: Purchase Invoice Item Unit Price supports the higher precision (6 decimals) to handle rounding differences when allocating supplier invoice amounts across items.
 +++++
 ===== Sales ===== ===== Sales =====
    
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 ++++ ++++
-===== Staff & Sub-Users ===== +===== Sub-Users ===== 
-  +++++  How do I enable the Sub-user add-on? | 
-++++ How can I enable my staff to submit their claims to Chillhub? | +Go to **User Menu** → **Subscription**. 
-  + 
-**Step 1: Set Permission** +In the **Add-On: 10 Sub-users** section, set the **Add-on Quantity** based on how many packs you need. Each unit represents **10 sub-users**. 
-  - Go to Sub-Users + 
-  - Click Sub-User Roles +For example: 
-  - Update settings: +  * Add On Qty 1 = up to 10 sub-users 
-    * Set Expenses → Self-Service +  * Add On Qty 2 = up to 20 sub-users 
-    * Set Accounting (Chart of Accounts) → Select Only +  * Add On Qty 3 = up to 30 sub-users 
-  + 
-**Step 2: Staff Submit Claim** +Click **Save** to activate the add-on. 
-  - Go to Expenses +
-  - Click + New +
-  - Take a photo of the receipt (Amount and reference number will be auto-populated) +
-  - Review and confirm details +
-  - Click Save as Submitted +
- +
 ++++ ++++
 +++++ How do I enable expense claim submission for employees in Chillhub |
    
-++++ If I have many staff members and want to give them login permissions, what should I do? | +**Setup: Create Sub-User Role** 
-  +  - Open **Sub Users** from User Menu 
-You can create sub-users and assign them specific access permissions. +  - Select **Sub-user roles** tab 
-  * Each staff will have their own login +  - Click **New** button to create a sub-user role. 
-  * Access can be controlled based on their role +  - Set permissions as follows: 
-  * They can log in via: app.chillhub.com.my +    * For employees, set **Business Transaction** → **Expense** → **Self-Service** 
-  +      * Permission to create, view, and submit **own expenses only**. Approval access is not allowed. 
-Learn how to set up sub-users here: https://wiki.chillhub.com.my/doku.php?id=subuser+    * For approvers, set **Business Transaction** → **Expense** → **Full Access** 
 +      * Permission to view, create, edit, approve, reject, cancel, and manage **all expenses**.  
 +**Employee submit expenses** 
 +  - Open **Expense** page from main menu 
 +  - Click the **New** button 
 +  - Upload **Receipts** or support documents 
 +  - Select **Expense Account** 
 +  - Enter all fields:  
 +    * **Date** 
 +    * **Description** 
 +    * **Amount** 
 +    * **Reference No.** 
 +  - **Save** the expense as **Submitted** 
 +**Manager approve expenses** 
 +  - Open **Expense** page from main menu 
 +  - Click **Select Status** and select **Submitted** 
 +  - Click {{mdi>pencil}} to open the expense 
 +  - Review details of the submitted claim 
 +  - Enter **Remark** if needed 
 +  - **Save** the expense as **Approved** or **Rejected** 
    
 ++++ ++++
    
-++++ How many people can log in at the same time? |+++++ Can multiple users access Chillhub from different devices at the same time? |
    
-A single login can be used simultaneously across multiple devices and by different users. +A single account can be logged in and **used simultaneously across multiple devices**, and it may also be accessed by different users. 
-  + 
-If you need different permission levels and want to track actions by individual employees, you can create sub-users with specific roles and access rights.+However, for better control and traceability, especially in a multi-employee environment, it is recommended to create **Sub-Users** with individual login credentials and role-based permissions. 
 + 
 +This allows you to: 
 +  * Assign **different access levels** for each employee 
 +  * Track actions by individual users (**audit trail**) 
 +  * Improve security and accountability
    
-Learn how to set up sub-users here: https://wiki.chillhub.com.my/doku.php?id=subuser+Learn how to set up sub-users [[subuser|here]]
    
 ++++ ++++
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 ++++ I just registered for Chillhub; what should I do now for setup? | ++++ I just registered for Chillhub; what should I do now for setup? |
    
-**How to set up system settings?** +Check out the [[initial_data|setup guide]] for step-by-step instructions on configuring your system, including settings, master data, inventory, pricing, and chart of accounts. 
-  +\\ This will help you get your Chillhub account fully ready for daily operations.
-Learn how to configure essential features such as e-Invoice, tax rates, document headers, templates, teams, warehouse, and employees: https://wiki.chillhub.com.my/doku.php?id=initial_data +
-  +
-**How to manage accounting settings?** +
-  +
-Learn how to: +
-  * Manage Chart of Accounts +
-  * Configure Financial Period at button {{mdi>calendar-range}} +
-  * Manage Account Rules at button {{mdi>gavel}} +
-  +
-Guide here: https://wiki.chillhub.com.my/doku.php?id=accountchart+
    
 ++++ ++++
  
-++++ What is the logo size I should prepare for Chillhub? |+++++ What is the recommended company logo format and size used in Chillhub? |
  
-\\ **Max width** — 567 pixels +Chillhub supports common web image formats, including **JPEG, PNG, GIF, WebP, SVG, and AVIF**. 
-\\ **Max height** — 132 pixels+\\ **Recommended maximum logo dimensions:**
  
-\\ If the logo exceeds these dimensions, it will be resized proportionally.+  * **Max width**: 567 pixels 
 +  * **Max height**: 132 pixels 
 + 
 +If the uploaded logo exceeds these dimensions, it will be **automatically resized proportionally** to fit. 
 + 
 +To upload your logo: 
 +  - Go to **User Menu** → **Settings** → **General** 
 +  - Upload your company logo in the designated section
  
 ++++ ++++
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 ++++ ++++
 +
 +++++ How do I perform a bulk data import? |
 +
 +Refer to the guide below:
 +[[batch_import|Batch Import Guide]]
 +
 +++++ 
 +
 +++++ How do I revise selling prices for all products and services at once?  |
 +
 +Refer to the guide below:
 +[[pricing#import_export_pricing_data|Import/Export Pricing Data]]
 +
 +++++
 +
  • faq.1778471191.txt.gz
  • Last modified: 2026/05/11 03:46
  • by chillhubadmin