user_settings

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user_settings [2025/05/05 07:45] – chillhubadminuser_settings [2026/09/29 03:33] (current) – chillhubadmin
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     * [[user_settings#numbering_format|Numbering Format]]     * [[user_settings#numbering_format|Numbering Format]]
     * [[user_settings#document_template|Document Template]]     * [[user_settings#document_template|Document Template]]
-  * [[user_settings#scheduling_teams|Scheduling Teams]]+  * [[user_settings#other_document_settings|Other Document Settings]] 
 +  * [[user_settings#scheduling|Scheduling]]
   * [[user_settings#warehouses|Warehouses]]   * [[user_settings#warehouses|Warehouses]]
   * [[user_settings#employees|Employees]]   * [[user_settings#employees|Employees]]
 +  * [[user_settings#terms|Terms]]
 +  * [[user_settings#accounting_integration|Accounting Integration]]
  
 === Accessing Settings === === Accessing Settings ===
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   - Open the user menu   - Open the user menu
     * Located on top right of the app toolbar     * Located on top right of the app toolbar
-  - Navigate to the Settings menu. \\ {{:settings:settings_1.jpg?150|}}+  - Navigate to the Settings menu. \\ {{gallery>:settings:settings_1.jpg?150x0&crop=off&0}}
 === General ===  === General === 
-\\ {{:settings:settings_2.jpg?500|}}+\\ {{gallery>:settings:settings_2.jpg?500x0&crop=off&0}} 
 +\\ **Base Currency**: The default currency used for all transactions and reports in the system.
 == e-Invoice Setup == == e-Invoice Setup ==
 **Environment Selection** **Environment Selection**
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 == Tax Settings == == Tax Settings ==
   * **SST Tax Rate**: Enter your standard SST tax rate as a percentage. Example: Input "8" for 8% SST.   * **SST Tax Rate**: Enter your standard SST tax rate as a percentage. Example: Input "8" for 8% SST.
 +  * **SST Tax Type**: Select the applicable SST tax type for your transactions.
 +      * Refer to: //[[https://sdk.myinvois.hasil.gov.my/codes/tax-types/]]//
 == Document Header Configuration == == Document Header Configuration ==
 **Header Layout** \\ Choose from the following layouts for your document headers: **Header Layout** \\ Choose from the following layouts for your document headers:
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   - Sales Order   - Sales Order
   - Delivery Notes   - Delivery Notes
 +  - Return Notes
 +  - Job Completion Notes
   - Purchase Order   - Purchase Order
   - Receipt   - Receipt
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   - Debtor Statements   - Debtor Statements
   - Self-billed e-Invoice   - Self-billed e-Invoice
-\\ {{:settings:settings_3.jpg?500|}}+\\ {{gallery>:settings:settings_3.jpg?500x0&crop=off&0}}
 == Numbering Format == == Numbering Format ==
   * **Prefix**: Add a prefix for your document number. Example: "INV-".   * **Prefix**: Add a prefix for your document number. Example: "INV-".
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   * **Footer**: Add default footer content like payment instructions, disclaimers, stamp/signature line in the editor.   * **Footer**: Add default footer content like payment instructions, disclaimers, stamp/signature line in the editor.
     * e.g. Kindly make payment to **ABC BANK 1234 5678** and send the payment slip to 6012345678     * e.g. Kindly make payment to **ABC BANK 1234 5678** and send the payment slip to 6012345678
- +    * **More Templates** button: Opens a dialog to create and manage additional alternative templates for this document type, beyond the default Subject/Footer above. Useful if you need different layouts for different customers or scenarios. 
-=== Scheduling Teams ===+    * **Insert Image** button: Opens a dialog to upload or select an image (e.g. company stamp, logo, QR code) and insert it into the editor at the cursor position. 
 +    * **Insert Signature Placeholder** button: Adds a live signature field into the document template, allowing customers to sign using the integrated digital pad. //(available for delivery, return, job completion notes)// 
 +=== Other Document Settings === 
 +\\ {{gallery>:settings:settings_7.jpg?500x0&crop=off&0}} 
 +  * **Alias** 
 +    * The title used for the generated document. Leave empty to show as default title. 
 +  * **Default Payment Method** 
 +    * Configure default payment methods for invoices, sales order and purchase order. 
 +  * **Show Amount Due Breakdown** 
 +    * Enable this to display the Amount Due, Payment History, and Payment Status on invoice and sales order documents. 
 +  * **AI Extraction Rules** 
 +    * **AI Expense Extraction Rules**: Custom instructions to guide how AI extracts and categorizes information from your scanned expense receipts. 
 +      * e.g. //If the supplier is ABC Company, always use the purchase account.// 
 +      * Maximum 500 characters.  
 +    * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices. 
 +      * e.g. //If the supplier is ABC Company, ignore item XXX// 
 +      * Maximum 500 characters. 
 +=== Scheduling === 
 +\\ {{gallery>:settings:settings_4.jpg?500x0&crop=off&0}} 
 +  * Configure **Schedule Start Time** and **Schedule End Time** to align with business operation hours. 
 +== Teams ==
 Designed for organizing and assigning teams to various scheduled jobs, such as service tasks or deliveries. Teams can be grouped and scheduled according to specific tasks, ensuring the right personnel are assigned to the right activities without conflicts. Designed for organizing and assigning teams to various scheduled jobs, such as service tasks or deliveries. Teams can be grouped and scheduled according to specific tasks, ensuring the right personnel are assigned to the right activities without conflicts.
-\\ {{:settings:settings_4.jpg?500|}} 
   * Add a Team   * Add a Team
     - Click Add Team (➕).     - Click Add Team (➕).
-    - Enter the team name and press Enter or click Save (✔️).+    - Enter the **Team name**. 
 +    - Enter **Team Category** (for team filtering groups) \\ //Used to group teams for filtering purposes.// 
 +    - Enter the **Hour Rate** (optional) \\ //The team's default hourly rate, used for labor hour calculation for customer billing.// 
 +    - Enter the **Default Split %** (optional) \\ //The team's default share of the job amount, normally used for commission calculation. Leave empty to evenly split the remaining allocation among the assigned teams.// 
 +    - Click Save (✔️).
   * Edit a Team   * Edit a Team
     - Click Edit (✏️).     - Click Edit (✏️).
-    - Update the team name and click Save (✔️).+    - Update the team name or team category. 
 +    - click Save (✔️).
   * Delete a Team   * Delete a Team
     - Click Delete (🗑️) to remove a team.     - Click Delete (🗑️) to remove a team.
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 === Warehouses === === Warehouses ===
 Maintaining warehouses allows you to track multiple SKUs (Stock Keeping Units) across different warehouse locations. This ensures that you have real-time visibility into stock levels, which is critical for maintaining inventory accuracy and facilitating stock transfers. Maintaining warehouses allows you to track multiple SKUs (Stock Keeping Units) across different warehouse locations. This ensures that you have real-time visibility into stock levels, which is critical for maintaining inventory accuracy and facilitating stock transfers.
-\\ {{:settings:settings_5.jpg?500|}}+\\ {{gallery>:settings:settings_5.jpg?500x0&crop=off&0}}
   * Add a Warehouse   * Add a Warehouse
     - Click Add Warehouse(➕).     - Click Add Warehouse(➕).
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 === Employees === === Employees ===
 Assign a responsible employee, such as a salesperson or account manager, to oversee each transaction such as invoices, quotations, or purchase orders. This ensures clear accountability, proper handling, commission tracking and efficient process management. Assign a responsible employee, such as a salesperson or account manager, to oversee each transaction such as invoices, quotations, or purchase orders. This ensures clear accountability, proper handling, commission tracking and efficient process management.
-\\ {{:settings:settings_6.jpg?500|}}+\\ {{gallery>:settings:settings_6.jpg?500x0&crop=off&0}}
   * Add a Employee   * Add a Employee
     - Click Add Employee(➕).     - Click Add Employee(➕).
-    - Enter the employee name and press Enter or click Save (✔️).+    - Enter the employee name. 
 +    - Enter the employee role.  
 +    - Click Save (✔️).
   * Edit a Employee   * Edit a Employee
     - Click Edit (✏️).     - Click Edit (✏️).
-    - Update the employee name and click Save (✔️).+    - Update the employee name, roles and click Save (✔️).
   * Delete a Employee   * Delete a Employee
     - Click Delete (🗑️) to remove a employee.     - Click Delete (🗑️) to remove a employee.
  
 +=== Terms ===
 +Used to define standard payment or agreement terms that can be assigned to customers/suppliers and applied to invoices, sales orders, purchase orders, purchase invoices and quotations.
 +\\ {{gallery>:settings:settings_8.jpg?500x0&crop=off&0}}
 +  * Add a term
 +    - Click Add Term (➕).
 +    - Enter the Term name.
 +    - Enter Term Description
 +    - Enter Due Days (Number of days allowed for payment).
 +    - Click Save (✔️).
 +  * Edit a Term
 +    - Click Edit (✏️).
 +    - Update the term name, description, due days.
 +    - click Save (✔️).
 +  * Delete a Term
 +    - Click Delete (🗑️) to remove a term.
 +
 +=== Accounting Integration ===
 +Allows integration with supported external accounting systems to synchronize invoices, and payments between Chillhub and the accounting system.
 +\\ **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module.
 +\\ {{gallery>:settings:settings_9.jpg?500x0&crop=off&0}}
 +  * **System**: Select the external accounting system to integrate with. //e.g. Autocount, SQL//
 +  * **Effective Date**: Specifies the date from which accounting synchronization becomes active.
 +  * **Default Debtor Code**: Defines the default customer (debtor) code used when creating customers in the external accounting system. //Commonly used for general or walk-in customers.//
 +
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • user_settings.1746431121.txt.gz
  • Last modified: 2025/05/05 07:45
  • by chillhubadmin