user_settings

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user_settings [2025/10/09 09:21] – chillhubadminuser_settings [2026/07/06 09:49] (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#other_document_settings|Other Document Settings]]
   * [[user_settings#scheduling|Scheduling]]   * [[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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 === General ===  === General === 
 \\ {{:settings:settings_2.jpg?500|}} \\ {{:settings:settings_2.jpg?500|}}
 +\\ **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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   * **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
-    * **Insert Signature Placeholder** button: Adds a signature field into the document template, allowing customers to sign using the integrated digital pad. (available for delivery, return, job completion notes)+    * **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. 
 +    * **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 === 
 +\\ {{:settings:settings_7.jpg?500|}} 
 +  * **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, the XXX line item is not a product. Evenly distribute the XXX line item across all products.// 
 +      * Maximum 500 characters.
 === Scheduling === === Scheduling ===
 \\ {{:settings:settings_4.jpg?500|}} \\ {{:settings:settings_4.jpg?500|}}
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   * 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.//  
 +    - 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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   * 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 and applied to invoices, sales order and quotations.
 +\\ {{:settings:settings_8.jpg?500|}}
 +  * 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.
 +\\ {{:settings:settings_9.jpg?500|}}
 +  * **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.1760001675.txt.gz
  • Last modified: 2025/10/09 09:21
  • by chillhubadmin