user_settings

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user_settings [2025/10/09 09:21] – chillhubadminuser_settings [2026/04/27 08:30] (current) – chillhubadmin
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     * [[user_settings#tax_settings|Tax Settings]]     * [[user_settings#tax_settings|Tax Settings]]
     * [[user_settings#document_header_configuration|Document Header Configuration]]     * [[user_settings#document_header_configuration|Document Header Configuration]]
 +  * [[user_settings#default_payment_method|Default Payment Method]]
   * [[user_settings#document_numbering_and_templates|Document Numbering and Templates]]   * [[user_settings#document_numbering_and_templates|Document Numbering and Templates]]
     * [[user_settings#numbering_format|Numbering Format]]     * [[user_settings#numbering_format|Numbering Format]]
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   * [[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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     * Alternatively, simply drag your logo file from your computer and drop it into the designated upload area     * Alternatively, simply drag your logo file from your computer and drop it into the designated upload area
 \\ **Preview.**: \\ Preview your document header in the Preview section \\ **Preview.**: \\ Preview your document header in the Preview section
 +
 +=== Default Payment Method ===
 +Configure default payment methods for invoices, sales order and purchase order.
 +\\ {{:settings:settings_7.jpg?500|}}
  
 === Document Numbering and Templates ===  === Document Numbering and Templates === 
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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
 +    - Click Save (✔️).
 +  * Edit a Term
 +    - Click Edit (✏️).
 +    - Update the term name or description
 +    - 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