FAQ

faq

Frequently Asked Questions

Here are some of the common questions that our clients ask while inquiring about Pasofin quam.

To get started with timesheets, follow these steps:

  1. From the top right corner, select Timesheet, then Start Time.
  2. After choosing Start Time, you can take a break or finish your shift at any time by clicking Start Break or End Shift.
  3. When you finish your shift, you can also edit your breaks at that moment.
  4. If you wish to add any comments, you may also update them.
  5. You can also adjust your shift details by clicking on Edit Shift.
  6. When the shift is finished, the timesheet table will be instantly updated, and you can send it for approval.
  7. Under the timesheet table, you can also update your leave status and submit it for approval.

This is how the timesheet will be updated and emailed to the approver.

To get started with employees, follow these steps:

  1. Click Add Employee after selecting Employee.
  2. Fill in all of the information about the employee you’d want to add.
  3. When you’ve finished filling out all of the fields, click Save to save everything into the system.
  4. Then, by clicking on the employee’s name, you can see their details.
  5. You may also use the search field to find an employee by typing their name.
  6. An “Employee ID” field will be produced automatically and displayed in the employee details.
  7. You will be able to export the details of the selected employee in PDF format.
  8. Only if the field details on this software match the field details in the PDF file you are seeking to import will you be able to quickly import employee details PDF.

This is how employee details will be updated.

 

To get started with Appointments, follow these steps:

  1. Choose Appointment and then Create New.

  2. Update the client’s information and save it.

  3. It will appear in a table format once you’ve saved it.

  4. From the appointment table, you may search by typing any keyword

  5. When you double-click on an appointment, you’ll see all of its details.

  6. Prior to the client’s visit, an automatic reminder message will be sent to them.

  7. When you change the appointment status to Complete, the Client’s Parent/Guardian will be asked to sign.

  8. The appointment will be listed as completed once they sign.

This is how appointment details will be updated.

To get started with bank details, follow these steps:

  1. Go to Banking and then to Bank Accounts.

  2. Select Add Bank Account.

  3. As you move forwards, make sure to update all of the relevant details.

  4. Finally, download and fill out the form.

  5. Send the form to your bank by uploading it.

  6. After it has been accepted, you will be able to see all of the bank transactions that have been retrieved in the software.

This is how Bank details will be updated.

To get started with rules, follow these steps:

  1. Click on Rules under Banking, then select New Rule.

  2. Fill in all of the essential information and save it.

  3. Once you’ve saved it, it’ll appear in the rules table.

  4. You may also perform a keyword search from the rules table.

  5. From here, you can change, delete, or copy the rule.

 This is how rules will be updated.

To get started with expenses, follow these steps:

  1. Click on Expenses, then New Transaction.

  2. There will be several ways for updating new transactions, such as:

    • Bill

    • Import Bills

    • Expense

    • Cheque

    • Purchase Order

    • Supplier Credit

    • Pay down credit card

  3. Update whatever transaction you wish; the procedure is the same for all.

  4. It will be visible under the expense table once you have updated and saved it.

  5. You can also use the filter option to filter your data.

 This is how expenses will be updated.

To get started with suppliers, follow these steps:

  1. Click on New Supplier after selecting Suppliers under Expenses.

  2. Update the supplier’s information and save it.

  3. It will appear under the suppliers table once you’ve saved it.

  4. You may also perform a keyword search from the supplier table.

  5. Clicking on any of the rows will take you to the supplier’s history page.

  This is how suppliers will be updated.

To get started with invoices, follow these steps:

  1. From the Sales menu, select Invoice, then Create Invoice.

  2. Complete all of the invoice’s details and save it.

  3. It will appear under the invoices table once you’ve saved it.

  4. You can also edit or update it later using the action option.

  5. You can also use the filter option to filter your data.

This is how invoices will be updated.

To begin working with customers, follow these steps:

  1. From the Sales menu, select Customer, then New Customer.

  2. Update the customer’s information and save it.

  3. It will be visible beneath the customer table once you’ve saved it.

  4. From here, you’ll be able to produce invoices as well.

  5. You can also perform a keyword search from the customer table.

 This is how customers will be updated.

To get started with Product and Services, follow these steps:

  1. From the Sales menu, select Product and Services, then New.

  2. You can create four different sorts of products and services under New:

    • Inventory

    • Non-Inventory

    • Services

    • Bundle

  3. Make all the necessary changes to the Product and Services you want to add.

  4. It will appear in the Product and Services table once you’ve saved it.

  5. You may also use the Product and Services table to conduct a keyword search.