General Settings
- Theme: In this section, you can switch the theme to dark, light, or a Site theme color.
- Date Format : In the Date Format section, you can customize the date format to options such as MM-DD-YY, YY-MM-DD, or any other format you prefer.
- Currency : With this feature, you can change your currency to options such as USD, EUR, INR, and more.
- Currency Seperator : With this feature, you can change the currency separator by selecting the checkbox for international, India, or no separator. For example, selecting "international" would format the number as 1,000.00, "India" would format it as 1,00,000.00, and "no separator" would format it as 100000.00.
- Language : With this feature, you can change the language selection if the browser's default language is not detected. You can select the desired language from a dropdown menu, and that language will be applied to your application.For example, if you select French,the application language will change to French.
- Custom Column : To enable the display of custom columns, turn on the toggle. The custom columns will then be displayed as columns on the homepage and will also be added to the Expense Form.
- Expense Future Days :When creating new expenses, the days from today's date up to the selected number of days will be active, while all other days will be disabled. For example, If 5 days is selected and the chosen date is July 17, then the next 5 days, from July 18 to July 22, will be active, while all other days will be disabled.
- Display Project Name : To enable the project name, simply turn on the toggle. The project will then be displayed in both reports and the Administration section.
- Expense Tracking ID: In the "Expense Tracking ID" field, you can enter the expense ID, such as request or ET, which will be added as a prefix.
- Sharepoint Page Configuration:
- Remove Custom Webpart CSS : Activating this toggle option within the settings will result in the automatic removal of empty space surrounding the designated webpart.
- Hide Webpart Title on SharePoint Page : This functionality enables users to conceal the titles of webparts on SharePoint pages where applications are active.
- Hide Side Navigation Panel on SharePoint Page : Hide side navigation panel in Sharepoint page where App is running.
- Hide Top Command Bar on SharePoint Page : Toggling this off will hide the command bar at the top of the SharePoint page.
- Hide Top Bar on SharePoint : Turning it off will hide the top bar in SharePoint.
- Hide Comment Container: Toggling it off will hide the comment container in SharePoint.
- Hide Top Site Header : Turning it off will hide the top site header.
This section allowing administrators to configure various general preferences such as date formats, themes, languages Currency etc.
User Roles and Permissions
- Admin :
- Full Settings Access
-Access to all settings and features. - Finance :
- Limited Access
- Allow access to the panel to user management only. - HR :
- Limited Access
- Access to user management only. - Finance Head :
- Customizable Settings
- Date Format : Ability to set and modify the date format.
- Currency : Control over currency settings.
- Currency Separator : Modify currency separator settings.
- Display Custom Column : Customize columns in various displays.
- Expense Future Days : Set and manage future expense days.
- Display Project Name : Control the visibility of project names.
- Email Templates : Manage and edit email templates.
- Users : Manage user accounts and roles.
- Custom Fields : Create and manage custom fields.
- Cost Center : Manage cost centers.
- Departments : Manage department settings.
- HR Head :
- Customizable Settings
- Date Format : Ability to set and modify the date format.
- Display Custom Column : Customize columns in various displays.
- Display Project Name : Control the visibility of project names.
- Email Templates : Manage and edit email templates.
- Users : Manage user accounts and roles.
- Custom Fields : Create and manage custom fields.
- Cost Center : Manage cost centers. - User :
- No Access : No access to user to any settings .
- No Permissions : No permissions to user any settings .
The admin can create new users and assign roles and permissions using this feature.
To add a new user, simply click the "+ Add" button.
Fill in the details and click the "Save" button.
You can edit, delete, or deactivate a user. If you deactivate a user, they will appear in the Inactive window, where you can reactivate them.
Notification
In the Notifications section, each action triggers a distinct email. You have the flexibility to customize the email template, enable or disable it, and add CC recipients according to your preferences.
Features
You can create a custom field using this feature. To do so, click the "+ Custom Field" button, fill in the required fields, and then click the "Save" button. The custom field will be displayed in the new expense panel.
Cost Center : You can create a Cost Center using this feature. Click the "+ Cost Center" button, fill in the required fields, and then click the "Save" button. The new Cost Center will be displayed in the Cost Center dropdown, as shown in the image.
Department: You can create a Department in this feature. Click the "+Department" button, fill in the columns, and then click the "Save" button.
Job Title : You can create a Job Title in this feature. Click the "+Add" button, fill in the columns, and then click the "Save" button.
LocationYou can create a Location in this feature. Click the "+Add" button, fill in the columns, and then click the "Save" button.