Settings

Configurable entities and categories in the system.

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• Account Setting

• Company Information

• Team Setting

• Customization

  • 1. Module: Invoices
  • 2. Module: Customers
  • 3. Module: Quotations
  • 4. Module: Payments
  • 5. Module: Products & Services

• Preferences

• Tax Types

• Notifications

• Templates 🚩

Account Setting

{info} You can update your name, email & password using the form.

Field Definition

Field	Description
Profile Picture	Your personal profile picture
Name	Your personal name / nickname
Email	Your current email, used in system login
Password	Your login's password, if you do not wish to change password, leave it blank
Confirm Password	Re-type your new password to proceed password change, must be the same as the password entered

Click to save

Team setting

{info} You can customize the modules to be seen/create/modify/delete by setting restriction to the teams

How to create team to customise team's permission

1. Click at Team settings

2. Fill in the required field, the descriptions of fields in the forms are as below:-

   

   Field	Description
   Team Name	Required. Name of the team, e.g. Sales Team
   Team Description	Optional field that describe the team
   Team permissions	Required. The restrictions and permissions allowed for the specific team to view/create/modify/delete the modules

3. Click
   
   

Example of created team

How to edit the team's permission

1. Click
2. Configure necessary changes on the settings
   
3. Click
   
   

How to delete the team's permission

1. Click
2. Confirm the delete action on team.
   
   
   

How to invite teammate

1. Click
2. Fill in the required fields regarding teamate.
   
3. Click
   
   

How to edit teammate

1. Click
2. Make necessary changes on the field.
   
3. Click
   
   

How to delete teammate

1. Click
2. Confirm the delete action on teammate.
   
   
   

Company Information

{info} Information about your company that will be displayed on invoices, estimates and other documents.

Field Definition

Field	Description
Company Logo	Your company logo picture, displayed at the top navigation bar and also documents
Company Name	Your company name
Phone	Your company contact number
Country	A full list of country as dropdown selection
State	Your company's state
City	Your company's city area
Zip	Your company's zipcode / postcode
Address	Your company's address

Click to save

Customization

{info} Modules customizations

1. Module: Invoice

{info} Invoice's customization

Invoice Prefix

The default value of the invoice prefix at Invoice creation page as shown

Steps to modify

1. Change the value of the prefix
2. Click to save

{info} Auto-generation of Invoice number can be enabled/disabled at

Journal Type

An entity where it groups the transaction record in selected type, bind with invoice at Invoice creation page

Steps to modify

1. Click
2. Fill in the necessary fields marked (*)
3. Save Journal Type

2. Module: Customer

{info} Customer's customization

Debtor Code Prefix

The default value of the debtor code prefix at Customer creation page as shown

Steps to modify

1. Change the value of the prefix
2. Click to save

{info} Auto-generation of Customer number can be enabled/disabled at

Customer Settings - Auto-generate Debtor Code

A running number for same customer's debtor code prefix for each time you create a new customer, which it defaults to 4 digits long of number, see above appendix Customer prefix

Steps to modify

A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)

3. Module: Quotation

{info} Quotation's customization

Quotation Prefix

The default value of the quotation prefix at Quotation creation page as shown

Steps to modify

1. Change the value of the prefix
2. Click to save

{info} Auto-generation of Quotation number can be enabled/disabled at

Quotation Settings - Auto-generate Quotation Number

A running number for same quotation number prefix for each time you create a new quotation, which it defaults to 6 digits long of number, see above appendix Quotation prefix

Steps to modify

A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)

4. Module: Payment

{info} Payment's customization

Payment Mode

The method / mode of payment, bind with payment at Payment creation page

Steps to modify

1. Click
2. Fill in the necessary fields marked (*)
3. Save Payment Mode

{info} Auto-generation of Payment number can be enabled/disabled at

Payment Prefix

The default value of the payment prefix at Payment creation page as shown

Steps to modify

1. Change the value of the prefix
2. Click to save

Payment Settings - Auto-generate Payment Number

A running number for same payment number prefix for each time you create a new payment, which it defaults to 6 digits long of number, see above appendix Payment prefix

Steps to modify

A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)

5. Module: Products & Services

{info} Products & Services' customization

Unit

The mode of measurement of a product / service, bind at Products & Services creation page

Steps to modify

1. Click
2. Fill in the necessary fields marked (*)
3. Save Payment Mode

Preferences

{info} Default preferences for the system.

Field Definition

Field	Description
Currency	The unit of measurement for money, eg. MYR, used in every money related field
Language	The language preference of the system's displayed wording, eg. English
Time Zone	The system's current time zone, used in every entity creation to record created at and updated at
Date Format	The system's date display format
Financial Year	The year as reckoned for taxing or accounting purposes, may be used in documents

Click to save

Tax Types

{info} You can add or Remove Taxes as you please. DuitCount supports Taxes on Individual Product & Service as well as on the invoice.

1. Click
2. Fill in the necessary fields marked (*)
3. Save Tax Types

Field Definition

Field	Description
Tax Name	The name of the tax
Percent	The amount of percent charged to invoice when selected
Description	The information of the tax
Compound Tax	Whether to compound the tax or not (compound tax: sum up all related compound tax)

Click to save

Tax Settings - Tax Per Product & Service

Add taxes to individual invoice items. By default, taxes are added directly to the invoice.

Tax Per Invoice

Tax Per Product - apply to every products

Steps to modify

A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)

{info} Tax per Product & Service can be enabled/disabled at

Notifications

{info} Email notifications you would like to receive when something changes

1. Fill in your 'reply to' email address at [Send Notifications to] field
2. Click

Invoice viewed

When your customer views the invoice sent via DuitCount

Steps to modify

A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)

Quotation viewed

When your customer views the quotation sent via DuitCount

Steps to modify

A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)

Templates 🚩

{info} Template editor for invoices and quotations is set to exact A4 size

How to edit template

Template Info.

1. Fill in template name with desired name.
   
   

Design

1. Select the font from the dropdown options.
2. Select the root size from the dropdown options.
3. Select colour from the list of colors OR pick it from the colour plate OR enter RGBA.
   
   

Content

1. Select header style.
2. Choose if which address to be displayed.
3. Enter notes for footer section, if has any.
   
   

Preview of template