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Published byAlison Doyle
Modified over 4 years ago
Click on Products
Click online product=>Tax professional
Click on online products >> Tax Professionals >> Taxbase Suite : WFM >>Read More…
Click on “Register”
Fill in all the registration Information and Click on “ 30 Days Free Trial”
A system generated email will be sent to your email ID you have entered while registration.
Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In. www.taxbasesuite.com
Click on Work Flow Management
Click on Designation & Cost Definition
Click on select and Edit record.
Assign cost to Partner and click on Save button
Here you will find designated employees with cost per Hour
Click on Work Master
Click on New
Enter the Work Name and click on Save button.
Here you will find list of Work Master.
Click on Employee Definition Option
Click on New button or Select record for Editing.
Enter Mandatory fields and lick on Save button.
Enter Mandatory fields, Select Designation and Report To option and click on Save button.
Here you will find list of employees with Designation.
Click on Group/Customer Definition
Click on Group Definition
Enter Group Name and click on Save button
Here you will find list of Group
Click on Customer Definition
Click on New button to Define New Customer
Enter all Mandatory Fields and Click on Save button.
Here You find the List of Customers.
Click on Work Allocation
Select Group from Customer Group option and select the Particular Customer click on Select button.
Click on New Button
Enter Mandatory field and click on Save button to Assign Customer Work to Employee.
Here you will See List of work assigned.
Go to Home Page Click on Rights Management.
Select Employee and Module as WFM Module tick Check box and click on Save button.
Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Employee and Click on Sign In. www.taxbasesuite.com
Click on work Flow Management
Click on Daily View
Here you will find the Assigned Work, Change the Status if Work Completed and any other enter below or you can transfer the Work to other Employee.
Click on Billing Parameter
Enter Billing Parameters and click on Save button.
Click on bill Generation
Click on Add To Bill and Click on Prepare Bill
Enter the Billing Details, Narration and click on Save button.
Click on Bill Generation other than Work Done
Click on New button to Enter Bill Information for which you require bill other than work done
Click on Select button to Edit the Bill or Print Bill.
Can View Bill/Invoice
Click on Receipt Generation
Select Customer Name and Click on New button.
Enter the Receipt Details, Narration and click on Save button.
Click on Select button to Edit the Receipt or Print Receipt.
View Receipt Here
Click on MIS Reports
Click on Cost and Budget Estimation
Select Time option and Group.
Select Cost option and Group.
Click on Cost & Budget Estimation Summary
Select Costing as Estimated and Group as XYZ & CO.
Click on Work Done Report
Here you will find list of work done
Click on Work Pending/Overdue Report
Here you will find Work pending /Overdue Report
Click on Resource Utilization
You will find resource utilization
Click on Daily Work Done Report
Here you will find employee daily report
THANK YOU !!!
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