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Accounting Dashboard
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General Accounting Set up
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Chart of Accounts
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Day to Day Transactions
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Sales
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Banks & Bank Reconciliations
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Fixed Assets
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Year/Month End
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Reports
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Purchase Order approval
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POS
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Purchasing
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Non stock purchasing
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Expense Module
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Shopify Sales
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Invoice Reminders
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Customer Statements
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Tax
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Supplier Batch Payment
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Product Categories
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Inventory Valuation Journals
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Analytic Accounts
How to Update the Customer Tag in Contact Card
How to create a contact tag.
1. Click on the contacts Module
2. Click on Configuration > Contact tags
3. To create a new contact tag, click on new.
4. Add the relevant details for the Contact tag.
- Tag Name
- Parent Category
To Update Contact Tag for a Contact.
1. Select a contact
2. Go to the Tags field for the contact.
3. Add the relevant contact tag.
4. Click on Save.
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