The uses of report settings is, you can choose the report template for Payroll, Finance, CRM, Procurements, HRMS and Accounting that suit your company. The template are ready make and you cannot customize it.


1. PAYROLL



After you click one of the module you want to change the template, you will able to see the following screen:


Picture 4.4.1: Example of report for setting


For this Payroll Report, we just have to 2 Template. For example, we have Salary and Monthly. You just click which template that you want, after that click “Save”.



2. FINANCE


To access this page, you can go to Global Configuration, Report Settings and click Finance.



After you click one of the module you want to change the template, you will able to see the following screen:



Picture 4.4.2: Example of report for setting


For this Finance, we have 5 Template. For example, we have Advances, Claims, Payment Requisition, Payment Voucher and Pretty Cash. So, you can choose which one template that you want, after that click “Save”.



3. CRM


To access this page, you can go to Global Conifguration, Report Settings and click CRM


After you click one of the module you want to change the template, you will able to see the following screen:

Picture 4.4.3: Example of report for setting


For this CRM, we have 6 Template. For example, we have Quotation, Order Acceptance, Delivery Order, Sales Return, Invoice and Receipt. So, you can choose which one template that you want, after that click “Save”.



4. PROCUREMENTS


To access this page, you can go to Global Configuration, Report Settings and click Procurements.



After you click one of the module you want to change the template, you will able to see the following screen:


Picture 4.4.4: Example of report for setting


For this Procurement, we have 1 Template. For example, we just have Purchase Order. So, you can choose which one template that you want, after that click “Save”.



5. HRMS


To access this page, you can go to Global Configuration, Report Settings and click HRMS.



After you click one of the module you want to change the template, you will able to see the following screen:


Picture 4.4.5: Example of report for setting


For this HRMS, we have 1 Template. For example, we just have Resume. So, you can choose which one template that you want, after that click “Save”.



6. ACCOUNTING


To access this page, you can go to Global Configuration, Report Settings and click Accounting.


After you click one of the module you want to change the template, you will able to see the following screen:


Picture 4.4.6: Example of report for setting


For this HRMS, we have 1 Template. For example, we just have Invoices. So, you can choose which one template that you want, after that click “Save”.