Contacts
Contacts
On the HB Accounting Dashboard Select Contacts Tab to create Customers, Vendors, Employees and Agents.
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This page shows the list of all Contacts
On this page Click on the -
- Group tab to create new groups
- Contact tab to create new contacts
- Role tab to create role for employees
- Export tabs allows to export the list of contacts
- Import tab allows to import the contacts using Excel
- Search tab to find a specific contact based on given parameters
Contact Creation
Enter General Information
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This page allows the user to capture the basic details of the Customer/Vendor/Employee/Agent
Enter GSTIN & Addresses
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Enter Financial Settings
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Enter TDS Settings
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Upload KYC Documents
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Group Creation
Click on the Group tab to create new group
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Role Creation
Click on the Role tab to create new role
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Export data
Click on the Export tab
Choose the fields you wish to export
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Choose the export file type
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Import Data
Click on the Import tab
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This screen shows the field for importing data. The excel file must contain the Mandatory fields.
Search
Search tab allows user to search specify Customer/Vendor/Employee/Agent on the basis of given parameters
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