***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

Additional customization is made available through the “Internal Controls” option accessed via the "App Configuration" menu as shown below.

General Settings, Holiday Setup, Identification Setup, Taxes, Business Days, Client Number Generation and Payment Channels Setup will be displayed, with the option to update same, as shown below.

Select your preferred option(s) from the list provided.

Select the month and the day the business will be closed for holiday, then click

Repeat the step to add multiple holidays.

The Holidays list will be populated accordingly.

Key in a type of Identification type to be added to the list for e.g. Driver’s License.

Select the ID values to accept from the list provided as shown:

Select or key in the amount (range – numerical values) of characters to accept for this ID type.

Indicate whether or not this type of ID is to be used as a means of primary identification.

Click

to see this new ID type added to the list.

Key in the tax name and percentage. Then click

The Tax List will populate accordingly.

Select the range of days the business will be in operation “From – To”

then click

Key in the payment channel name and location then click

The Payment Channels list will be populated accordingly.



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