HOW TO ADD/EDIT/DELETE ACCOUNTANT
To Add a New Accountant, follow the below steps:-
- Login to admin panel
- Go to Accountant
It will navigate you to the other page ,titled ‘Accountant’. It shows four tabs as follows:-
(1). Add New Accountant :- Click here to Add a New accountant, Enter the required fields as follow:-
(a) Name :- Enter the name of the accountant
(b) Address :- Enter the complete address
(c) Email :- Enter the email id
(d) Username :- Enter the username you want to assign
(e) Password :- Enter the desired password
(f) Phone No :- Enter the phone number
(g) Upload Photo :- Upload the photograph
After Entering all the details Click on ‘Save’ button.
(2). Edit :- Click here to edit any existing accountant. It will navigate you to the other page, titled ‘Edit Accountants’. Edit details as follow:-
Edit the existing accountant Details and Click on ‘Update’ button.
(3). Delete :- Select desired accountant to delete & Click here to delete the existing accountant.
When an Accountant will log into his account, the page on his screen is as follows:
(1). Dashboard :- The above mentioned image is visible on the Dashboard itself.
(2). Add Invoice :- Click here to Add Invoice. Next page shown will be like this:
- Invoice Title
- Invoice No
- Creation Date
- Due Date
- vat percentage
- Discount Amount
- Invoice Entry
- Add Invoice
- Remove Invoice
(3). Hospital :- Click here and it will show two tabs . Next page shown will be like this:
(a) Bed Allotment :- Click here to Add/Edit/Delete the allotments of bed.It will navigate you to new page titled ‘Bed Allotments’as follows :
(b) Invoice :- Click here to make changes in the invoice.It will navigate you to a new page titled ‘Invoices’ which is as follows :
(4). Configuration :- Click here to change/edit the Configurations settings