Setting Up Your Business

Setting up your business correctly within Openbix ensures you have a smooth and efficient experience. This section will guide you through the essential settings you need to configure.

Depending on your subscription plan, some settings may vary in availability.

Company Settings

Define your company's basic information such as name, logo, and contact details. This information will be used across the system for identification and communication purposes.

Business Address

Enter the physical address of your business. This is important for official documents, correspondence, and location-based features within the system.

App Settings

Customize general settings for your app, including language preferences, time zone, and date format. These settings ensure the app aligns with your local business practices.

Profile Settings

Update your personal profile information, including your name, job title, and contact details. This ensures accurate contact information is available to colleagues and clients.

Notification Settings

Choose how and when you receive notifications. You can configure email alerts, in-app notifications, and slack notifications for various events such as task assignments, project updates, and new messages.

Currency Settings

Set the default currency for your business transactions. This is crucial for accurate financial reporting and invoicing.

Payment Credentials

Enter payment information and credentials to facilitate smooth transactions. This includes setting up payment gateways for client invoices and subscriptions.

Finance Settings

Configure financial preferences including billing cycles, invoice templates, and expense tracking options. This helps streamline your financial operations.

Contract Settings

Define terms and conditions for client contracts. Include default templates, contract types, and renewal settings.

Tax Settings

Set up tax rates applicable to your business. This is essential for accurate tax calculations on invoices and other financial documents.

Ticket Settings

Configure support ticketing options, including default response templates, ticket categories, and priority levels to enhance customer support services.

Project Settings

Set default project parameters such as project categories, billing methods, and task dependencies. This helps in standardizing project management.

Attendance Settings

Define rules for employee attendance, including check-in/out methods and attendance regularization policies.

Leaves Settings

Set up leave types, approval workflows, and policies for employee leave management.

Custom Fields

Create custom fields to capture additional information specific to your business needs across different modules (e.g., clients, projects, tasks).

Roles & Permissions

Define user roles and assign permissions to control access to various features and data within the ERP system. This ensures data security and role-based access control.

Lead Settings

Configure settings for lead management, such as lead sources, status labels, and default assignment rules to streamline the sales process.

Time Log Settings

Set up rules for time logging, including time formats, logging methods, and approval workflows to ensure accurate time tracking.

Task Settings

Define default task attributes such as priority levels, task statuses, and assignment rules to optimize task management.

Security Settings

Enhance security by configuring password policies, two-factor authentication, and access restrictions. This protects sensitive business data.

Google Calendar Settings

Integrate your ERP system with Google Calendar to sync tasks, events, and appointments. This integration helps maintain an organized schedule.

Custom Link Settings

Add custom links for quick access to frequently used external resources or internal pages. This improves navigation and accessibility.

E-Invoice Settings

Configure electronic invoicing preferences, including e-invoice formats, digital signatures, and integration with government portals for compliance.

Payroll Settings

Set up payroll parameters such as salary structures, deductions, and payment cycles to automate and manage employee payroll.

Recruit Settings

Define recruitment settings including job openings, application workflows, and interview schedules to streamline the hiring process.

Billing

Configure billing preferences for your clients and projects. Set up default billing rates, invoicing frequency, and payment terms to ensure consistent and timely billin

By carefully configuring these settings, you can tailor the ERP system to meet your business's specific needs. This setup process is crucial for maximizing the efficiency and effectiveness of your operations, ensuring a seamless experience for both employees and clients.