31 docs tagged with "bizadmin"

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Manage AI settings in Bizconnekt admin, including Playbooks — reusable, admin-approved instructions that guide the in-product assistant for your team.

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Give every quote, order and invoice its own automatic reference in Bizconnekt Admin. Set a prefix, financial-year and running series for each document type.

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Understand and manage your Chart of Accounts in Bizconnekt admin — the ledger accounts your books post to. Start from the ready-made list, add accounts, and keep Tally in sync.

Set up the ready-made email messages Bizconnekt sends when you share a quote, invoice, or payment reminder, so every document goes out branded and complete.

Set your base currency, date format, and decimal places once in Bizconnekt admin so every quote, invoice, bill, and report reads the same way across your business.

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Add an authorised signature or company stamp to your Bizconnekt documents, so it appears automatically on the printed and shared copies of invoices and orders.

Set the supporting files each document type must carry in Bizconnekt Admin, so a purchase order or invoice can't be saved without its signed quote or proof.

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Create branded email messages Bizconnekt sends with your quotes, invoices, and payment reminders, with the customer name, document number, and amount filled in automatically.

Set employee expense rules in Bizconnekt admin: categories, per-category spending limits, when a receipt or approval is required, and per-km and per-day rates.

Create follow-ups automatically when a bill, invoice or delivery challan is saved, timed to its due or delivery date, and close them when it is settled.

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Set your employee expense rules in Bizconnekt admin: expense categories, spending limits, receipt and approval requirements, and per-km and per-day rates.

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Create reusable payment terms like Net 30 or advance in Bizconnekt admin, attach them to customers, suppliers, and documents, and let due dates calculate automatically.

Playbooks are reusable, admin-approved instructions that guide Bizconnekt's in-product assistant, so common questions get the same, correct answer each time.

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