Configurations

The Companies page serves as a master database for your organization, allowing you to manage enti...

The Branches page allows you to manage specific office locations within your organization. These ...

The Cost Centers page is used to define specific departments or units within the organi...

The User Roles page is used to define and manage specific access levels for different employees. ...

From this page, you can define the hierarchy of user roles within your organization. This is prim...

From this page, you can define and manage access rights for user roles or individual employees ac...

From this page, you can define and manage access rights for user roles or individual employees ac...

The Allowed IPs page is a security feature used to restrict system access to specific, ...

The Platform Access Policies page allows you to create security rules that allows acces...

The Approvals Hierarchy page is used to manage and configure the approval processes for various t...

The Form Builder page allows you to create customized forms used in the organization such as: ...

The Series page is used to create and manage unique numbering series for various record types acr...

From this page, you can create the Shelf, Book, and Manual. To open this, navigate to Utilities-...

Countries: From this page, you can create a country by adding the Country Name and the Country...

From this page, you can create a country by adding the Country Name and the Country Code. To ope...

From this page, you can create a state by selecting the Country and adding the State Name and Sta...

From this page, you can create a district by selecting the State and adding the District Name. T...

From this page, you can create a city by selecting the Country, State, District and entering the ...

This page allows organizations to add external or internal links for employees to access, such as...

This page is used to create company year for Financial Year, Payroll Year, or Other Year. We can ...

From this page, you can create individual tax entries that can be used across invoicing and billi...

From this page, you can group multiple taxes together so they can be applied as a single combined...

This page is used for organizations to create their SMTP. BIZCOMPASS® provides the SMTP for the o...

This page is used to create and manage email templates used across different modules in the syste...

This page is used to send analytics email to selected department and employees. The analytics is ...

This page is used to add Tag Names to Tag Type such as: Task To-Do  CRM Follow Up Lead Lea...

From this page, you can create and manage icons that are used across the system — for example, in...

From this page, you can assign policies in bulk to multiple employees at once, streamlining polic...