Management
Management section is a central hub for overseeing and managing multiple businesses. It provides a streamlined interface for accessing and managing business information. User can click on Management
1 Management Detail: section likely provides a more in-depth view of a specific business. It would contain detailed information and management tools related to that particular business. This includes the business info, Owner Informationand Attechment.
2 Key Feature: You have the flexibility to modify your business and transfer ownership to any new user you create.
2.1 Transfer owner: In this area, you can select a new user to transfer ownership of the business. There is a search field labeled User where you can type the name of the new owner.
Security
The Security Module is a vital feature designed to safeguard business data, user credentials, and system integrity. Present Security have 2 main poiknt of User and Activity log.
1. User
The User feature is crucial for businesses that need to manage access, roles, and responsibilities individuals within the company. It offers a clear and organized view of all registered users associated with a specific business entity, providing essential details like role, contact information and status.
1.1. Search
Search function in the Bill24 system. Allows users to quickly and efficiently locate transaction records or specific information on what they are looking for.
1.2. Invite User
A button to invite new users to join the platform. User can invite user click on Invite User.
1.3. Export
A button to export the list of users or other data to a file format like Excel. User can export click on Export.
1.4. Setting
Setting allow users to customize the transaction view by adding or removing columns. Available columns include User, Phone, Created Date, Create By, Role, Expired Date and Status.
1.5. Show Record
The Show Record function allows users to control the number of records displayed per page in various views within the Bill24 system. This feature provides flexibility in data visualization, enabling users to adjust the number of entries shown according to their preference simply click on their Show Record.
2. Activity Log
This feature provides a comprehensive view of user profiles and relevant company information. You can access and manage details related to deletions, modifications, and other pertinent data and you can also download all the information as an Excel file.
The Activity Log provides a record of user activities on the platform. Each entry is structured with the following columns:
1 Username: Shows the user who performed the action.
2 Created Date: Displays the date and time when the action was taken.
3 Action: Describes the type of activity (e.g., "Add", "Delete", etc.).
4 Transaction: Summarizes what was done, such as sharing a link or modifying a file.
5 Old Value/New Value: (if applicable) These fields log any changes made, showing what was modified and what the values were before and after the change.
2.1. Filter Date
Filter date users can filter Invoice by the date: Custom Date Range Specify a specific start and end date, Today, Yesterday, This Month, Last 6 Months, This Year or Last Year etc.
