Company
To start working with Mint Invoice, you need to create Departments, Designations & Branch.
Lets check each of them one by one:
Department
Departments are division of your company dealing with a specific area of activity.
You can filter the results & also perform sorting & ordering by given columns. Users with export permission can take print outs, generate PDF or export as excel sheet.
Available Permissions
| Name | Action |
|---|---|
| department:read | List departments |
| department:create | Create departments |
| department:edit | Edit departments |
| department:delete | Delete departments |
| department:export | Export department list |
To create new department, you can click on "Add New Department" button.
Once you create departments, you can assign it to your employes.
Designation
Branches are the official job titles given to employees of your company. Designation supports hierarchical structure. You can add a designation with parent designation.
Subordinate designations are designation under a parent designation.
You can filter the results & also perform sorting & ordering by given columns. Users with export permission can take print outs, generate PDF or export as excel sheet.
Available Permissions
| Name | Action |
|---|---|
| designation:read | List designations |
| designation:create | Create designations |
| designation:edit | Edit designations |
| designation:delete | Delete designations |
| designation:admin-access | Access all designations |
| designation:self-access | Access self designations |
| designation:subordinate-access | Access subordinate designations |
| designation:export | Export designation list |
To create new designation, you can click on "Add New Designation" button.
Once you create designations, you can assign it to your employes. "Access all designation" permission will allow the designated employee to access all other employee. "Access self designation" permission will allow the designated employee to access all the employees having same designation. "Access subordinate designation" permission will allow designated employee to access all lower designation of the employee.
Branch
Branches are the location, where a business of your company is conducted. Branch supports hierarchical structure. You can add a branch with parent branch.
Subordinate branchs are branch under a parent branch.
You can filter the results & also perform sorting & ordering by given columns. Users with export permission can take print outs, generate PDF or export as excel sheet.
Available Permissions
| Name | Action |
|---|---|
| branch:read | List branches |
| branch:create | Create branches |
| branch:edit | Edit branches |
| branch:delete | Delete branches |
| branch:admin-access | Access all branches |
| branch:self-access | Access self branches |
| branch:subordinate-access | Access subordinate branches |
| branch:export | Export branch list |
To create new branch, you can click on "Add New Branch" button. "Access all branch" permission will allow the employee to access all other employee. "Access self branch" permission will allow the employee to access all the employees having same branch. "Access subordinate branch" permission will allow employee to access all lower branch of the employee.
Once you create branches, you can assign it to your employes. If you have no branch, you can create "Head Office" as your default branch.