REBS ERP User Guide - User contributions [en]

Project payments

2020-10-20T15:09:47Z

Beitlk: Created page with "Path: Account -> Project Payments -> Project Payments If you want to make payment related to project you should add through project payment.If not it will not affect..."

Path: Account -> Project Payments -> Project Payments
 
If you want to make payment related to project you should add through project payment.If not it will not affect to project expenses.
 
[[File:ProjectPayment.png|border|Project Payment]]
 
== Project Budget ==
Path: Account -> Project Payments -> Project Payments -> Project Payments
 
You can update new project budget form here.
 
[[File:ProjectBudget.png|border|Project Budget]]
 
After add budget for all tasks you can click on “Update” button.
 
NOTE: When you add new budget it will effect to cost adjustment in pending blocks.
 
[[File:AddpaymentProject.png|border|Add payment]]
 
When you select task total budget and available budget will show in “Total budget” and “available amount” fields.
 
When you submit payment voucher will create for payment.

System Menu

2020-10-20T15:05:44Z

Beitlk: Created page with " REBSsystem has 3 main tasksfor manage your business. <ul> <li>Real Estate</li> <li>Human Resources</li> <li>Accounts</li> </ul> File:SystemMenu1.png|border|..."

REBSsystem has 3 main tasksfor manage your business.
 
<ul>
<li>Real Estate</li>
<li>Human Resources</li>
<li>Accounts</li>
</ul>
 
[[File:SystemMenu1.png|border|Enter username and press RESET]]
 
== Real Estate Menu ==
[[File:RealEstateMenu.png|border|Enter username and press RESET]]
 
All of your real estate tasks like create project, create feasibility report, create block out plan, make reservation, create agreement, make reservation resale are reach fromthis menu.
 
== Human Resources ==
[[File:HumanResourcesMenu.png|border|Enter username and press RESET]]
 
Your human resources activities like create employees, count employees attendance, create payroll, and manage employees salaries are access by this menu.
== Accounts ==
[[File:AccountsMenu.png|border|Enter username and press RESET]]
 
All your accounting tasks can reach from this menu such as invoicing, receipting, make payments, manage fixed assets, manage external loans and etc.

System Notification

2020-10-20T15:04:15Z

Beitlk: Created page with "Enter username and press RESET System Notification show on right corner ofthe window. When you click on notification you can view e..."

[[File:SystemNotification.png|border|Enter username and press RESET]]
 
System Notification show on right corner ofthe window. When you click on notification you can view each task.
 
== Exit System ==
From the right corner dropdown menu you can mark your “Duty out”, “Go In”, “Go Out” when you off your duty and go out in office time.
 
[[File:ExitSystem.png|border|Enter username and press RESET]]

Add Document Types

2020-10-20T14:57:37Z

Beitlk: Created page with "Path: RE -> Configuration -> Document Types Enter username and press RESET REBS system consider about your documents that..."

Path: RE -> Configuration -> Document Types
 
[[File:DocumenType.png|border|Enter username and press RESET]]
 
REBS system consider about your documents that maintain in real estate business process. You can create document types for each document category. Then you can view created document types in “Document Type List”.
 
[[File:DocumentTypeList.png|border|Enter username and press RESET]]

Project Report List

2020-10-20T14:53:59Z

Beitlk: Created page with "Path: RE -> Real Estate -> Project Reports You can view project report any time from “Project Report List” File:ProjectRpoertList.png|border|Enter user..."

Path: RE -> Real Estate -> Project Reports
 
You can view project report any time from “Project Report List”
 
[[File:ProjectRpoertList.png|border|Enter username and press RESET]]

Project Details

2020-10-20T14:52:43Z

Beitlk: Created page with "Path: RE -> Real Estate -> Project Report Creation After land confirmation, Project can create. Enter username and press RESET <b..."

Path: RE -> Real Estate -> Project Report Creation
 
After land confirmation, Project can create.
 
[[File:Project.png|border|Enter username and press RESET]]
 
When you select land you can start to add project details.
 
[[File:Project2.png|border|Enter username and press RESET]]
 
Once you update project details you can see project in “Project List”
 
[[File:Project3.png|border|Enter username and press RESET]]
 
Fromthe first panel you can update basic project details.
 
[[File:Project4.png|border|Enter username and press RESET]]
 
From second panel you can addvalue item that land has. Then you can update value items.
[[File:Project5.png|border|Enter username and press RESET]]
 
From 3rdpanel you can add project budget.
 
[[File:Project6.png|border|Enter username and press RESET]]
 
If you define stamp fees, Legal fees, introducer commission percentage in configuration budget amount will calculate automatically.
 
[[File:Project7.png|border|Enter username and press RESET]]
 
4thpanel you can add marketing details.
 
[[File:Project9.png|border|Enter username and press RESET]]
 
[[File:Project10.png|border|Enter username and press RESET]]
 
From 5th panel you canadd sales expected perch price. You can add perch price as part by part.But total extended of perch should be total land extended.
 
[[File:Project11.png|border|Enter username and press RESET]]
 
From 6th panel you can add ‘Development time’ framefor each task month by month.Then you can update.
 
[[File:Project12.png|border|Enter username and press RESET]]
 
From 7th panel you can add sales time for two year time by parentage.
 
[[File:Project13.png|border|Enter username and press RESET]]
 
After confirm all project detail you can see “Generate Evaluation Reports” button in 1st panel.
 
[[File:Project14.png|border|Enter username and press RESET]]

Product Tasks

2020-10-20T14:50:56Z

Beitlk: Created page with "Path: RE -> Configuration -> Product Tasks You can create product tasks for your real estate business process. File:ProductTask.png|border|Enter username and p..."

Path: RE -> Configuration -> Product Tasks
 
You can create product tasks for your real estate business process.
 
[[File:ProductTask.png|border|Enter username and press RESET]]
 
This selected ledger account will be select as debit account automatically when you do a payment for project task.
 
Advance ledger account is that your project payment debit account before project confirmation.
 
After creating task, you can add sub task.
 
[[File:SubTask.png|border|Enter username and press RESET]]
 
Then you can view created product tasks in “Product Task List”.
 
[[File:ProductTaskList.png|border|Enter username and press RESET]]
 
You can assign ledger account and advance ledger account for each task.
 
[[File:TaskLedger.png|border|Enter username and press RESET]]

Evaluation Report

2020-10-20T14:49:09Z

Beitlk: Created page with "Path: RE -> Real Estate -> Click on “Generate Evaluation Reports” button on project report creation. Now you can view evaluation report for the project. ..."

Path: RE -> Real Estate -> Click on “Generate Evaluation Reports” button on project report creation.
 
Now you can view evaluation report for the project.
 
[[File:EvaluationReport.png|border|Enter username and press RESET]]
 
[[File:EvaluationReport2.png|border|Enter username and press RESET]]
 
[[File:LandEp.png|border|Enter username and press RESET]]
 
[[File:Evaluation3png.png|border|Enter username and press RESET]]
 
[[File:Evaluation4.png|border|Enter username and press RESET]]

Apply Leave

2020-10-20T14:45:53Z

Beitlk: Created page with "REBS system providesa leavemanagement function. Enter username and press RESET File:LeaveDetails.png|border|Enter username and p..."

REBS system providesa leavemanagement function.
 
[[File:ApplyLeave.png|border|Enter username and press RESET]]
 
[[File:LeaveDetails.png|border|Enter username and press RESET]]
 
Fill the form and click on apply to apply leave. Then your officer In Charge and your manager should approve your leave.

HR Report

2020-10-15T09:10:20Z

Beitlk: Created page with "== Employee Expense Summery == Path: HR -> Report -> Employee Expense Summery Employee Expense Summery"

== Employee Expense Summery ==
Path: HR -> Report -> Employee Expense Summery
 
[[File:EmployeeExpenseSummery.png|border|Employee Expense Summery]]

File:EmployeeExpenseSummery.png

2020-10-15T09:09:52Z

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Flagged Users

2020-10-15T09:06:39Z

Beitlk: Created page with "== Flagged Users(Attendance) == Path: HR -> Attendance -> Flagged Users(Attendance) Flagged User List"

== Flagged Users(Attendance) ==
Path: HR -> Attendance -> Flagged Users(Attendance)
 
[[File:FlaggedUserList.png|border|Flagged User List]]

File:FlaggedUserList.png

2020-10-15T09:06:00Z

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Go In & Go Out Report

2020-10-15T08:33:01Z

Beitlk: Created page with "Path: HR -> Attendance -> Go In & Go Out Report You can view employees Go in and go out within working hours from this report. Select branch , employee and..."

Path: HR -> Attendance -> Go In & Go Out Report
 
You can view employees Go in and go out within working hours from this report.
 
Select branch , employee and “from date” and “to date” to view report.
 
[[File:GoINAndGoOutReport.png|border|Go In & Go Out Report]]
 
You can see “In time” and “Out time” in green
 
[[File:GoInAndOut.png|border|Go In & Go Out Report]]

File:GoInAndOut.png

2020-10-15T08:32:48Z

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File:GoINAndGoOutReport.png

2020-10-15T08:30:23Z

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Attendance Report

2020-10-15T08:26:09Z

Beitlk: Created page with "Path: HR -> Attendance -> Attendance Report You can view attendance report by branch wise or employee wise. To get report for all employee select “All employee” f..."

Path: HR -> Attendance -> Attendance Report
 
You can view attendance report by branch wise or employee wise. To get report for all employee select “All employee” from employee list.
 
[[File:EmployeeAttendanceReport.png|border|Employee Attendance Report]]
 
Then you can view report.
 
Green color: Normal attedence
 
Yellow color: holiday
 
Short Leave, Half day, Leave: white color
 
Red: employee have not mark attendance.
 
[[File:AttendanceRportDateRange.png|border|Employee Attendance Report]]

File:AttendanceRportDateRange.png

2020-10-15T08:25:44Z

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File:EmployeeAttendanceReport.png

2020-10-15T08:22:43Z

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Attendance

2020-10-15T08:19:19Z

Beitlk: Created page with "== Upload Attendance == Path: HR -> Attendance -> Upload Attendance If your company maintain finger print attendance system, you can update those data to REBSerp syst..."

== Upload Attendance ==
Path: HR -> Attendance -> Upload Attendance
 
If your company maintain finger print attendance system, you can update those data to REBSerp system as excel or CSV file downloaded from finger print attendance system.
 
[[File:UploadEmployeeAttendance.png|border|Upload Employee Attendance]]
 
[[File:AttendanceUploadList.png|border|Attendance Upload List]]

 
== Attendance Upload Manual ==
Path: HR -> Attendance -> Attendance Upload Manual
 
System allows to update attendance manually to HR division in the special case.
 
[[File:ManualUpdate.png|border|Attendance Manual Update]]

File:ManualUpdate.png

2020-10-15T08:17:44Z

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File:AttendanceUploadList.png

2020-10-15T08:15:07Z

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File:UploadEmployeeAttendance.png

2020-10-15T08:11:49Z

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Leave

2020-10-15T08:06:25Z

Beitlk: /* Leave Report */

== Leave List ==
Path: HR -> Payroll -> Leave List
 
Here is the list of all leaves that employee request through system.
 
[[File:LeaveListHR.png|border|Leave List]]
 
 
== Leave Report ==
Path: HR -> Payroll -> Leave Report
 
[[File:LeaveREport.png|border|Leave Report]]
 
Then you can view leave summery report.
 
[[File:PrintLeaveReport.png|border|Leave Report]]

Leave

2020-10-15T08:05:49Z

Beitlk: Created page with "== Leave List == Path: HR -> Payroll -> Leave List Here is the list of all leaves that employee request through system. File:LeaveListHR.png|border|Leave..."

File:PrintLeaveReport.png

2020-10-15T08:05:00Z

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File:LeaveREport.png

2020-10-15T08:00:48Z

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File:LeaveListHR.png

2020-10-15T07:57:32Z

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Pay Slip

2020-10-15T07:53:40Z

Beitlk: Created page with "Path: HR -> Payroll -> Pay Slip After confirm payroll you can print pay slip. NOTE: If you want to print all employees payslip at once use print button o..."

Path: HR -> Payroll -> Pay Slip
 
After confirm payroll you can print pay slip.
 
NOTE: If you want to print all employees payslip at once use print button on pay roll view.
 
[[File:PrintPaySlip.png|border|Print Pay Slip]]
 
Printed pay slip
 
[[File:PrintPaySllip.png|border|Printed Pay Slip]]

File:PrintPaySllip.png

2020-10-15T07:53:08Z

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File:PrintPaySlip.png

2020-10-15T07:50:14Z

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Payroll

2020-10-15T07:46:50Z

Beitlk: Created page with "Path: HR -> Payroll -> Payroll After add and confirm employees’ salaries you can run monthly payroll. Monthly Payroll <b..."

Path: HR -> Payroll -> Payroll
 
After add and confirm employees’ salaries you can run monthly payroll.
 
[[File:MonthlyPayroll.png|border|Monthly Payroll]]
 
Then you can view “Monthly Payroll” list.
 
[[File:MonthlyPayrollList.png|border|Monthly Payroll List]]
 
When you click on view icon you can view each employee salary in details.
 
[[File:PayrollDetails.png|border|Payroll Details]]
 
Then you can confirm payroll by click on confirm icon.

File:PayrollDetails.png

2020-10-15T07:46:03Z

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File:MonthlyPayrollList.png

2020-10-15T07:43:55Z

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File:MonthlyPayroll.png

2020-10-15T07:41:08Z

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Salary Advance Sheet

2020-10-15T07:37:49Z

Beitlk: Created page with "Path: HR -> Payroll -> Salary Advance Sheet Employees requested salary advances are added from here. Salary Advaance ..."

Path: HR -> Payroll -> Salary Advance Sheet
 
Employees requested salary advances are added from here.
 
[[File:SalaryAdvaance.png|border|Salary Advaance]]
 
After add all salary advance details for each employee you can click on submit.
 
Then you can confirm salary advance sheet.
 
[[File:SalaryAdvanceList.png|border|Salary Advance List]]
 
Click on viewicon to viewemployees’salary advance.
 
[[File:SalaryAdvanceDetails.png|border|Salary Advance Details]]
 
If you wantto change amount you can click on edit icon on popup window and update.
 
[[File:EditSalaryAdvanceAmount.png|border|Edit Salary Advance Amount]]
 
NOTE:Each month you must add and confirm “Salary Advance Sheet” before run the payroll.

File:EditSalaryAdvanceAmount.png

2020-10-15T07:36:50Z

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File:SalaryAdvanceDetails.png

2020-10-15T07:34:19Z

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File:SalaryAdvanceList.png

2020-10-15T07:31:46Z

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File:SalaryAdvaance.png

2020-10-15T07:27:40Z

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No Pay Leave Sheet

2020-10-15T07:18:07Z

Beitlk: Created page with "Path: HR -> Payroll -> No Pay Leave Sheet Employee No Pay Leave List You can add “No pay leave days count” fro..."

Path: HR -> Payroll -> No Pay Leave Sheet
 
[[File:EmployeeNoPayLeaveList.png|border|Employee No Pay Leave List]]
 
You can add “No pay leave days count” from here.
 
After add all employees leave count you can click on “Submit”
 
NOTE:Each month you must add and confirm “No Pay Leave Count” before run the payroll.
 
[[File:EmployeeNopayLeaveList2.png|border|Employee No Pay Leave List]]
 
Click on edit icon to edit employees’ no pay leave before click on confirm.
 
[[File:Leavelist.png|border|Employee No Pay Leave List]]

File:Leavelist.png

2020-10-15T07:17:45Z

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File:EmployeeNopayLeaveList2.png

2020-10-15T07:15:58Z

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File:EmployeeNoPayLeaveList.png

2020-10-15T07:10:24Z

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Salary Changes

2020-10-15T07:06:29Z

Beitlk: Created page with "Path: HR -> Payroll -> Salary Changes You can change employees’ salaries from “Employee Salary Changes” File:EmployeeSalaryChanges.png|border|Employe..."

Path: HR -> Payroll -> Salary Changes
 
You can change employees’ salaries from “Employee Salary Changes”
 
[[File:EmployeeSalaryChanges.png|border|Employee Salary Changes]]
 
After select employee, you can select salary change type.Following types are available for salary changes for employees.
<ul>
<li>Salary increment/Salary decrement</li>
<li>Allowance Update</li>
<li>Change EPF/ETF/Paye statues</li>
<li>Changes deductions</li>
</ul>
 
[[File:SelectSalaryChangeType.png|border|Select Salary Change Type]]

 
== Salary Increment/Salary Decrement ==
If you want to add increment or decrement for salary, you can select Increment/Decrement as change type.
 
First select Increment/Decrement Type.
 
Then add Increment/Decrement amount.
 
Select valid date for these changes.
 
NOTE: These changes will affect for payroll after valid date. 
 
[[File:Increment.png|border|Increment]]

 
== Allowance Update ==
Tochange allowance for salary, you can select Allowance Update as change type.
 
[[File:AllowancesUpdate.png|border|Allowance Update]]

 
== Change EPF/ETF/Paye statues ==
To change allowance for salary, you can select EPF/ETF/Paye as change type.
 
[[File:PayeStatus.png|border|Paye Status]]

 
== Deduction Update ==
To change deductions in salary, you can select Deduction as change type.
 
[[File:DeductionsHR.png|border|Deductions]]
 
Once you submit salary changes it will display in “Employee Salary Changes –Confirmation”
 
[[File:EmployeeSalaryChangesList.png|border|Employee Salary Changes]]
 
Then you can confirm salary changes.
 
[[File:ConfirmSalaryChange.png|border|Confirm Salary]]
 
NOTE: These changes will affect to payroll after confirmation only.

File:ConfirmSalaryChange.png

2020-10-15T07:05:24Z

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File:EmployeeSalaryChangesList.png

2020-10-15T07:02:41Z

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File:DeductionsHR.png

2020-10-15T06:59:54Z

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File:PayeStatus.png

2020-10-15T06:56:35Z

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File:AllowancesUpdate.png

2020-10-15T06:53:53Z

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