New Way to Manage Transactions and Time in Batoi Apps

Dec 7, 2019

In a major release to apps, a few important functions have been added to the software. This includes addition of finance and account management dashboard (Ledger Dashboard), time tracking for a ticket (Task, Issue and Discussion) and Timesheet view.

timesheet

A Ledger Dashboard offers a single point management of different accounts ledger of the organization, a comprehensive display of day’s balance (ledger wise) and total. A user can browse through different organizational units, if permitted, by tapping on different tabs on the top of the Dashboard. Latest ledger log (transactions) and pending payables and receivables are shown to get a preview of the present status and to take appropriate action or decisions. A searchable and browsable ledger log has been added. A user can export financial transactions between different time periods, simply by filtering and downloading.

time-tracker

A time tracking instrument has been included on the blue top bar of apps where a user can start and stop to measure the time spent for a particular ticket. Upon stopping this timer, the user can select the project and any ticket inside to fill in the details and save it. This feature is linked to the Timesheet which derives time spent collected from the various activities across different functions.

timesheet-view

A year and month-wise timesheet (can also been user wise), has been included in the menu Timesheet. This feature provides a holistic view of the time spent in the organization.

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New Way to Manage Transactions and Time in Batoi Apps
In a major release to apps, a few important functions have been added to the software. This includes addition of finance and account management dashboard (Ledger Dashboard), time tracking for a ticket (Task, Issue and Discussion) and Timesheet view.
Handling Your Unique Record Identifiers in Batoi Apps
If you look at the fields in every function like Project, Sale or Order, in Batoi Apps, you will see that it contains an ID or Code field that is a unique identifier or code associated with it, which is used for identifying the record uniquely for a single or multiple Organizational Unit(s) within a Tenant Admin (primary user from the customer side).
Understanding Timelines in Batoi Apps
One of the major functions of tracking and managing a project lies with its timeline (apart from cost and scope). The timelines can be at the level of the ‘project’ or at the level of a ‘task’ within a project. While the project management definitely emphasizes on tracking the timelines, other functions in an organization also require adherence to the timelines – it can be Sale, Order, or any other functions.

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